When entering information (e.g. during a call), we recommend hovering over a given row and clicking the small box with the diagonal arrows to view the row as an expanded box.
You can group your conversations with the specific goal you’re trying to achieve (and adjust/delete those under that goal’s group settings).
To use the Email or Calendar buttons, you’ll need to connect your Gmail account once so that Coda can access your Gmail or Google Calendar to perform those actions.
You can consider sorting the rows in unique ways, such as by those you’ve helped or by ways the meeting went, in order to best keep track of the connections that you want to continue to engage with.