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SOHO Organizer Tour: Contact Management
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Strengthen relationships with your clients, friends, and family.
SOHO Organizer supports all the conveniences of a modern contact manager. The main contact card area for viewing and editing contact information is the most flexible in the industry. You can control its layout, change its look using different themes, and even zoom in or out on its content. Plus, it supports a vast array of standard and custom fields so you can neatly store all of your contact-related information.
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The Contact Card
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Related contact fields are organized into blocks which auto-expand and contract to eliminate wasted space. Plus, you can rearrange blocks to customize the exact order and layout of contact information.
TIP! You can also define the fields that appear in a block and their order. For example, you might want to display a "main" phone number first and then a "work fax" number.
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Themes let you choose a contact card "look" that suits your personal work style. Choose from themes like minimalistic, color coded, monochromatic, etc.
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A convenient summary pane is optionally available to help you quickly see important contact details at a glance. Choose from different summary options that show varying amounts of information.
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You can zoom in or out on the entire contents of the Contact Card. Zoom in to make type larger and easier to read. Zoom out to see more information at once.
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Create an unlimited number of groups and sub-groups to organize your contacts. A contact can belong to more than one group and a group can be a sub-group to more than one group.
TIP! Select a contact and then hold down the Option key to see all the groups a contact belongs to.
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Powerful Data Editing
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Most contact cards have a restricted number of fields in which you can enter information. But what if you want to record information that doesn't fit neatly into one of these standard fields? SOHO Organizer let's you create an unlimited number of custom fields for things like birthplace, school attended, favorite food, etc.
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SOHO Organizer helps you identify duplicate contacts and then gives you three choices to help you clean up your contacts: a) keep just one of the contacts; b) keep all the duplicate contacts; or c) merge the duplicate contacts into a single contact.
No matter which option you choose, SOHO Organizer shows you a preview of your final result so you know exactly what you're getting. Plus, in what may be an industry first, SOHO Organizer is capable of previewing merges when 3 or more duplicate contacts exist.
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A single a notes field for a contact is often not adequate for recording all the notes, phone conversations, etc. you might have. SOHO Organizer lets you attach an unlimited number of notes to every contact. Each note is automatically date stamped and has a title so you can describe its contents. Further, attached notes can contain rich text, images, pdf's, audio recordings, movies, files, etc.
TIP. Every contact has a default notes field that is automatically synchronized with the notes field in the Mac OS X Address Book, your iPod, or your Palm handheld.
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SOHO Organizer excels at keeping all of your dealing and communications with your contacts neatly organized via the Attachments block where you can attach almost anything including unlimited call logs, notes, follow-up appointments, tasks, bookmarks, web archives, pdf's, movies, audio recordings, and any kind of document.
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Not only can you organize your contacts by placing them in groups and sub-groups, but you can also assign an unlimited number of tags to each contact. You can then use instant tag searching to find contacts across group boundaries. For example, assign a "wedding" tag to all the contacts that you want to send a wedding invitation to whether they're in your Work group or your Friends group.
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