Tag Archives: contact profiles

Apr
12
2009

Moving things among projects and profiles

The destination selection panel, a newly introduced feature since v3.3, allows you to move stuff around, among projects and contact profiles (restrictions apply, see below).
Moving text notes, lists and files
To do so, simply hover on the item you’d like to move, then click on the “Move to…” button to see the destination selection panel. Then [...]

By Ryo | Posted in Managing Contacts, Managing Projects and Events | Also tagged , , , , , | Comments (1)
Oct
10
2008

Inserting files into Contact Profiles

Inserting files to profiles is very easy. Just open up the profile, then drag and drop the files into the Pagico window. The files will be inserted as an activity with a date of the current day.
You can also add some notes to the body of the activity.

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

Upcoming tasks in the sidebar

No matter where you are in Pagico, you’ll always be able to the upcoming tasks in the sidebar.
An adjustable number of overdue and upcoming tasks will be displayed in the sidebar.
You can click on the task items to switch to the parent topic (or contact profile), or check the checkbox when the task is done, [...]

By Ryo | Posted in Managing Schedule | Also tagged , , | Comments (4)
Oct
06
2008

Associate Topics with Contact Profiles

It is very often that a project (topics) involves several people (contact profiles). In this case, you can link them together.
To link a topic with contacts, simply open up that topic, scroll down to the foot notes section, then click on the “Add” link in the “People related to this topic” section.
You can pick a [...]

By Ryo | Posted in Managing Contacts, Managing Projects and Events | Also tagged , | Comments (0)
Oct
06
2008

Exporting projects and contact profiles

If you need to share your projects or contact profiles with someone else, just export it, and send it via email. The exported package is a compressed folder (.zip file), containing a web-friendly format of your project or profile, as well as all its file attachments.

How-To
To export, simply open up that project (or profile), scroll [...]

By Ryo | Posted in Sharing Information | Also tagged , | Comments (0)