CircleBack iOS FAQs

Getting Started

• What is CircleBack? What does CircleBack do?
• What do I need to get started?
• What platforms does CircleBack support?
• Why does CircleBack ask for access to my contacts?
• Why does the initial address book analysis differ from what I'm now seeing in my CircleBack app?
• What do I do after my analysis is complete?

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Backup & Restore

• How do I find my "Default" iOS Address Book?
• How do I restore from backup?

Dashboard

• What is the CircleBack dashboard?
• How frequently does the dashboard update?

CircleBack Updates

• How do I review contact updates in CircleBack?
• Why don't you allow me to accept all updates at once?
• How does CircleBack gather its information?
• Why don't I have any updates?
• How will I be notified of pending updates?
• What do I do if I receive an inaccurate update suggestion?

Export to Salesforce

• How do I login under my Salesforce account within the CircleBack application?
• How do I Export Contacts to Salesforce from CircleBack?
• Can I change my Salesforce settings that I saved when I initially logged into my Salesforce account?
• Will I need to add my Salesforce settings every time I export contacts?

Signature Capture

• How do I connect accounts for Email Signature Capture?
• How can I edit a signature capture before saving it as a contact?
• How do I review signature captures in CircleBack?
• Can I capture signatures from sources other than Gmail?
• How far back will Signature Capture look?

Contacts

• How does swipe functionality work in CircleBack?
• How can I recover deleted contacts?
• Can I manually create a contact in CircleBack?
• How do I manually merge contacts?
• How do I mass-delete contacts?

Suggested Duplicates

• How can I delete contacts from the Duplicates list?

Groups

• What are Groups?
• How to create and add contacts under a Custom Group within the CircleBack?
• How to edit/remove a Custom Group in CircleBack?
• How to add/delete people in CircleBack custom Group?
• How to stop group sharing?
• How to leave from a shared group within the CircleBack app?

See all 8 articles

Account

• How do I create an account?
• Why does CircleBack require the creation of an account?
• How secure is my account?
• How do I update my account information on iOS?
• Can I change the email address associated with my CircleBack account?

Scanning

• Why aren't my business cards scanning properly?
• Will you add additional actions to your scan follow-up screen?
• How do I scan a business card?

Settings & Preferences

• How can I report a problem?