A contact profile is like a history about a person: You can keep track of every important information about this person (or organization) in his profile, such as contact information, follow-up tasks, communication records, meeting notes, and file attachments, etc. And even more, everything is organized in the order of time. So whenever you want to review your relationship with a person, this is the place to do it.
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Recent Activities:
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To create a new contact profile, simply click the “People” section in the sidebar, then write the person’s name (or organization name) in the “Add a new contact” input textbox, and hit “enter” to create the profile.
Need to take down some contact information for the contact profile? Just write in the contact info box.
Creating follow-up tasks for specific contacts is very easy in Pagico. Just open up the contact profile (
To import vCard files as contacts, simply navigate to the “People” section by clicking it in the sidebar, then drag and drop the vCard files into the Pagico window.
The Topic / Profile selector panel, a newly introduced feature in Pagico v3.3, allows users to move stuff around, among topics and contact profiles (restrictions apply, see below).
Pagico provides very powerful and flexible linking features, not just the links in the foot notes section, but also inline links. Your everyday work can become a content-rich wiki with tons of internal links to different objects, saving you lots of time navigating among them.
In this case, simply use “[ topic title ]” is definitely going to cause problems. So, instead you can use [ UID ], where “UID” is a series of characters that point to the specific item in the database. To get the UID for a topic, simply search for the topic, and hover your mouse onto the topic in the search results. Topics and contact profiles all have UIDs.
Inserting “EML” files (Mac-only)
It is very often that a project (
Pagico allows you to export contact profiles as PDF files. In order to do so, just open up the contact profile you’d like to export, click on the “Print” link in the upper right corner of the profile.
Contact profiles will be grouped automatically, based on their contact information. Pagico constantly process the contact information in the background, so whenever it found a “group-able” contact information, it will try to create a sub-tab under the “People” section in the sidebar.