Contacts


Directory

If they have a business card, Evernote has a scanning feature on the mobile app, and uses a specially formatted note for this. The contact card is automatically created in your phone’s contacts.

If they don’t, you can jot down contact info on the fly in the Inbox notebook. Then you can create a contact card using the Contacts app (iOS) or People (Android, Windows) later.

New or existing contact cards can be exported to Evernote (.vcard format for iOS for example).


Dashboards

Contact Notes use templates with a dashboard of info for that contact. The Info section will contain a link to the Directory note.

All communications with that contact are in History section, including phone call notes and emails. Emails are automatically tagged with the person’s name and address, which form the basis for the index. 

If you set a reminder time, then the Schedule Dashboard will list names of Contacts that have time sensitive Agenda items, so you can open the Contact to schedule a phone call or meeting, or simply open the link to the Agenda item so that you can send it as an email (you can add additional info or recipients). You’ll just add the send tag and it will apply the email template, email the recipient(s), move it to the Sent folder and it will also be added to the Communication History.


Agenda

In Agenda, items you’ve added to discuss with that person are listed as well. You’ll no doubt think of things throughout the day to talk with them about, and all you need to do is create an inbox note titled with what you’d like to discuss, and any other info. Then you will tag the note with the person or company’s name, and finally add the Agenda tag. 

This will dispatch it to the Agenda notebook, and the note will be listed in the Agenda section of the respective Contact Dashboard, and a reminder will be added if you haven’t set one.