Notes and follow-ups
A contact's company and job title, your own note, and a reminder to get back to them, in one morning email.
A contact is worth most in the week after you meet. Each one on a Kard's Contacts tab can carry what you know about them, their company, their job title and a note of your own, and a reminder that brings them back to you on the right morning. All of it is on every plan.
Company, job title and your note
- Open Kards, pick the card, and open its Contacts tab. Tap a contact's name to open "Contact details".
- Under "Your note", press "Add a note" ("Edit" once there's something to change).
- Fill in "Company", "Job title" and "Your note": where you met, what they need, what you promised. "Met at the expo, wants 200 units by March", say.
- Press "Save". The sheet confirms what changed.
The job title and company show under the person's name in the list and on the sheet. A paper card scanned in the app fills them in already, and anything else it read waits under "From their card".
Your note is only for the people who manage the Kard: you, or on a team Kard the person who holds it and the organization's admins. It's never shown or sent to the person. It travels with the contact file and the CSV you download, and search finds the person by it.
Remind me
Under the note, "Remind me" sets the day to follow up. Press "Tomorrow", "In 3 days" or "Next week", or "Pick a date" for any day up to two years ahead, then "Set the reminder". The sheet then reads "Follow up on Fri 23 Oct", and the person carries the same words as a tag in the list.
On the day, you get one email at about 8 in the morning, your time, listing everyone due, with your note and "WhatsApp", "Call" and "Email" buttons for each of them, then "Done" and "Again in a week". With the app on your phone, a notification comes too. Your time is your calendar's time zone, if you have one, else the one your browser was in. Nothing comes on a morning when nobody is due.
Back on the sheet, once the day has come, "Done" clears the reminder and "Again in a week" sets it for a week from today. The email's links open a page with the same two buttons. Before then, "Clear the reminder" takes it off.
Nobody forgotten
The Contacts tab has two views: "All" and "To follow up", each with its count. "To follow up" lists everyone with a reminder, the most overdue first, and keeps them until they're marked done. Someone overdue stays in the morning email for 14 days after their day, then drops out of it, but not out of "To follow up". The CSV export has a column with each reminder's day.
A reminder belongs to whoever set it. On a team Kard, if someone else set it, the morning email goes to them, and the sheet says so; change it and it's yours. To stop the email altogether, switch off "Follow-up Reminders" in Email preferences.
Met everyone at the same fair? The course on events tags them for you, and the recap the next morning is a good place to set the reminders.