- 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 as well as store Documents, 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.
- 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, 10 To-Dos and 10 Documents 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.
- What kind of documents can I attach to my contacts?
- You can attach PDFs, doc files, presentations, spreadsheets, music files, pictures, movies etc. iOS might not support playback of some proprietary media formats.
- 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).
- What kind of data can I see on the Map View?
- You can tag your Logs and To-Dos with location data. 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.
- Can I export my data to other formats, for reporting?
- 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.
- Where can I read more details about the app?
- You can download the Lite version and read more details in the FAQ within the app, which is very comprehensive.
- 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.
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
