: Automatically formatted for local financial data like "Last Quote".
: Attach images, PDFs, and scanned documents to contact profiles. Users can also create hand-written notes or sketches directly within this section. Organization and Customization
: Record detailed notes for meetings and calls. The app features Auto-Logging , which automatically creates a timestamped entry when you initiate calls or emails through the interface. Contacts Journal CRM 3.2.9
: Extend contact records by defining specialized data types, including:
: Categorize contacts with labels like "Investor" or "Leads" to filter large databases quickly. : Automatically formatted for local financial data like
: For free-form notes or specific metrics like "Height".
: Create follow-up tasks and reminders directly linked to specific contacts. These can include alerts, repeat settings, and integration with your standard Calendar app. Organization and Customization : Record detailed notes for
: Dropdown menus for status tracking (e.g., "Active," "Closed").