How to use Qcontactz

Introduction

System Requirements

How to install Qcontactz

How to add contacts

Import contacts from Google

Import contacts from CSV or vCard files

Manually create contacts

How to manage contacts

Merge duplicates

Groups

Favorites

Private contacts

Snapshot management

How to use contacts

Export contacts to CSV or vCard files

Stay connected using QmailAgent

Flexible API integration

Introduction

Qcontactz is an application for QNAP NAS that allows users to centrally store and manage contact

information in an always-online database that can be accessed from any computer or mobile device.

This document explains how to install, initialize and start using the Qcontactz application.

System Requirements

Container Station must be installed and initialized before using Qcontactz.

For QTS 4.2, Qcontactz requires Container Station v1.5 (or newer).

For QTS 4.3, Qcontactz requires Container Station v1.7 (or newer).

How to install Qcontactz

Go to “App Center” > “Recommended” and find Qcontactz. Click “Add To QTS” to install the application.

[Fig 1]

How to add contacts

When using Qcontactz for the first time, the following page will be displayed to assist in adding contacts.

Fig 2

There are three ways to add contacts to Qcontactz:

Import contacts from Google

To import contacts from a Google account, click the "Google" button as shown in Fig 2 or open the side

menu and go to "More" > "Import" > "Google" as shown in Fig 3. Users must log in to the Google

account they want to import contacts from.

Fig 3

After importing contacts from a Google account, click "Manage Accounts" to change the account's

settings. A schedule can be set for importing contacts from these accounts or they can be manually

imported at any time.

Fig 4

Import contacts from CSV or vCard files

To import contacts from a CSV or vCard file, click the "File Import" button as shown in Fig 2 or open the

side menu and go to "More" > "Import" > "File Import" as shown in Fig 5. Files can be imported from a

local PC or from the NAS.

Fig 5

The contents of CSV files can be previewed and field mapped before importing them.

Fig 6

Manually create contacts

To manually add contacts, click the floating blue icon.

Fig 7

How to manage contacts

Qcontactz provides several tools to efficiently manage a huge contacts database.

Merge duplicates

To find and merge duplicate contacts, open the side menu and go to "More" > "Duplicates

Manager".

[Fig 8]

Merged contacts will be displayed in the Merge History. To restore a merged contact, click the contact

and then the restore button.

[Fig 9]

Groups

To assign contacts to a group, select them and then click the group button.

Fig 10

Favorites

To add a contact to favorites, select the contact and click the favorite button.

Fig 11

Private

Private contacts are protected using a high-security password. To make contacts private, select the

contacts and click the lock button.

Fig 12

To view private contacts, open the side menu and go to "Private".

Fig 13

Snapshot management

To take snapshots of the contacts database, open the side menu and go to "More" > "Snapshot

Management". To restore the contents of a snapshot, click the "Restore Snapshot" button.

Fig 14

How to use contacts

The contacts database can be used in different scenarios to enhance productivity.

Export contacts to CSV or vCard files

To export contacts as a CSV or vCard file, open the side menu and go to "More" > "Export".

Fig 15

Stay connected using QmailAgent

QmailAgent is an application for QNAP NAS that allows users to centralize their email accounts and to

send/receive emails using their NAS. When used with Qcontactz it provides a quick and easy way to

send emails to contacts. In the main dashboard, click on an email address and QmailAgent will display a

new window to compose an email.

Note: QmailAgent must be installed before using this feature.

Fig 16

Flexible API Integration

To access the Qcontactz API, click the Qcontactz API button. Qcontactz can also be integrated with

existing corporate CRM/ERP databases to provide a cross-platform and multi-terminal contacts

management solution.

Fig 17