Contacts

Contacts stores and organizes the people you work with. You can create contacts manually, generate them automatically from email signatures, or import them from Apple iCloud, Google, or Microsoft 365.

Create a New Contact

To add a contact manually, click the 'Add' icon on the top right. Fill in the contact details and then click the 'Save' icon on the top right.

After saving, additional options become available: you can add address details, link the contact to an organization, or assign them to a project. The relevant sections are described below.

Open a Contact

To open a contact in the current tab, click the corresponding row in the Power-Grid. To open it in a new tab instead, hover over the contact and click the 'Open in new tab' icon that appears on the right. Working in a new tab allows you to return to the list at any time without losing your place.

Import Contacts from iCloud, Google, or Microsoft 365

You can fetch contacts directly from your Apple iCloud, Google, or Microsoft 365 account by setting up an import workflow.

1. Go to the Configuration module.
2. Select 'Workflows' from the dropdown on the top left.
3. Click the 'Add' icon to create a new workflow.
4. Select 'Import contacts from my Apple iCloud / Google / Microsoft 365 account...' from the list.
5. Enter a name for the workflow.
6. When prompted, log in to your Apple iCloud, Google, or Microsoft 365 account. Unusual Suite displays a success message once authentication is complete.
7. Set how often the workflow runs by clicking the word 'once' and selecting the desired frequency.
8. Optionally select a contact source and a consent setting.
9. Click the 'Save' icon .
10. Start the workflow by clicking the toggle button to the left of the workflow entry.

Open a new 'Contacts' tab to review the imported contacts.

For information on importing contacts from Mailchimp or Mailerlite, see Workflows.

Create Contacts from Email Signatures

Unusual Suite can read incoming emails and automatically create contacts from the signatures found in them. Organizations mentioned in signatures are also recognized and created.

1. Open the Configuration module.
2. Select 'Email accounts' from the dropdown on the top left.
3. Select the email account you want to use, or configure a new one.
4. Check the 'Process email signatures' checkbox on the right.
5. Make sure the 'Active' checkbox directly below it is also checked.
6. Click the 'Save' icon .

Unusual Suite will now create contacts from emails arriving in the inbox of that account. This may take a few minutes.

Create a Contact from Pasted Contact Information

If you have contact details from an email signature or other text, you can paste them and let Unusual Suite create the contact for you.

1. Click the 'Create contact from contact information' icon on the top right.
2. Paste the contact details into the input field or enter the information manually.
3. Click 'OK'.

If the information does not meet the minimum requirements, an error message will tell you what is missing.

Assign a Contact to an Organization

Linking a contact to an organization records the position held there, including title and employment period.

1. Open the contact in the 'Contacts' module.
2. Select the 'Jobs' tab.
3. Click the 'Add' icon and type to search for the organization.
4. Optionally enter a job title and a start and end date.
5. Click the 'Save' icon to save the job entry.

Link a Contact to a Project

You can connect a contact to a project by adding them to the project's external team.

1. Go to the 'Projects' module and open the project you want to update.
2. Switch to the 'Teams' tab.
3. In the 'External team' section, click the 'Add' icon .
4. Search for and select the contact.

Merge Contacts

If you have duplicate contacts or a contact already exists as an organization, you can merge them. The merge tool lets you review the combined record and choose which details to keep before anything is changed.

1. Open the contact you want to merge.
2. Click the 'Merge contact with...' icon on the top right.
3. Select whether you want to merge with another contact or with an organization.
4. Search for and select the target contact or organization.
5. Review the merge details. For any conflicts, select the value to keep for each property.
6. Click the 'Save' icon to complete the merge.

After the merge, the original contact is integrated into the target record and no longer appears as a separate entry.