How Do You Use a Template for a Contact List?


Quick Answer

Use a template for a contact list to start a new list, add data fields to an existing list or scrub an old list. To work with an existing contact list, export it, and then open it in the template and edit. To upload a new or scrubbed list, save your data file as a CSV file, and import the new list to your mobile device.

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Full Answer

One approach for using a template for a contact list is to build a new list. Find a template that contains the data fields that you want to include in your contact list. For instance, while some people prefer to keep only names and phone numbers, others keep much more detailed information to make sales calls and so forth. Vertex42.com offers a free template for Excel that can give you an idea of what a fairly complex template can include.

Once you pick a template that’s appropriate for your needs, type in the contact information for each person on your list. It’s also possible to save more than one version of your contacts; for example, friends and family in one list and business contacts in another. When you’ve filled in the data fields, export the list, usually in the CSV format, and then import it into your phone or tablet contact software. Saving contact lists in CSV format also makes them easy to share, and they can also be imported into word-processing software to print mailing labels.

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