Contacts
Your guest database — fields, segments, imports and merges.
Bulk Actions
- How to Add Contacts in Bulk to a WorkflowThis article walks you through how to filter contacts (e.g., by tag) and add them to a workflow in bulk using the Add to Automation feature. You’ll find a step-by-step guide…
- New Drip Mode Architecture for Bulk ActionsEasily pace your high-volume outreach with Accommador’s improved Drip Mode for Bulk Actions. The new architecture delivers rock-solid reliability, supports schedules longer than…
Bulk Activities
- Adding Contact Tags to Multiple ContactsThis article will show you how to quickly apply tags to multiple contacts using "Add Tags" feature. Whether you’re organizing leads by lifecycle stage, segmenting users for…
- Bulk Actions For Contacts & SmartListsLearn how to efficiently manage your contact lists using Accommador's powerful Bulk Actions tool within SmartLists. Whether you're tagging contacts, sending messages, or importing…
- Importing Contacts and Opportunities via CSVImporting contacts and opportunities in bulk using a CSV file is an essential feature in Accommador that helps streamline data entry and organization. You can map fields, create…
- Removing Contact Tags From Multiple ContactsThis article will show you how to remove tags from multiple contacts at once using the “Remove Tags” bulk action. Whether you’re cleaning up outdated segments, restructuring your…
- Sending Bulk SMS via ContactsLooking to send personalized SMS messages to a large group of contacts in just a few clicks? With the Bulk SMS feature inside the Contacts tab, you can compose, schedule, and…
Contact Details View
- Activity Section UpgradeLearn how to navigate and leverage the redesigned Contacts → Activity section. Featuring new icons, date groupings, clickable cards, and enhanced performance.Note: To enable this…
- Contacts – All-New Contact Detail PageThe all-new Accommador Contact Detail Page delivers a faster, cleaner, and smarter way to view every customer interaction in one place. This article explains what changed, why it…
- Create Subscriptions & Invoices in Contact ProfileAccommador's latest update simplifies managing subscriptions and invoices by allowing users to create and schedule subscriptions directly in a contact's profile! This new feature…
- How to Create Subscriptions & Invoices from Contact's ProfileThis new feature simplifies billing by enabling businesses to create subscriptions and invoices for a particular contact without needing to search for that contact from within a…
- How to Customize the Contact Detail PageContact Detail Page customization in Accommador lets admins tailor contact records to match each workflow. This article explains how to create views, organize panels and modules…
Contacts
- Contact and Opportunity Followers in AccommadorThe ‘Followers’ feature for Contacts and Opportunities allows multiple users to follow and access the same record. This provides you the ability to add up to 10 users as followers…
- Contacts: Sync Attachments to Document Management TabWith this update, users can now seamlessly sync attachments from conversations across Email, SMS, Instagram, and Facebook channels directly to the Contact's Document…
- Internal Tasks for your TeamMore Tutorials from the Communityhttps://youtu.be/QjncCeaa1y8https://youtu.be/h3SGywAkIyYhttps://www.youtube.com/watch?v=QVUKrpakcDAhttps://youtu.be/5mYt9yQssJUCreate and Manage…
- Restore Deleted Contacts or Undo Bulk DeletesQuickly recover accidentally deleted leads with Accommador’s updated Contacts → Restore page. The refreshed interface, multi‑select checkboxes, clear contact columns, and a…
- Workflow - Adding and Removing Followers for ContactsUtilize the workflow actions "Add Contact Followers" and "Remove Contact Followers" to update followers for a contact automatically. This action can be added to your existing…
Contacts and Other Modules
Documents
Getting Started with Contacts
Smart Lists
- Adding Files To Contacts using a Custom FieldThis article explains how to add and manage files for contacts in Accommador, covering both direct uploads and custom fields for a more organized approach to document…
- Advanced Filters in Smart ListsUse Advanced Filters in Smart Lists to segment contacts with more precision in Accommador. This article explains what Advanced Filters are, how they are used, and how the…
