Address Book
The Address Book in Commander helps you:
Keep your contacts organized and accessible with the WaymakerOS Address Book.
Overview
The Address Book in Commander helps you:
- Store contact information for people and companies
- Organize contacts into groups
- Access contact details when composing emails
- Share contacts with your team
Getting Started
Accessing Address Book
- Open Commander
- Click Address Book in the sidebar
- Your contacts list opens
Contact Views
- All Contacts - Everyone in your address book
- Groups - Contacts organized by category
- Recent - Contacts you've interacted with recently
- Companies - Business contacts grouped by company
Adding Contacts
Create a Contact
- Click New Contact
- Enter contact details:
- Name - First and last name
- Email - One or more email addresses
- Phone - Phone numbers
- Company - Organization they work for
- Notes - Additional information
- Click Save
Import Contacts
Import contacts from a CSV file:
- Go to Address Book > Import
- Click Choose File
- Select your CSV file
- Map columns to contact fields
- Click Import
Auto-Add from Email
Contacts are automatically added when you:
- Reply to someone's email
- Add them to a meeting invite
- Send them a message
You can turn this off in settings.
Managing Contacts
Editing Contacts
- Click on a contact
- Click Edit
- Update their information
- Click Save
Deleting Contacts
- Click on a contact
- Click the menu (...) and select Delete
- Confirm deletion
Deleted contacts are removed permanently.
Merging Duplicates
If you have duplicate contacts:
- Go to Address Book > Duplicates
- Review suggested duplicates
- Click Merge to combine them
- Choose which information to keep
Contact Groups
Creating Groups
Organize contacts into groups:
- Click New Group
- Enter a group name (e.g., "Clients", "Vendors", "Friends")
- Click Save
Adding Contacts to Groups
- Open a contact
- Click Add to Group
- Select one or more groups
- Click Save
Or drag contacts onto a group in the sidebar.
Using Groups
Groups are useful for:
- Sending emails to multiple people
- Filtering your contact list
- Organizing by relationship type
Company Contacts
Viewing by Company
- Click Companies in the sidebar
- See all companies with contacts
- Click a company to see everyone who works there
Linking Contacts to Companies
- Open a contact
- In the Company field, enter or select the company
- Click Save
Contacts with the same company are automatically grouped.
Contact Details
Fields
Each contact can have:
- Name - Full name
- Email - Multiple email addresses
- Phone - Mobile, work, home numbers
- Company - Where they work
- Title - Job title
- Address - Physical location
- Notes - Free-form notes
- Tags - Custom labels
Custom Fields
Add custom fields for your needs:
- Go to Address Book > Settings
- Click Custom Fields
- Add fields like "Customer Since" or "Account Number"
- These appear on all contacts
Sharing Contacts
Team Contacts
Contacts can be personal or shared with your team:
- Personal - Only you can see them
- Team - Visible to your organization
To share a contact:
- Open the contact
- Click Share
- Choose "Share with Organization"
- Click Save
Exporting Contacts
Export your contacts to CSV:
- Go to Address Book > Export
- Choose which contacts to export
- Click Download CSV
Search and Filter
Searching
Use the search bar to find contacts by:
- Name
- Company
- Phone number
- Notes content
Filtering
Filter your contact list:
- Click Filter
- Choose filter criteria:
- Group membership
- Company
- Has email/phone
- Date added
- Click Apply
Integration with Email
Quick Email
To email a contact:
- Click on the contact
- Click the email address
- A new compose window opens
Contact Suggestions
When composing an email:
- Start typing a name or email
- Matching contacts appear
- Click to add them
Add Sender to Contacts
When viewing an email:
- Click the sender's name
- Click Add to Contacts
- Edit details if needed
- Click Save
Best Practices
Keep Contacts Updated
Periodically review and update contact information:
- Correct outdated emails
- Update job titles
- Add missing information
Use Groups Effectively
Create groups that match how you work:
- "Active Clients"
- "Networking"
- "Industry Contacts"
Add Notes
Add notes to remember context:
- How you met
- Important details
- Last interaction
Clean Up Regularly
Remove outdated or irrelevant contacts to keep your address book useful.
Frequently Asked Questions
Can I import from Google Contacts?
Yes, export from Google as CSV and import into WaymakerOS.
Are contacts shared automatically?
No, contacts are personal by default. You choose what to share.
Can I undo a deletion?
No, deletions are permanent. Export contacts before deleting if unsure.
Is there a contact limit?
No limit on the number of contacts you can store.
Sync to Your Devices
Sync your Waymaker contacts to your phone, tablet, or computer:
- Sync Contacts to Devices - iPhone, Android, Mac, Windows, and Thunderbird
CardDAV Server Settings
For apps that support CardDAV:
| Setting | Value |
|---|---|
| Server | dav.waymakerone.com |
| Port | 443 (HTTPS) |
| Path | /SOGo/dav/{email}/Contacts/personal/ |
| Username | Your full email address |
| Password | Your email token |
Related
- Email - Communicating with contacts
- Calendar - Scheduling with contacts
- Teams - Team organization
- Sync Calendar to Devices - Keep calendars in sync