Manage Contacts

Exporting records to Excel

Export any list of contacts, companies and projects to Excel. Export your entire database, just a group, or even manually selected records. It’s easy. Use your exported data as the source for mailers, email dispatches and more using your favorite software or provider.

Features include:

Export your entire database or a subset of records to Excel.
Works with contacts, companies or projects.
Exports all standard fields as well as your custom fields.
Easily export a group.
Export file is ...

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24
APR

Categories: Manage contacts, Videos

Contact groups in ClientLook

Video: Create and manage contact groups in ClientLook.

Next steps?

Signup for a free trial and experience ClientLook for yourself.
Watch more tutorials in our video showcase.
Learn more about ClientLook.

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9
FEB

Categories: Manage contacts, Videos

Contact searching in ClientLook

Find any contact in ClientLook within seconds. Use the simple keyword search tool or the powerful and intuitive advanced search module.

Features include:

Instantly find contacts using a first or last name
Search on any field or combination of fields
Search for a range of values within your custom fields
Easily save search results to a group
Limit results to private records or your assigned contacts

Schedule tasks for contacts in ClientLook

Schedule tasks in ClientLook that are directly related to your contacts. Never miss another follow up opportunity, and even relate tasks to projects too.

Features include:

Schedule a task within a contact’s record.
Delegate tasks to other team members.
Relate tasks to one or more projects.
Enable automatic reminders.
Share tasks with co-workers or keep them private.

Schedule events for contacts in ClientLook

Schedule events in ClientLook that are directly related to your contacts. Relate events to multiple attendees and/or projects too. Use the two-way sync to ensure that your events flow between ClientLook in the cloud and your web-enabled mobile devices, Google and Outlook.

Features include:

Schedule an event within a contact’s record.
Delegate events and include multiple attendees.
View, add and edit events from any connected device through wireless syncing.
Enable automatic reminders.
Share events with co-workers or keep them private.

