A contact in The Task Ninja is someone your team needs to keep in touch with. It might be a customer, a supplier for your company, or a person of interest.
Contacts are displayed in a grid so you can easily identify them. To quickly find a contact, use the search field or the smart tags. No more navigating through endless lists and tables of names. Just type a name, a company or a phone number.
Can't remember any personal data about a contact, but you know that you are looking for one of your suppliers? Just click on the "supplier" smart tag. Easy as pie!
Editing information for a contact is as easy as going to that field, editing the information, and exit the field. No more "Save buttons"... feel the power of modern ninja technology!
With "Smart tags", we wanted to address two problems found in most contact management applications. First, we wanted to avoid having complicated, unfriendly divisions on how people is grouped. We don't believe in stereotypes. We also wanted to be able to have many different ways of tagging a person, and still be able to find them with a single click. Thus, "Smart tags" were born.
To assign a tag to a contact, just write the tag in the contact card on the "tag" field. Then, in the customers screen, just click on a tag to select it. The list of contacts will automatically update showing you all the contacts matching that tag. If you click a second tag, then only the contacts tagged with both will be shown. You can add as many tags to a contact as you like, and the more you define, the easier it will be for you to find what you are looking for later.
Every action you perform on a contact, every task that involves the customer, or every note you add gets stored in the customer timeline. The timeline is the perfect way of checking the status of contacts, how many pending tasks do they have, or get a glance of the last activities of your team on them.
Every item in the contact timeline is clearly identified with an icon, helping you to identify if it's a task (pending tasks appear in red), a note (notes are marked with a pencil), or an action involving email or any other tool.