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Simple Personal CRM
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If your memory isn't perfect, a simple CRM can help you keep track!

Why?
Quickly keep track of people and your interactions with them →
Search by a person, before you meet with them for a second time →
Quickly filter people by tags you setup →

How does it work?
Basics
A table of
is your list of people, including
.
A table of
is your list of interactions with those people.

Getting started: input or migrate an existing list of people.
Input
: go the
section and start adding people.
Migrate
: if you have an existing list of people, you can copy/paste into the
table.

As you get the hang of things.
Quickly add new people and notes in the
section.
Quickly search for people quickly in the
section.
Quickly search for people by tags in the
section.


Instructions for customizing the doc to your needs

Basic customization
Once you've read the
section, you can delete it unless you want to keep it for future reference.

Advanced customization
Sync your
. Then use the Contacts table as your people table.
Sync your
. Then you can attribute meetings to people.
Send reminders if you haven't met with someone after a certain time



Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
CtrlP
) instead.