This entry was filed under Managing Contacts.

Contact Profiles

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.

Related posts:

  1. Setting up contact-specific tasks
  2. Entering Contact Info
  3. Adding content to the database
  4. Taking ownership of projects or contact profiles
  5. Associate Topics with Contact Profiles

3 Notes

  1. Brian Brown
    Posted September 21, 2012 at 2:31 am | Permalink

    A place for a Contact Picture would be wonderful. I understand I can drop and image onto the Contact workspace, but it’s just another file attachment, rather than part of the contact information. Even if this wasn’t something that could be imported from vcard, no big deal!

  2. Ryo
    Posted September 24, 2012 at 10:40 am | Permalink

    Brian,
    Thanks for the comment! Yes, a thumbnail feature is being added to the contact component in our upcoming releases.

    Ryo

  3. Ryan
    Posted December 10, 2012 at 4:10 am | Permalink

    I don’t know if others would agree, but I would find it useful to add tags to my contacts. Just a thought – Ryan

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