Batchbook » Batchbook FAQs » What's the difference between a tag and a SuperTag?
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 23, 2011
Other Resources
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What's the difference between a tag and a SuperTag?
A tag is a keyword or term assigned to a record that allows you to classify and easily search that record, such as "vendor" or "customer."
SuperTags take tagging to a whole new level. With SuperTags, you can assign a tag to a record, and also associate the tag with a group of custom fields. Say you've tagged a contact record as "friend." By making "friend" a SuperTag, you can add custom fields such as birthday, pet's name, favorite color, etc. That way, any time you tag a record with "friend," you'll have the option of adding this additional information. Then, you can conduct advanced searches and create reports on this custom data as well. Super, indeed! Click the Tags & SuperTags tab to start creating SuperTags.
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