You define your own Field first (for e.g. a User Field lets you store custom data for the contact.You can import documents in multiple ways a Document is a file that you can attach to your contacts.a ToDo is a great way to set a follow-up with a contact.a Log is a record of a meeting or conversation with the contact.You can then add Logs, To-Dos, Documents and Fields for each of your contacts: “Import vCard”: to import a vCard file from your computer, over WiFi.“Create Private Contact” to create a private contact, which will only be saved and visible inside Contacts Journal.“Create Contact” to create a contact from scratch any new contacts you create will also be added to the iPhone contacts list.“Import from Contacts” to add contacts from your Contacts app.You can then choose from one of these options: To import contacts, press the + button on the first page. Once you have downloaded Contacts Journal, you can start adding contacts into Contacts Journal. If you want to share your Contacts Journal CRM data with other users, you can also enable the Contacts Journal for Teams plan. Please note that the 'Unlimited Plan' for iOS, and the Contacts Journal Mac app, require separate purchases.
#Contacts journal crm reviews download#
Contacts Journal for Mac: pay to download.Contacts Journal for iOS: free-to-download, with an option to purchase the Unlimited Plan.To start using Contacts Journal, you have to first download our apps:
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