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ContactSafev2.0.3
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Guide

How to use ContactSafe

Step-by-step instructions drawn from the app’s own tips.

Contacts

  1. Add a contact
    1

    Add a contact

    Tap + to add someone. Your phone’s contacts can be imported in Settings.

  2. Find a contact
    2

    Find a contact

    Type a name, company, number or email.

  3. Jump by letter
    3

    Jump by letter

    Slide along the letters to reach a name fast.

  4. Hold for quick actions
    4

    Hold for quick actions

    Hold a contact to star it, send its card or delete it.

  5. Filter by group
    5

    Filter by group

    Show only the groups you choose; tap again to see everyone.

  6. Call, write, find
    6

    Call, write, find

    Call, email or open the place in one tap. A faded button adds the first one.

  7. Star and edit
    7

    Star and edit

    Star a favourite; Edit changes the name, numbers and addresses.

  8. Add photos and files
    8

    Add photos and files

    Tap + Add to attach a photo, a scan or any file to this person.

  9. Files, notes and projects
    9

    Files, notes and projects

    Everything about this person, one tap away.

  10. Places
    10

    Places

    Tap a place for maps, copy, a website or sharing.

  11. Hold for more
    11

    Hold for more

    Hold an empty spot on this page to paste or add something quickly.

  12. Share a contact
    12

    Share a contact

    Send a contact card, or the whole contact with its files as a ContactSafe file.

  13. Contact photo
    13

    Contact photo

    Tap to take or choose a photo.

  14. Change the label
    14

    Change the label

    Tap Mobile, Work and so on to change it.

  15. Country code
    15

    Country code

    Pick the country code for the number.

  16. More numbers
    16

    More numbers

    Add as many as you need; − removes one.

  17. Addresses
    17

    Addresses

    Tap to edit an address; drag its grip to reorder.

  18. Favourites on top or in A–Z
    18

    Favourites on top or in A–Z

    In Contacts, flip the switch next to FAVOURITES. Off, starred people sit among the letters; on, they are back at the top.

Videos

Groups

  1. Make a group
    1

    Make a group

    Name a group, then add people to it right away.

  2. Tick to filter
    2

    Tick to filter

    Tick the groups to show in Contacts; hold one to open it.

  3. All or none
    3

    All or none

    Show every group, or clear them all in one tap.

  4. Edit groups
    4

    Edit groups

    Tap Edit, then a group, to rename it or change who is in it.

  5. Groups
    5

    Groups

    Tap a group to change which groups this person is in.

  6. Add people
    6

    Add people

    Pick who belongs to this group.

  7. Remove from group
    7

    Remove from group

    Tap − to take someone out; the contact itself stays.

  8. Delete the group
    8

    Delete the group

    Removes the group only, never the contacts in it.

  9. Search to add
    9

    Search to add

    Type a name to find someone fast.

  10. Tick to choose
    10

    Tick to choose

    Tap people to add or remove them.

  11. Nothing changes until OK
    11

    Nothing changes until OK

    OK saves the group; Cancel keeps it as it was.

Videos

Files

  1. Add here
    1

    Add here

    Tap + to add photos, scans, files or a new folder.

  2. Each file’s menu
    2

    Each file’s menu

    Tap ⋯ or hold a file to share, move, rename, describe or delete it.

  3. Hold an empty spot
    3

    Hold an empty spot

    Hold empty space to paste, add files or make a folder.

  4. List or grid
    4

    List or grid

    Switch between rows and big thumbnails.

  5. Select several
    5

    Select several

    Select files to share, move or delete them together.

  6. Folders
    6

    Folders

    Open a folder; hold it to rename, move, share or delete it.

  7. Descriptions
    7

    Descriptions

    Your note about a file shows under its name.

  8. Swipe to delete
    8

    Swipe to delete

    Swipe a file to the left to delete it — Undo brings it back.

