Contacts Journal CRM at App Store analyse

Hi, I wrate your support a few days ago - no response ;( I’m unsing this app on my iPhone, 2 Macs and one iPad. The syncronisation with ICloud doesn’t work right :((

I am using Contacts Journal on my Mac, iPad 2 and iPhone 5. It took a little bit of time to get the iCloud sync correct for all three devices but support was excellent and got back to me right away. It was my fault entirely I syncd the app on my OS devices before syncing with iCloud on my Mac which was where I had ALL of my current information. After I received information for deleting the OS device file on iCloud sync worked perfectly. I find the LOG feature very handy for keeping notes of meetings, emails and cold calls. The map is a nice bonus feature. Well done!

I have been using this app on-and-off for two years now. It seems like the synchronization between the Mac and iPhone version now really works, which will make me use it a lot more in the near future. There are a slew of small issues that are mainly cosmetic left. I noticed a headshot (Custom Image in Contacts.app parlance) missing on one contact. Certain UI elements could become more intuitive to use. I’d love to, for example, just select and copy a contact’s name in the contact listing, so I can look the person up on LinkedIn. When selecting a date of a log item, there should really be a pop-up calendar. For to-do items a drop down with selections like “tomorrow,” ”in 2 days,” “in a week,” or “in a month” would be useful for setting up follow-up to-dos. Bottom line is that I am thrilled that I can curate my contacts on the Mac and make calls on my iPhone with data being synchronized back to the Mac.

This is good for what it does - storage - and the main thing missing for me is a place for website information. I’m a new user and am concerned that I am going to get all of this data entered here and will not be able to access it for uses other than storage as an upscale address book. I would like to be able to call up a list by Field for instance - all the Volunteers or all of the Board Members with their emails. I would like to be able to get a mailing list out of it. I would like to at least be able to copy the email address I have entered without putting it in Edit mode first. It’s a minor gripe but I’m used to Apple user friendliness. I admit to being technology ignorant of what it would take to have these additional functions. Perhaps some of these functions are already possible. Perhaps I just need to find a different data collection system that already has them programmed in. I’m also puzzled by why all of my contacts in my regular contact book are now missing. I’ll call Apple to straighten that out.

I’ve been using this to write notes on massage therapy clients. I don’t use the map feature. Just names and notes. I need to write notes after every session about what we worked on, recent medical issues, client preferences, etc. It also helps to write personal details about client’s lives and what we chatted about so I can remember them better when they return and relate to them more quickly. Synking between phone and desktop (I use apple products) has been flawless. The synk happens immediately, so the info is always with me, wherever I am. I was skeptical because the app is a bit pricy but it really is a good tool for my perposes.

As someone just starting his own consulting firm, it’s essential that I can keep a history of interactions with clients and centers of influence. The ability to simply drag and drop an email into a Contacts’ Files provides a simple means to keep a record of what has transpired. I also like the ability to type in comments to the Log Book. I’m sure more can be done, and will be done, to enhance this product, but for me, it has been extremely valuable. By the way, I’ve received fast and thorough responses when I’ve raised a few questions. Much appreciated.

I have been an ACT! user since it was first created and released on a 5.5 floppy disk. (That should tell you something!). I have made a lot of money in sales with it and feel that although it had some drawback, it was the best on the market. Now I have a MAC and am trying to use this program. I can’t even find out how to setup my email. What am I missing?