Tracking the Source of Relationships

We are delighted to introduce a new addition to our contact panel - the "source" field.

The "source" field will allow you to keep track of how you initially established contact with each person. This might be through a networking event, a mutual acquaintance, online, or another method. By keeping this information, you can understand the context of your relationships better and potentially identify fruitful venues for making new contacts.

How does it work?

When editing any contact, you have the flexibility to add new sources, like networking events and also incorporate your existing contacts from your database.

What else?

Sources related to other contacts will be highlighted and interactive - simply click to go to the associated contact.

Information about contacts who have made referrals can be conveniently accessed in their respective contact panels.

Filters

We've enhanced our filter panel by including the feature to sort by sources. This allows you to easily navigate through your contacts based on their origin.