View in admin portal
Edit content on web
Edit in desktop
Important: These articles refer to an older version of Batchbook.
Get support for the new version.
Classic Batchbook FAQs and Knowledge Base
BatchBook for Sales: Managing Deals
The New Version of Batchbook
Migrating to the new version of Batchbook
What is an Affiliation
How do I affiliate records?
Can I add new affiliation types?
Can I affiliate companies?
What is the difference between a tag and an affiliation?
Can I search on or export my affilations
What makes the Batchbook calendar different from other calendaring systems?
Can I see other account users' calendar items?
Can I import events from other calendaring systems into the Batchbook calendar?
Can I export events and to dos to other calendar programs?
What is the calendar List view?
What are SuperTag dates?
What are "items" on the calendar?
Can I create a note by sending an e-mail?
How can I view all the contacts and communications that Batchbox has automatically created for me?
What kinds of communications can I log?
Will other users be able to see my e-mails?
How do I add a comment to a contact, To-Do, event, communication or Deal?
How does Batchbook work with the HARO email list?
Can I change my Batchbox address?
Can I forward an e-mail from someone who is not in my Batchbook account?
Can I edit the "To" and "From" on a communication already logged in Batchbook?
Can I log e-mail communications?
How do I log a communication?
How do I forward my e-mails into Batchbook?
What is Batchbox?
What is the Activity Log?
Where are my e-mails located in Batchbook?
How do I edit a communication?
What is a contact record?
How do I create a contact record?
How can I find an existing contact record?
How do I edit a contact record?
Can I change the picture on my contact records?
Can I edit several records at the same time?
Where do I add an address to a contact?
How do I merge contacts?
Do I have to re-enter the same company information for several contacts?
Do I need to resize an image before uploading it?
How do I delete a contact record?
How do I delete all of my contacts?
What are locations?
What information do I need to create a contact record?
What's the difference between a Company location and a Work location?
What kind of customer support do you provide for Batchbook?
Customization with Tags and Supertags
What's the difference between a tag and a SuperTag?
What is a tag?
What is a SuperTag?
How do I tag a record?
How do I create a SuperTag?
How do I add a custom field?
How do I delete a tag from a record?
Can I create a tag first and then add contacts later?
Can I make edits to or delete a tag from all records?
How do I add a SuperTag to a record?
How do I delete a SuperTag?
How do I edit a SuperTag?
What kinds of fields can be created with SuperTags?
How do I add a recurring date to my SuperTag?
How do I attach my custom fields to a contact?
Can I update existing SuperTag data via import (CSV file)?
Why can't I add another SuperTag?
How do I delete a tag from the auto-fill drop-down menu?
How do I add social media information to a contact?
Can I add default tags and SuperTags to every record?
What is the Dashboard?
How do I customize my Dashboard?
What are Dashboard widgets?
How do I add a Twitter Search to my Dashboard?
How do I add a Google Search to my Dashboard?
What is Recent Activity?
Data Security / Storage
How safe is my data?
How often is my data backed up?
Where is my data stored?
Can we store Batchbook on our servers?
What are the system requirements to run Batchbook?
Can I store credit card info in Batchbook?
What's the Deals Tab?
What is a Deal?
How do I change the status options for Deals?
How do I manage leads and Deals in Batchbook?
Can I turn off the Deals tab?
Importing and Exporting Data
Can you share any tips or tricks to help my import go smoothly?
What data can I import?
How do I import my contacts into Batchbook?
Can I export my data?
How do I export my data from Batchbook?
How do I export a contact list into Excel or Numbers?
How do I import custom field information?
How do I import a CSV file?
How do I convert an Excel file into a CSV file?
How do I import a vCard?
How do I import SuperTag data?
What happens if I import the same contacts more than once?
How do I import a group of contacts from Outlook into Batchbook?
How do I import the contents of my Gmail address book?
Excel stripped the zeros from my zip codes. What do I do?
How can I enter information from business cards?
How do I import a single contact from Outlook into Batchbook?
How do I import my Mac address contacts?
What is a vCard?
Why can't I import a user into the "Assigned To" SuperTag field
What industry versions are available in Batchbook?
What is Batchbook for Sales?
Lists & Reports
How do I create a list?
What kind of lists can I create?
What are list reports?
What can I do with list reports?
How do I view a report?
How do I use contacts from Batchbook in a Mail Merge document?
Can I add a single record to my list?
How do I create a list of records that are not tagged?
How do I get my contacts out of Batchbook?
Can I create an email list from my contact records?
How do I create a report?
How do I create mailing labels?
What type of labels do I need to use?
Why aren't my mailing labels lining up right?
Partner Integration - Mailchimp
What is MailChimp?
Can I have an overview of the MailChimp integration?
How do I add the MailChimp integration to my Batchbook account?
How do I create a list of email addresses to send to MailChimp?
How do I send an email blast to a group of contacts with the MailChimp integration?
How do I delete my MailChimp integration?
Can I get an overview of the MailChimp Sync?
My credit card was declined, what do I do?
Where can I update my credit card information?
Why is my account locked?
How do I add, delete, or edit a To-Do List item?
Where can I create To-Dos?
What are To-Do templates?
How do I create a To-Do template?
How do I apply a To-Do template?
Can I create a To-Do via email?
Can I get e-mail reminders for my To-Do List items?
Can I import or export my To-Do List to any calendar programs?
Can I set a time for my To-Dos?
Needs Link - Can other people see my To-Do List?
How do I export To-Do List items to my Google calendar?
How do I format To-Do List dates?
How do I get To-Do List items into iCal?
How do I get To-Do List items into my Outlook calendar?
What is the iCalendar feed?
What's the difference between assigning a To-Do and attaching a To-Do?
Why are "Done" To-Do List items in Batchbook still active or open in my calendar?
Why aren't my flagged To-Do List items showing up as flagged in my calendar?
Why aren't my iCal/Outlook/Google events appearing on my Batchbook To-Do List?
Why aren't new Batchbook To-Do List items appearing in my iCal?
Why weren't To-Do List items in the past or marked as "Done" exported to my calendar?
Can I create multiple To-Dos at once?
I can't login to my account. I get an error message that my email address or password is incorrect. What can I do?
Why can't I download a CSV, PDF, or Vcard file?
Why do I get an "Unable to parse provided file" message when I try to import my contacts?
Do you have web forms?
How do I create a web form?
Is it possible to add contacts to Batchbook from a website?
How do I publish a web form on my own website?
Why can't I embed a web form on my WordPress.com site?
Can files be uploaded via web forms?
How do I add custom data to my web form?
Where can I view new contacts that were submitted via a web form?
Can existing contacts be updated using a web form?
Can I modify fields on an existing web form?
How do I share my web form?
What’s the difference between an account Owner, an Admin, an Advanced user, and a Basic user?
Can I change our Batchbook account URL?
Can I restrict access to my Batchbook account?
How do I add other users to my account?
What happens when I add a new user to my Batchbook account? How do they log in?
How do I upgrade/downgrade my account plan?
How do I update the credit card we have on file?
Can the Account Admin or Owner be changed?
How do we cancel our account?
Can I save international address settings?
How do I change my account status?
How many users can I add to my account?
Is there a free trial period for accounts?
How do I schedule and onboarding appointment?
What happens to our data if we close our account?
Where & how do I access my Batchbook account?
Where is my Batchbook account information?
Why can't I delete some records?
Why do some records have a padlock next to them?
Where can I apply or remove permissions?
Feb 25, 2015
Not finding the answers you need?