  9. Where you are
    9

    Where you are

    The path shows which folder you are in; Back goes up one.

  10. Find a place
    10

    Find a place

    Search contacts, projects and folders.

  11. Choose a folder
    11

    Choose a folder

    Tap a contact or project to see its folders.

  12. Place it here
    12

    Place it here

    Moves or copies it to what you picked.

  13. All your photos
    13

    All your photos

    Every photo from every contact and project, in one place.

  14. Files and notes
    14

    Files and notes

    Switch to see every note in one place.

  15. Sort and view
    15

    Sort and view

    Newest or oldest first; list or grid.

  16. Search files
    16

    Search files

    Search file names and note text.

  17. Hold a file
    17

    Hold a file

    Hold a file to share, move or jump to its contact or project.

  18. Your own folders
    18

    Your own folders

    Folders here belong to no one — they are just yours.

Videos

Photos

  1. Swipe
    1

    Swipe

    Swipe left or right for the next photo.

  2. Whose photo
    2

    Whose photo

    Tap the name to open its contact or project.

  3. Add a description
    3

    Add a description

    Write a few words about this photo.

  4. Crop and rotate
    4

    Crop and rotate

    Edit saves a cropped or rotated copy; the original stays.

  5. Share, move, delete
    5

    Share, move, delete

    The bar below shares, moves, sets as profile photo or deletes.

  6. Crop and rotate
    6

    Crop and rotate

    Drag the corners to crop; rotate with the button.

  7. Saved as a copy
    7

    Saved as a copy

    Done saves a new copy next to the original.

  8. Hold a photo
    8

    Hold a photo

    Rename it, describe it or jump to its owner.

  9. Newest or oldest
    9

    Newest or oldest

    Flip the order of the months.

  10. Select many
    10

    Select many

    Share, zip or delete a batch at once.

Videos

Notes

  1. New note
    1

    New note

    Tap to write a note for this person or project.

  2. Swipe for more
    2

    Swipe for more

    Swipe a note to share, print, move to files or delete it.

  3. Saved as you go
    3

    Saved as you go

    Back keeps what you wrote. To throw changes away, use More.

  4. Share the note
    4

    Share the note

    Send the text to another app.

  5. Link it
    5

    Link it

    Link this note to a file, contact or project.

  6. More
    6

    More

    Print, move to files, or discard your changes.

Videos

Projects

  1. Start a project
    1

    Start a project

    Tap + to plan a job with its people, places, files and notes.

  2. Find a project
    2

    Find a project

    Search projects by title or place.

  3. Sort
    3

    Sort

    Soonest or latest first.

  4. Project menu
    4

    Project menu

    Tap ⋯ to edit, archive or delete a project.

  5. Archive
    5

    Archive

    Finished projects wait here; open them any time.

  6. Shortcuts
    6

    Shortcuts

    Tap a count to open its contacts, files, notes or places.

  7. Who is involved
    7

    Who is involved

    Add the contacts who belong to this project.

  8. Files and notes
    8

    Files and notes

    Add photos and notes to the project right here.

  9. Cover photo
    9

    Cover photo

    Tap the top to add or change the cover.

  10. Share and edit
    10

    Share and edit

    Send the whole project as a ContactSafe file, or edit its details.

  11. Dates
    11

    Dates

    Tap the date or time; an end is optional.

  12. All day
    12

    All day

    For a whole day, without a time.

  13. Attachments
    13

    Attachments

    Pick contacts and add files and notes.

  14. Their projects
    14

    Their projects

    Every project this person is part of.

  15. A project with them
    15

    A project with them

    Tap + to start a project with this person already in it.

  16. Finished projects
    16

    Finished projects

    Archived projects wait here, out of the way.

  17. Bring it back
    17

    Bring it back

    Unarchive puts the project back in the list.

  18. Find people
    18

    Find people

    Search your contacts by name.

