» Address book

How do I create a group?

Go to the Address book tab. Click on “Add a new group”. You will see a popup window where you can create a name for the group. Once the group is created, you can easily add contacts to the group by editing the group. Make sure the group name is selected, and click “edit”. Then select the section titled “Add contacts to group” and select the contacts from the list that you want in this group. When you are finished, click save.

How do I add a contact to a group?

There are two different ways to add a contact to a group. If you want to add multiple contacts to a group, start by selecting the group name. Once the name is selected, click “edit” to edit that group. Then select the section titled “Add contacts to group” and select the contacts from the list that you want in this group. When you are finished, click save.

If you only want to add a couple contacts to a group, you can do so within each contact’s information. Select the contact you want to add, and then look for the Groups section under their contact information. In the drop down select the group name you would like to add this contact to. As soon as you select a group name, their name will be added to the group automatically.

How do I remove contacts from a group?

Go to the Address Book tab. Click on the group name. The list of contacts in the middle column will change based on who is in that group. Select the name of the person you want to remove from the group. Look for the Groups section under their contact information in the right column. Click the X next to the group name to remove it for that contact. They will be removed from that group.

Do groups get automatically created?

Yes, if you create an event and invite guests, a group with that event name gets created in your address book.

What is merge contacts within the address book?

Merge contacts allows you to consolidate contact information. For example, you can make a husband and wife with the same email one contact instead of two. The option to merge contacts becomes available once you select one of the contacts within your address book. 

Open one of the contacts.  At the top of their contact details, click on Merge Contact.  A popup window will appear asking you to select the other contact(s) that you would like to merge with this one.  Once you have selected the contacts that you want to merge, click the “Merge” button at the bottom.  All the information from each of the selected files will be added, or merged, into the original contact file.

How do I import my contacts from my existing address books?

Log into your PurpleTrail account and click on the Address Book tab and then Import Contacts in the submenu.  In the first step select the address book you would like to import.  Then in step two follow the directions to complete the import process. For specific instructions for each address book type, see below:

GMail: Enter your Gmail username and password. Then click the ”Get address book” button. You will see a confirmation window telling you how many contacts were imported.

Yahoo:Click on the Import from Yahoo button. A pop-up window will open and allow you to enter your username and password. You will then see a “Sign-in Permissions” page asking you to grant access to your Yahoo address book by PurpleTrail.com. Click “I agree” and the import process will complete. You will see a confirmation window telling you how many contacts were imported.
 
Hotmail:  Click on the “Import from Hotmail” button. A pop-up window will open and allow you to enter your windows live ID and password. You will then see an “Allow access” page asking you to grant access to your MSN address book by PurpleTrail.com. Click “Allow access” and the import process will complete. You will see a confirmation window telling you how many contacts were imported.

Plaxo:Click on the “Import from Plaxo” button. A pop-up window will open and allow you to enter your Plaxo username and password. After you sign in, you will see a list of all your Plaxo contacts. Put a check mark by the contacts you would like to import (or click “check all”) and click the “Done” button. You will see a confirmation window telling you how many contacts were imported.

CSV:You will first need to export your address book from the other service into CSV (comma separate value) format.   For detailed instructions, please see the Import Contacts page within your PurpleTrail address book and click on the CSV icon.  Below you will see instructions on how to import from Excel, Outlook, Outlook Express, Windows Address Book, Windows Contacts and Mac OS X Address Book.

What is displayed in my address book?

Anyone you have added to your events is in your address book. You can also add contacts directly to your address book by typing them in individually or importing your address book from another source. For more information, see How to import contacts.

Do contacts get automatically added to my address book?

Yes. If you create an event and invite guests by entering their name and email address, their information will automatically be added to your address book.

How do I add information to someone already in my address book?

Click on the Contacts tab. From the list of contacts, select the person you wish to edit. Click “edit” above that contacts information. You will then be able to make changes. Click “save” when you are finished.