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CircleBack Support

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  • How do I update my account information on iOS?

    To edit your account information, open CircleBack and press on your name at the bottom of the dashboard.  The app will display the information listed in your profile.  Press "Edit My Info" to edit ...

  • How can I report a problem?

    If you have encountered an issue with the app, we encourage you to submit a ticket to our support team.   To report a problem from the app: Press the settings icon in the top left corner of the ap...

  • How can I "Archive" a contact?

    To archive a single contact: Enter the contact record and press the "..." button in the lower right corner Press Archive  The contact will be placed in the Archive group, and the contact will be ...

  • How can I "Favorite" a contact?

    To flag a contact as a favorite: Enter the contact record  Press the star icon in the upper right part of the screen The contact will then be placed in the Favorite group, and a yellow star will ...

  • How can I delete contacts from the Duplicates list?

    While reviewing suggested duplicates, you may find contacts you don't wish to keep.  To delete contacts from the "Duplicates" list: Press "Select" in the upper right corner Select the contact(s) y...

  • How do I mass-delete contacts?

    To mass-delete contacts on iOS, do the following:   Press on the "My Contacts" circle in the app Press the "..." button in the upper right corner Press "Select Contacts" Tap on the contacts you wi...

  • How do I manually merge contacts?

    To manually merge contacts on iOS, follow these steps: Press the "My Contacts" circle in the app Press the "..." button in the upper right corner Press "Select Contacts" Tap on the contacts you w...

  • Can I capture signatures from sources other than Gmail?

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

  • How do I mass-delete contacts?

    To mass-delete contacts in CircleBack, do the following: Tap the "All Contacts" bubble in your Dashboard Press and hold a contact you wish to delete. The circle next to the contact will appear wi...

  • How do I manually merge contacts?

    Manually merging contacts in CircleBack is easy. Simply: Tap the "All Contacts" bubble in your Dashboard Press and hold on a contact you wish to merge. The circle next to the contact's name will ...