- Allow Duplicate Contacts (Contact Deduplication Preferences)The "Allow Duplicate Contact" setting controls how duplicate contacts are managed in Accommador. This setting is particularly relevant for contacts submitted through Zapier or…
- AND/OR FiltersMore Tutorials From the Communityhttps://www.youtube.com/watch?v=kuOt3UZtTLkhttps://www.youtube.com/watch?v=91ofxLNhEbQhttps://www.youtube.com/watch?v=NIPIWcKI_JYThere are 3 types…
- Automatically Merge Facebook Messenger Contacts With Lead Ad ContactsBy default, incoming Facebook Messages will create a new contact in Accommador based on the name, which will be a duplicate contact if that person has already completed a Lead Ad…
- Company Object Feature: A Manual Way to Organize ContactsThe Company Object feature in Accommador helps users group related contacts under a shared company profile. This enhances relationship management, contact organization, and…
- Contact Activity Tab on MobileThe Activity tab in the Accommador mobile app gives users a quick way to review a contact’s history while working from their phone. Instead of switching to the web app or…
- Contact Date Of Birth Field (Birthday)The Birthday field in Accommador allows you to personalize communications, build automation campaigns based on contact birthdays, and filter contacts by age within Smart Lists…
- Contact Profile PictureThis article will show you how the profile picture feature works in Accommador, including how to upload images for contacts and where these images appear in the system. Profile…
- Contacts - Manage and Merge DuplicatesDuplicate contacts can clutter your CRM, skew reports, and cause confusion in communication. The Duplicate Management & Merge Tool helps you easily find, review, and merge…
- Contacts and Bulk Actions - FaQsTABLE OF CONTENTSGeneral QuestionsWhy do I need to confirm my contacts have consented to hear from me while importing contacts?General QuestionsWhy do I need to confirm my…
- Contacts – Revamped List View & SmartListsDiscover Accommador’s revamped Contacts module featuring a modernized List View and SmartLists 2.0. This update streamlines contact management with intuitive design, advanced…
- CSV File Format for Importing Contacts and OpportunitiesThis article will help you format your CSV file correctly before importing it into Accommador. By following this guide, you’ll avoid common import errors, save time, and ensure…
- CSV File Format for Importing ObjectsThis article will help you format your CSV file correctly before importing it into Accommador. By following this guide, you’ll avoid common import errors, save time, and ensure…
- FAQsTABLE OF CONTENTSGeneral QuestionsAre documents under contacts shareable in nature?General QuestionsAre documents under contacts shareable in nature?Currently, all documents that…
- How To Delete Contacts and Their DataThis article provides a step-by-step guide to deleting contacts and their associated data in Accommador. It explains how the feature works, its implications, and best practices…
- How to Export Contacts to a CSV in AccommadorExporting contacts from Accommador is a simple process that allows you to download and store customer information for various purposes. Whether you need to back up your contact…
- How to get customer consent or track legal basis to process your lead's or customer's personal dataDisclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel. What is personal data?Any information…
- How to Group Contacts within an Organization using the 'Company Object' FeatureThe Company Object feature is the ability to create a new entity called “Company” and map contacts under them. This can also be looked at as a grouping mechanism for a list of…
- How to Manage Multiple Email Addresses for a ContactThis article will show you how to manage and add multiple email addresses for a single contact in Accommador!You can manually add up to 10 additional email addresses per contact…
- How to Merge Duplicate Contacts in AccommadorThis article walks you through how to merge duplicate contact records within a Accommador account, helping you clean up your CRM, improve communication accuracy, and maintain a…
- Recover Deleted Contacts and Reverse Bulk DeletionsAccidentally deleted a contact? No worries! Accommador allows you to restore deleted contacts quickly and easily. This guide walks you through restoring individual contacts…
- Troubleshooting Bulk Imports Via CSVThis article will help you resolve errors you may encounter when importing contacts through a CSV file in Accommador. Each error code comes with a specific reason and fix…