Solutions At Hand

Handhelds, smartphones, mobile technology and the digital lifestyle.

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    Michael is a trainer and consultant specializing in making mobility technology work in people's everyday lives.
  • August 2007
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Keeping in Touch with Contacts

Posted by Michael Brown on August 10, 2007

Contacts is another of the Core applications on Palm OS devices that is under-appreciated by some folks who use it. It’s not merely an address book, it can be a light form of Customer Relations Manager (CRM) application as well, with only a little bit of work from you.

Categories are a great way of grouping contacts into larger batches, like clients, prospects, family, services, etc. Using one of the “user fields” as a keyword or tags field is another way of searching through batches of contacts. Simply use the Palm find feature while inside the contacts application to find people that have a certain keyword or tag associated with them. The same tricks could be used to keep track of services; input the details of your favourite restaurants, and then tag the contact with stuff like the nationality of the food, the atmosphere, or other criteria of interest to you.

You can also use the other user fields for stuff like spouse’s name, children’s names, account numbers or order numbers, or whatever you need. The notes field is a great place for contact history or logging, as it can contain up to 32000 characters; if you need more history than that, you can use an external application like DayNotez, which links to records in the Contacts database. To make it easy to use, and to keep your keywords consistent, think of using an application like ShortCut5 to allow you to enter commonly used terms quickly and painlessly. Consistency is key when tagging information; either use the same abbreviation, or the same phrase, every time to ensure you find everything you’re looking for.

Originally posted to Palm Addicts here.

For some good tips on Tagging, check out this post.

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