<a class="ka_button small_button" href="http://clientlook.com/schedule-events-for-contacts-in-clientlook" rel="bookmark" title="Schedule events for contacts in ClientLook"><span>Continue Reading →</span></a> <div class="post_date"> <span class="day">3</span> <br /> <span class="month">FEB</span> </div> <div class="post_comments"> <a href="http://clientlook.com/schedule-events-for-contacts-in-clientlook#post-comments"><span>0</span></a> </div> <a class='post_share sharelink_small' href='http://clientlook.com/schedule-events-for-contacts-in-clientlook' data-gal='prettySociable'>Share</a> </div> <div class="post_footer"> <div class="post_cats"><p><span>Categories:</span> <a href="http://clientlook.com/category/videos/manage-contacts-videos" title="View all posts in Manage contacts" >Manage contacts</a>, <a href="http://clientlook.com/category/videos" title="View all posts in Videos" >Videos</a></p></div> </div> </div> <div class="blog_wrap post-7726 post type-post status-publish format-standard hentry category-manage-contacts-videos category-videos"> <div class="post_title"> <h2><a href="http://clientlook.com/add-a-contact-to-clientlook" title="Add a contact to ClientLook">Add a contact to ClientLook</a></h2> </div> <div class="post_content" > <p>Add an unlimited number of contacts to ClientLook. Share them with your co-workers or keep them private. Manage your prospects, clients, vendors and personal contacts in one cloud-based solution.</p> <p>Features include:</p> <div style="padding:0 0 15px 15px;"> <ul> <li>Store both business and personal contacts in one place in the cloud</li> <li>Add a contact photo which appears in every related update for that person.</li> <li>Share contacts with co-workers or mark records as private.</li> <li>Add contacts to custom groups to more easily subdivide large lists.</li> <li>Create custom fields to ...</li></ul></div><a class="ka_button small_button" href="http://clientlook.com/add-a-contact-to-clientlook" rel="bookmark" title="Add a contact to ClientLook"><span>Continue Reading →</span></a> <div class="post_date"> <span class="day">1</span> <br /> <span class="month">FEB</span> </div> <div class="post_comments"> <a href="http://clientlook.com/add-a-contact-to-clientlook#post-comments"><span>0</span></a> </div> <a class='post_share sharelink_small' href='http://clientlook.com/add-a-contact-to-clientlook' data-gal='prettySociable'>Share</a> </div> <div class="post_footer"> <div class="post_cats"><p><span>Categories:</span> <a href="http://clientlook.com/category/videos/manage-contacts-videos" title="View all posts in Manage contacts" >Manage contacts</a>, <a href="http://clientlook.com/category/videos" title="View all posts in Videos" >Videos</a></p></div> </div> </div> </div> <div id="sidebar" class="sidebar_blog"> <div class="sidebar-widget"> <div class="textwidget"><h1>ClientLook blog</h1> </div> </div><div class="sidebar-widget"><h3>Search</h3><form method="get" action="http://clientlook.com/" class="search-form"> <fieldset> <span class="text"> <input type="text" name="s" class="s" value="Search" onfocus="this.value=(this.value=='Search') ? '' : this.value;" onblur="this.value=(this.value=='') ? 'Search' : this.value;" /> <input type="submit" value="search" class="searchsubmit" /> </span> </fieldset> </form></div><div class="sidebar-widget"><h3>Follow us </h3> <ul class="social_icons"> <li><a href="http://clientlook.com/feed" onclick="window.open(this.href);return false;" class="rss">rss</a></li> <li><a href="http://twitter.com/#!/clientlook" class="twitter" onclick="window.open(this.href);return false;">Twitter</a></li> <li><a href="http://www.facebook.com/pages/ClientLook/82395054742" class="facebook" onclick="window.open(this.href);return false;">Facebook</a></li> <li><a href="http://www.youtube.com/clientlook" class="youtube" onclick="window.open(this.href);return false;">YouTube</a></li> <li><a href="http://www.linkedin.com/company/clientlook" class="linkedin" onclick="window.open(this.href);return false;">LinkedIn</a></li> </ul> <br /> </div><div class="sidebar-widget"> <div class="textwidget"><h3>Next steps?</h3> <p style="line-height:24px"> <a href="http://www.clientlook.com">Learn more</a> about ClientLook.<br /> <a href="/videos">Watch video tutorials</a> </p> <div style="font-weight:bold;"><a href="/signup" class="ka_button medium_button medium_cherry" target=""><span>Free trial</span></a></div> </div> </div></div> </div> </div> <div id="footer"> <div class="footer-area"> <div class="footer-wrapper"> <div class="footer-holder"> <div class="one_fourth"> <div class="textwidget"><p><img src="/wp-content/uploads/clientlook-textonly-white.png"></p> <p style="padding:0 0 5px 0">© 2012 ClientLook, Ltd. <br />All Rights Reserved.</p> <p><a href="/terms">Terms</a> and <a href="/privacy">Privacy</a></p> <p style="font-size:16px;padding:10px 0 0 0;font-weight:bold;">1-888-552-5665</p> </div> </div><div class="one_fourth"><h3>Useful links</h3> <div class="textwidget"><p><a href="/tour">Take a tour</a><br /> <a href="/pricing">Pricing</a><br /> <a href="/videos">Videos</a><br /> <a href="/support">Support</a><br /> <a " href="/signup">Sign up</a><br /> <a href="/blog">Blog</a><br /> <a href="/about-us">About us</a><br /> <a href="/contact">Contact us</a><br /> <a href="http://www.clientlook.com/login.aspx">Log in</a></p> </div> </div><div class="one_fourth"><h3>Follow us </h3> <ul class="social_icons"> <li><a href="http://clientlook.com/feed" onclick="window.open(this.href);return false;" class="rss">rss</a></li> <li><a href="http://twitter.com/#!/ClientLook" class="twitter" onclick="window.open(this.href);return false;">Twitter</a></li> <li><a href="http://www.facebook.com/pages/ClientLook/82395054742" class="facebook" onclick="window.open(this.href);return false;">Facebook</a></li> <li><a href="http://www.youtube.com/clientlook" class="youtube" onclick="window.open(this.href);return false;">YouTube</a></li> <li><a href="http://www.linkedin.com/company/clientlook" class="linkedin" onclick="window.open(this.href);return false;">LinkedIn</a></li> </ul> <br /> <div class="textwidget"><p><br /> <g:plusone annotation="none"></g:plusone></p> </div> </div><div class="one_fourth_last"><h3>Join our mailing list</h3> <div id="mc_signup"> <form method="post" action="#mc_signup" id="mc_signup_form"> <input type="hidden" id="mc_submit_type" name="mc_submit_type" value="html" /> <input type="hidden" name="mcsf_action" value="mc_submit_signup_form" /> <input type="hidden" id="_mc_submit_signup_form_nonce" name="_mc_submit_signup_form_nonce" value="2a2c43dbf7" /> <div class="mc_form_inside"> <div class="updated" id="mc_message"> </div> <div class="mc_merge_var"> <label for="mc_mv_EMAIL" class="mc_var_label">Email Address<span class="mc_required">*</span></label> <input type="text" size="18" value="" name="mc_mv_EMAIL" id="mc_mv_EMAIL" class="mc_input"/> </div> <div class="mc_merge_var"> <label for="mc_mv_FNAME" class="mc_var_label">First Name</label> <input type="text" size="18" value="" name="mc_mv_FNAME" id="mc_mv_FNAME" class="mc_input"/> </div> <div class="mc_merge_var"> <label for="mc_mv_LNAME" class="mc_var_label">Last Name</label> <input type="text" size="18" value="" name="mc_mv_LNAME" id="mc_mv_LNAME" class="mc_input"/> </div> <div id="mc-indicates-required"> * = required field </div> <div class="mc_signup_submit"> <input type="submit" name="mc_signup_submit" id="mc_signup_submit" value="Subscribe" class="button" /> </div> </div> </form> </div> </div> </div> </div> </div> </div> </div> </div> <script type="text/javascript"> var _gaq = _gaq || []; _gaq.push(['_setAccount', 'UA-27531034-1']); _gaq.push(['_trackPageview']); (function() { var ga = document.createElement('script'); ga.type = 'text/javascript'; ga.async = true; ga.src = ('https:' == document.location.protocol ? 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Exporting records to Excel

Contact groups in ClientLook

Next steps?

Contact searching in ClientLook

Related videos

Schedule tasks for contacts in ClientLook

Related videos

Schedule events for contacts in ClientLook