Intent:
Gather and organize information into specific categories to better manage contacts. By building details
on contacts over time we can associate different kinds of agendas to different kinds of contacts. We need to have
certain common elements about every contact. Each common element will have menus that will associate people’s
personal lives (children, wife, hobbies, business associates, skill set or occupation). The idea is to break down
the details of a contact and build them out as something we can task or require specifically. Notes should be
considered important and linked with the common element menus.
Benefit:
Collecting information under one file structure from a variety of sources will give a unique perspective to
each contact allowing our staff to cater our services to their preferences.
Definition
Collect, categorize, and display information about a contact. Categories will consist of several points
at a minimum. They will include personal information (friends, family, etc.), hobby's and activities (golf,
boating, etc.), past projects (status active, old jobs, bids, no bid), internal relationships (got along well
with certain employee's), referrals, colleges, and most importantly, occupational skill set.
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