Contacts

Keep a dated history of each contact and set the next follow-up.

A contact's Activity lists the notes and calls your team recorded, together with the invoices, proposals, signatures, appointments and meetings that involve the person elsewhere in Magpie, newest first. Last contacted shows when someone last spoke to them, and a follow-up is a To-do with a date.

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Notes, calls and messages

Write in the box under Activity on a contact's page and add the note. Only the text is required, and Markdown formatting is supported.

Type
Each note is a Note, Call, Email, Meeting, Message or Other. A call, email, meeting or message records that someone was in touch with the person, and moves Last contacted to that day.
Who wrote it
Each note shows who wrote it and when. Anyone who can edit contacts in Personal or the team can edit or delete any note; the author stays the same, and a note changed by someone else says Edited by and their name.
Edit in place
Click a note's text to change it, and its type label to change the type.
Pinned notes
Pin keeps a note under Keeping in touch near the top of the page, for something like "Prefers email". Unpin returns it to the activity list.

What else Activity lists

These entries are read from the invoice, proposal, booking or request they describe, so they appear in the history without anyone writing them down. Each links to its record, and Show older goes further back.

Invoices
Each invoice billed to the contact when it was sent, paid or voided, with its total.
Proposals
Proposals with the contact as client: when each was sent, opened and by whom, accepted or declined.
Agreements and signatures
Agreements the contact is a party to, when each was started and sent for signature, for people who can open Agreements. Documents the contact signed or declined to sign in E-Signatures.
Appointments
Appointments booked for the contact, and when each was cancelled, completed or marked as a no-show.
Your meetings
Your own meetings with the person: bookings whose attendee email is one of the contact's addresses, and Coaching sessions with them. Meetings hosted by other team members are not listed, because a booking belongs to the person who hosted it.
Webinars and follow-ups
Webinar registrations, with the state while someone is waiting for approval or on the waiting list, and each follow-up marked done.

Last contacted

Last contacted is under Keeping in touch on the contact's page. Logging a call, email, meeting or message moves it forward; it never moves back for an older entry, and a plain note does not change it. Click the date to correct it or clear it.

The contact list shows Last contacted as a column on wider screens, and Recently contacted lists contacts by that date, the most recent first.

Follow-ups

  1. Set a follow-up

    Choose a date and, if you like, a reason. The follow-up will be a To-do called "Follow up with" and the contact's name, with that date and the reason in its notes.

  2. In To-dos

    The To-do appears in To-dos with the usual reminders, and its page links back to the contact. Marking it done in either place completes it, and the history will show Follow-up done.

  3. Change or clear

    On the contact's page, change the date or reason, mark it done, or clear it, which deletes the To-do.

  4. Every open follow-up

    Contacts > Follow-ups lists every open follow-up in Personal or the team, grouped by Overdue, Today, Upcoming and No date. The contact list shows each contact's next follow-up date.

Searching the history

The contacts search matches words in activity notes as well as names, companies, About text and tags. When a note matched, the result shows an excerpt from it, so a search for a product, a place or a promise someone made will find the contact it was written on.

Log your first call.

Create a Magpie account, add a contact, then record a note or a call under Activity and set a follow-up.

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