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CircleBack Support

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Activity overview

Latest activity by CircleBack Support
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    CircleBack Support created an article,

    How do I restore from backup?

    To restore from backup, please follow these steps: Open the CircleBack app Press the Settings icon in the upper corner Within the Settings menu, press Backups. You should see a list of backups tha...

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    CircleBack Support created an article,

    How do I Sync my contacts to my phone?

    Syncing in CircleBack is a great way to keep your contacts up-to-date anywhere you need them. CircleBack’s Sync is designed to apply any of the changes made within CircleBack directly to the contac...

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    CircleBack Support created an article,

    How do I Sync my contacts to my iPhone?

    Syncing in CircleBack is a great way to keep your contacts up-to-date anywhere you need them. CircleBack’s Sync is designed to apply any of the changes made within CircleBack directly to the contac...

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    CircleBack Support created an article,

    How do I find my "Default" iOS Address Book?

    To set (or check) your iOS Default Address Book, you will need to do the following: Open iOS Settings Scroll down and tap on "Contacts" Tap on "Default Account" and verify tha...

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    CircleBack Support created an article,

    How do I create an account?

    CircleBack now allows for single sign-on (SSO), using Exchange, Microsoft, or Google accounts. When you first launch the app, press the "Get Started" button. The resulting screen will pro...

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    CircleBack Support created an article,

    What are Groups?

    CircleBack allows users to organize contacts into groups by marking important contacts as "Favorite" and moving less-frequently accessed contacts to the "Archive". In addition, ...

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    CircleBack Support created an article,

    How do I connect accounts for Email Signature Capture?

    Here’s how to connect email accounts for signature capture in CircleBack: 1) Tap the “Email Captures” circle on your CircleBack dashboard 2) If you have no previously connected an account, you will...

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    CircleBack Support created an article,

    What's new in CircleBack 2.7?

    CircleBack 2.7 introduces custom contact groups for better organization of your contacts.  Have questions or concerns?  Reach out to us!

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    CircleBack Support created an article,

    What's new in CircleBack 2.6?

    CircleBack 2.6 introduces Email Capture across Microsoft accounts. Previously, CircleBack's email capture worked with Gmail/Google Apps, Outlook/Exchange, and Office 365. Now, all Microsoft account...

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    CircleBack Support created an article,

    How can I edit a signature capture before saving it as a contact?

     When reviewing a signature, press "Problem?" in the upper right corner. On the following screen, press "Something's incorrect". Edit the incorrect information. You can even s...