Does anyone have 1 place they enter contact information and have it populate everywhere they need it? Where do you keep your master list?
These areas all need contacts:
Smart Phone (Android)
Email software (Outlook)
Time & Billing (Looking at Everhour)
Accounting (Looking at Wave)
Link contacts to projects.
Link contacts to Contacts (and Companies)
I started looking at Contalist Trello powerup. And Crmble. Still confused over just what they do. I see they both synchronize with Google contacts. Which my phone can synch with.
It never occurred to me to put my business contacts in Google -- I've always used Outlook. Curious what others using Trello and/or running small businesses are doing? Are you adding them multiple places or using something like Zapier to send them everywhere you need them?
Glad to see you are trying out Contalist. I have worked with them to add a few nice features. I think one of the nice think I would like to have would be badges so we can see the setup from outside the card. Now you have to get an api to get the name into a custom fields. Otherwise, I have recommend it for clients to do po, quotation, send a copy of “card”, simple automation to send standard emails, or reminders based on due dates etc. The plus is that the same addressbook is available in any board that you have the power up and with their business plan, your members and can send with their email. Returning a card to **any** board with their webform is really useful. I have use it to receive images and attach it to a card - eg request for a photo ID.
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