Contacts management on another level

Crmble Contacts is finally here to take your contact management in Trello to a whole new level. To put it simply, all your contacts are now in an independent database, so you can link them to multiple cards across the boards of your Crmble Team while making it easy to keep the contact updated on multiple cards.

Although the migration to contacts has been designed to be as seamless and smooth as possible, keep on reading to understand what has changed and to find out about all the good things that Contacts brings.
First thing you’ll notice when you open a card is that there is an all new and fresh way to display your contact details. Visually more appealing and easier to differentiate from the fields that are purely related to the card. As Crmble suites many different use cases, cards can represent different things. A card can be a deal, lead, customer file, support ticket, shipment order, you name it!

When you create a new card, you can create a new contact from scratch by filling the details and saving the new contact.

or you can use the “Add from my contacts” button to search for an existing one and link it to the card.

Thanks to the contact database being now independent from the cards database, you can now start for instance with a contact in a card of your sales funnel board, where cards represent leads, and continue working with that same contact on a different board where cards represent actual deals.

Brenna Schmidt is linked to two different cards in two different boards

Here's a short summary of all the new features that includes Crmble Contacts

  • All the contacts are now in a separate database and can be linked to multiple cards in different boards inside your Crmble Team.
  • In the all new Contacts section you can search your contacts directory by Name, Surname, Phone, Email or Company.
  • Update your contacts from one place and track to how many cards a contact is linked to all in the all new Contacts section.
  • Your Crmble Fields are now divided into two groups. Card Crmble Fields relative to the card and Contact Crmble Fields relative to the contact. When creating new Crmble Fields you can now choose whether the new field is a Contact or a Card Field.
  • Access Crmble Fields setting from the “Gear Icon” present in every card back view.
  • There are now active buttons next to every contact detail to call, send mails or open an external link.
  • Crmble Toppings third party integrations like Gmail, Contacts or Google Drive are now accessible directly from the new contact card

Contacts FAQs

  • How do I create a new contact?

    There are to places from which you can create a new contact:

    • From a new card: Just open a card and fill out at least the name contact field, press the “Save new contact” button.
    • From Crmble’s contact section: Using the “Add new contact” button. Fill out the details and press the “Save new contact” button.
  • If I disable Crmble or I delete my Crmble personal settings, do my contacts also get deleted?

    No

  • If I permanently delete a board of my Crmble Team, do my contacts also get deleted?

    No

  • How do I delete a contact?

    Open Crmble and go to the contact menu. Search for the contact and click the trashcan icon to delete it. If the trashcan icon is not active, it’s because you can only delete contacts that are not linked to any card of any board in your Crmble Team. You can check on the right column of the contact section to how many cards a contact is linked with.

  • If I delete or archive a card, does the contact linked to that card also get deleted?

    No. The contact database is independent from the leads/cards database.

  • What is the minimum requirement to create a new contact?

    You can create a new contact just by filling out the name field.

  • How do I import contacts?

    We are working on a separate import tool for contacts, but until then you can import your contacts using the current Lead Import tool into a specific list. This way Crmble will automatically create a new contact for every card. If you don’t want to keep the cards but only the contacts, just archive all the newly created cards and you are good to go.

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