Tag Archives: contact profile

Jan
12
2011

Folding and expanding objects

Note This article describes features that are only available in Pagico version 5 or later. To reduce visual clutter, you can fold and expand objects, such as notes, lists, and files. To fold or expand single objects, please hover your mouse over the designated object and click on the arrow icon located at the left-upper [...]

By lesley | Posted in Capturing Tidbits, Managing Contacts, Managing Projects and Events | Also tagged , | Comments (0)
Jan
08
2010

Video Tutorial: Contact Management

By Ryo | Posted in Managing Contacts | Also tagged | Comments (0)
Sep
25
2009

Click-and-link

Note The feature described in this article is only available in Pagico v4 or later. In many cases, you will want to expand a certain concept (task or person’s name, etc) by creating a project (or contact profile) with the same title and link to it. Thankfully, starting from Pagico v4, this action can be really [...]

By Ryo | Posted in Managing Contacts, Managing Projects and Events | Also tagged , , | Comments (1)
Oct
06
2008

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 [...]

By Ryo | Posted in Managing Contacts | Comments (0)
Oct
06
2008

Activities

Note This feature is being deprecated since Pagico v4.0. However, you can use text notes with timestamps to achieve a similar goal. Activities can be considered as “notes” about a person. You can take meeting notes and save that as an activity with a date of the meeting, or take notes about a conversation over [...]

By Ryo | Posted in Managing Contacts, Managing Schedule | Also tagged | Comments (2)
Oct
06
2008

Export / Print a contact profile as PDF files

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. Once you’ve done so, a printer-friendly version of the current contact profile will be created and displayed [...]

By Ryo | Posted in Managing Contacts, Sharing Information | Also tagged , | Comments (0)
Oct
06
2008

Setting up tasks regarding to a specific contact profile

Creating follow-up tasks for specific contacts is very easy in Pagico. Just open up the contact profile (create one if you need), and type in the task name and due date. After typing in the information, just hit “enter” to save it as a task. Tasks in contact profiles doesn’t have to have a due [...]

By Ryo | Posted in Managing Contacts, Managing Schedule | Also tagged , , | Comments (1)
Oct
06
2008

Inserting QuickNotes into topics or contact profiles

QuickNotes can become useful, too. So when they do, you can always insert them into relevant topics or contact profiles. To do so, just hover your mouse onto that QuickNote item, then click on the “Insert to…” button to see the selector panel (new feature in v3.3). With the selector panel, you can easily insert [...]

By Ryo | Posted in Capturing Tidbits | Also tagged , | Comments (0)
Oct
06
2008

Smart Grouping: Organize Contacts in Groups, automatically

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. People here in the left image are listed under “People -> Position” subtab, [...]

By Ryo | Posted in Managing Contacts | Also tagged | Comments (1)
Oct
06
2008

Entering Contact Info

Need to take down some contact information for the contact profile? Just write in the contact info box. The fun part is Pagico doesn’t restrict you on what you type. It’s not like ordinary address book application which only provides you with limited categories to write. Instead, write whatever you want. After entering the info, [...]

By Ryo | Posted in Managing Contacts | Also tagged | Comments (3)
Oct
06
2008

Import contacts from Address Book

Pagico accepts vCard files, which is an industry standard file format for contact information. For mac users, you can get vCard files for certain contacts by dragging them from your Address Book to your desktop. To import vCard files as contacts, simply navigate to the “People” section by clicking it in the sidebar, then drag [...]

By Ryo | Posted in Managing Contacts | Also tagged , | Comments (12)