- Who uses Contacts Journal?
- Contacts Journal helps you manage your relationships with your network of contacts. It’s particularly useful for:
- customer relationship management for small businesses
- tracking conversations with your clients
- managing your sales pipeline
- keeping a call log
- business networking
- professionals like lawyers, real-estate agents, teachers, nurses etc.
- keeping a history of interactions with your friends and family
- How should I start using Contacts Journal?
- Start by adding contacts from your Contacts app, or creating Private Contacts that are separate from your Address Book. You can use these contacts to add Logs and To-Dos, to capture past interactions and set folow-ups. You can also quickly call, SMS or email that contact from this page, as well as edit any information saved in the iPhone / iPad Contacts app.
- How do I use DropBox to sync between the iPhone and iPad versions?
- You can use “Save to DropBox” one one device, and “Fetch from DropBox” on another device, to copy data between them. This is great for collaborating between different people, as long as you share your Dropbox account.(You can sign up for DropBox for free if you don’t have an account already).
- How do I see my data on the map?
- You can tag your Logs and To-Dos with location data, by tagging your current location or picking your location on a map. The Map view will show all your Logs and To-Dos on the map, as well as any contacts that have an address stored in them. This is a great way to visualize your previous interactions and follow-ups, or lookup your contacts around you.
- How does Contacts Journal remind me when a To-Do item is due?
- With Contacts Journal, you can set an alarm to remind you when you have an important event coming up, and an alert will be delivered to your home screen or in your Notification Center. You can also add the To-Do directly into your iPhone / iPad Calendar app to track your meeting from your calendar.
- How can I export my data?
- You can export all the Logs,To-Dos and even your Contact information via email, CSV, AirPrint, or your contacts' notes field. Go to More -> Export to generate a report.
- How do I backup my data?
- You can backup your data using the Backup over WiFi, Backup over Email, or Save to DropBox. Once you create a backup, store the backup file somewhere safe. If you ever need to restore the data, you can use the Restore over WiFi feature, and upload this backup file to the iPhone.
- Can I add password-protection to the app?
- You can click on the More -> Pin Settings, and turn on Pin Protection. With this, access to the app, as well to any backups you create, will be protected with this PIN. Please remember the PIN, as there is no way to recover the PIN should it be lost.
- How do you support contact groups?
- You can create and edit your iPhone / iPad groups from within the app. You can also create Private Groups which are saved and visible only inside Contacts Journal.You can then use your contact groups to filter your list of contacts, and filter the list of Logs and To-Dos for that group.
Is there a Lite version of the app I can try?
You can use the Contacts Journal Lite app to try out the app for free, on both iPhone and iPad. You can only add up to 10 Logs and 10 To-Dos in the Lite version. To transfer data from the Lite version to the Paid, you can use Save to DropBox from the Lite version, and Fetch from DropBox into the Paid version of the app.
For any other questions, please contact support@zaal-llc.com
- "10 Best iPhone Apps for Business Networkers"
Forbes.com - "Best App for Tracking Conversations"
O'Reilly's iPhone Apps Top Pick - "3.5 out of 5 stars"
Macworld - "5 Useful iPhone Apps for Business Networking"
Mashable.com
