Batchbook » Batchbook FAQs » Will other users be able to see my e-mails?
Topics
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BatchBook Overview
11
- Who is BatchBlue?
- Why the name Batchbook?
- How can I use shortcut keys or hotkeys to navigate?
- How is Batchbook different than hosted contact management systems (Highrise, HyperOffice.com, Plaxo.com)?
- How is Batchbook different than what's currently on the market?
- What browser do you recommend?
- Do you have a mobile version of Batchbook?
- How do I access the BlackBerry version of Batchbook?
- How is Batchbook different than build-it-yourself database software?
- How is Batchbook different than desktop applications (Outlook, Dynamic, Excel, Act, Goldmine, Maximizer)?
- How is Batchbook different than hosted CRM software?
- Affilations 6
- Android Application 4
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Calendar
7
- 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?
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Communications
16
- 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?
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Contact Records
15
- 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?
- Customer Support 2
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Customization with Tags and Supertags
20
- 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?
- Dashboard 6
- Data Security / Storage 6
- Deals 6
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Importing and Exporting Data
28
- 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 migrate my Bantam Live Data to Batchbook?
- How do I import a single contact from Outlook into Batchbook?
- How do I import my Highrise contacts?
- How do I import my Mac address contacts?
- How do I import the contents of my Hotmail address book?
- How do I import the contents of my LinkedIn address book?
- How do I import the contents of my Thunderbird address book?
- What is a vCard?
- Why can't I import a user into the "Assigned To" SuperTag field
- How can I import my information from Salesforce?
- How do I import my Bantam Live Contacts?
- What information can be migrated from Bantam to Batchbook?
- Industry Versions 2
- iPhone App 5
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Lists & Reports
12
- 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?
- How can I import my list into Constant Contact?
- Can I create an email list from my contact records?
- How do I create a report?
- Mailing Labels 3
- Partner Integration 3
- Partner Integration - Eventbrite 5
- Partner Integration - Flowtown 1
- Partner Sync - Freshbooks 8
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Partner Sync - Google
25
- What is Google Apps integration?
- How do I integrate my Google Apps account with Batchbook?
- I can't find the link to create or log into my Batchbook account in Google Apps.
- Is the Google Apps integration free?
- Can existing Batchbook accounts integrate with Google Apps accounts?
- How do I enable the single sign-in feature for my Google domain?
- How do I delete Batchbook from the Google Marketplace?
- What is Google Contacts sync?
- How do I sync my Batchbook contacts with Gmail?
- Is Google Contacts sync two-way?
- Can I add Batchbook contacts to Gmail by adding the sync tag?
- Can I sync contacts to other Batchbook account users' Google Contacts accounts?
- Does Batchbook de-dupe when it syncs with Google Contacts?
- Does disabling a sync service remove the contact from Batchbook?
- How often does Gmail sync occur; should I re-sync?
- What happens if a contact is deleted from Gmail?
- What happens if I remove the Gmail sync tag?
- What happens when I add new contacts to Google Contacts?
- What is the Batchbook Sync Group in Gmail?
- Will re-syncing create dupes?
- Will Google Contacts sync work if I'm using Google Apps for my domain?
- Can updated contacts in Batchbook be pushed to multiple Google Apps accounts?
- How do I add contacts to a Gmail group?
- How do I eliminate unwanted contacts when setting up Google Contacts sync?
- Do you have any tips for perfectly syncing Batchbook and Google contacts?
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Partner Integration - Mailchimp
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- 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?
- Partner Sync - Shoeboxed 3
- Partner Integration - Tungle 4
- Partner Integration - Zendesk 5
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Payments
9
- Can I pay by check?
- Can I set up quarterly payments?
- Can you send me a receipt or invoice when my credit card is charged?
- How safe is my credit card?
- My credit card was declined, what do I do?
- What credit cards do you accept?
- What is a CVV number?
- Where can I update my credit card information?
- Why is my account locked?
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Social Search
12
- Can I get an overview of your Social Media Search?
- What happens when I search my Social Networks?
- How do I initiate the Social Media Search?
- Can I share my Social Media information with other users on my account?
- Why can’t I see my own Social Media profile?
- What information will I be able to bring in with the Facebook Search?
- What can I do with Facebook details brought into Batchbook?
- What information can I bring in with the Twitter Search?
- Can I import my Twitter Followers/Followees?
- What can I do with the tweets that are brought in from Twitter?
- I have more than one Twitter name. Can I search more than one account per network?
- What information can I bring in with the LinkedIn Search?
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To-Do List
22
- 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?
- Troubleshooting 3
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Web Forms
11
- 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?
- Tutorials 1
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Your Account
20
- 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?
- Do you offer a free account?
- 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?
- 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?
Last Updated
Aug 17, 2011
Other Resources
Will other users be able to see my e-mails?
It depends on each user's permissions. Basic users will only see communications (e-mail is a type of communication) that they create or that are assigned to them by an account admin. Communications are viewable on the Communications tab, the Activity Log on a contact's detail page, and on the Calendar tab, if you opt to "show" communications.
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