  19. Tick to add
    19

    Tick to add

    Tap contacts to add them to the project.

  20. Done
    20

    Done

    Saves who is in the project.

Videos

Locations

  1. Places
    1

    Places

    Add one or more locations; tap one to open, copy or add its website.

  2. Add a place
    2

    Add a place

    Type an address or pick it on the map.

  3. Search a place
    3

    Search a place

    Type a name or an address and pick it from the suggestions.

  4. Or tap the map
    4

    Or tap the map

    Tap anywhere on the map to drop a pin there.

  5. Label
    5

    Label

    Home, Work or your own name for the place.

  6. Address
    6

    Address

    Type the street, postal code, city and country.

  7. Pin on the map
    7

    Pin on the map

    No address? Drop a pin on the map instead.

  8. Place menu
    8

    Place menu

    Rename, copy, open or delete a place.

  9. Drag to reorder
    9

    Drag to reorder

    Hold the grip to change the order.

  10. Maps without signal
    10

    Maps without signal

    Download a region to place pins offline.

  11. Import a map file
    11

    Import a map file

    Add a map you downloaded elsewhere.

  12. Wi-Fi only
    12

    Wi-Fi only

    Big downloads wait for Wi-Fi.

  13. Places open in any maps app
    13

    Places open in any maps app

    Share a place from your map app to ContactSafe. Tap it later and pick the maps app to open it in.

Videos

Share

  1. Pick a destination
    1

    Pick a destination

    Save to My Files, a contact or a project.

  2. Search
    2

    Search

    Find the contact or project by name.

  3. Someone new
    3

    Someone new

    Save it to a new contact or a new project.

  4. Save
    4

    Save

    Saves it, then takes you back to the app you came from.

Videos

Backup

  1. Keep a backup
    1

    Keep a backup

    Back up now saves a copy of everything. Keep one somewhere other than this phone.

  2. Restore
    2

    Restore

    Bring everything back from a backup file.

  3. How many to keep
    3

    How many to keep

    Choose how many old backups stay on this phone.

  4. Another file
    4

    Another file

    Restore from a backup saved somewhere else.

  5. Bring data in
    5

    Bring data in

    Import your phone’s contacts, the old app or a backup link.

  6. Back up to your own cloud
    6

    Back up to your own cloud

    Settings → Cloud backup: choose where to back up and turn on Automatic backup. On a new phone choose the same place and restore.

Videos

Security

  1. Lock the app
    1

    Lock the app

    Ask for Face ID, a fingerprint or your code to open ContactSafe.

Settings

  1. Your language
    1

    Your language

    Pick one, or follow the phone with System default.

  2. Light or dark
    2

    Light or dark

    Pick a theme, or follow the phone.

  3. Text size
    3

    Text size

    Make the text bigger or smaller.

  4. Tab bar style
    4

    Tab bar style

    Choose how the tab bar looks.

  5. Name order
    5

    Name order

    Sort by first name, or show the family name first.

  6. Your tab bar
    6

    Your tab bar

    Drag to reorder; tap a tab to rename it.

  7. Project reminders
    7

    Project reminders

    Get a reminder before a project starts.

  8. Backup reminder
    8

    Backup reminder

    A weekly nudge to make a backup.

  9. Advanced
    9

    Advanced

    Storage, tab order and Delete all data live here.

  10. Storage
    10

    Storage

    See what takes up space.

  11. What takes space
    11

    What takes space

    Files, photos and videos, shown by size.

  12. Export all files
    12

    Export all files

    Save every file in one ZIP — it is not encrypted.

  13. Tabs
    13

    Tabs

    Reorder and rename the tabs.

  14. Delete all data
    14

    Delete all data

    Erases the vault on this phone; saved backups stay.

  15. Intro again
    15

    Intro again

    Replay the welcome pages any time.

  16. Rate ContactSafe
    16

    Rate ContactSafe

    Tell others what you think of the app.

Videos