People + Services

Develop and man­age per­sonal and busi­ness rela­tion­ships and track ser­vices with the Peo­ple + Ser­vices topic.

Many of us have numer­ous con­tacts for ser­vice providers, clients, prospects, friends, fam­ily and orga­ni­za­tions that we keep track of every day. The Peo­ple + Ser­vices topic helps you to man­age doc­tors, den­tists and fit­ness pro­fes­sion­als for your health; legal, bank­ing and invest­ment pro­fes­sion­als for your finan­cial man­age­ment; util­i­ties and domes­tics for your house­hold main­te­nance; and more.

If you are run­ning a small or micro busi­ness, you most likely have a vari­ety of prospects and clients that you visit and man­age. The Peo­ple + Ser­vices topic pro­vides pow­er­ful cus­tomer rela­tion­ship man­age­ment fea­tures for keep­ing track of many aspects of your prospects and clients — all while on the go. Orga­nize con­tacts into groups; read their Tweets and Face­book posts directly from their con­tact record; add cus­tom fields to con­tacts (in-app pur­chase); use GTD® con­text tags; and asso­ciate appoint­ment, tasks, reminders, files and more (in-app pur­chase) with your con­tacts. Fur­ther­more, you can com­mu­ni­cate via email or text to an entire group, or con­nect with indi­vid­u­als via phone, text, email or social media via their con­tact record — directly from your LightAr­row app.

Peo­ple + Ser­vices dra­mat­i­cally extends the use­ful­ness of your device’s con­tacts man­ager by giv­ing you the abil­ity to keep track of rel­e­vant infor­ma­tion — such as rat­ings and refer­ral infor­ma­tion for ser­vice providers, ser­vice and account infor­ma­tion asso­ci­ated with each of your ser­vice providers and more. Through the Pro Con­tacts in-app pur­chase, cre­ate cus­tom forms and fields for con­tacts; man­age con­tacts in a spreadsheet-like view; import con­tacts; and asso­ciate tasks, appoint­ments, reminders and more to contacts.

This topic is included in Life­Topix and is avail­able as an in-app-purchase in My.Agenda.

*Infor­ma­tion based on LightAr­row App Engine 8.

Peo­ple + Ser­vices Touchpoints

People + Services

Tasks + Projects Tasks + Projects: asso­ciate tasks and projects to ser­vices uti­lized, and asso­ciate the providers for those ser­vices to tasks
Events + Appointments Events + Appoint­ments: asso­ciate appoint­ments with ser­vice providers and ser­vices; directly from an event; asso­ciate ser­vices with events
Travel + Places Travel + Places: from the Travel + Places topic, asso­ciate travel ser­vices uti­lized and the providers for those services
Health + Goals Health + Goals: man­age ser­vices and ser­vice providers for health projects
Finances Finances: directly asso­ciate expenses with ser­vices and contacts
Education Edu­ca­tion: man­age ser­vices and ser­vice providers for edu­ca­tion projects and class subjects
Notes + Files, Lists Notes + Files, Lists: directly asso­ciate and cre­ate notes and check­lists, and attach and asso­ciate files
Media Media: eas­ily man­age all asso­ci­ated media, such as pho­tos, video clips, and audio clips
Bookmarks Book­marks + Lock­ers: man­age online access for ser­vice providers and ser­vice accounts
LifeTopix Calendar icon My Cal­en­dar: com­plete daily agenda, month/list views: all date rel­e­vant items in one place includ­ing reminders for ser­vices and providers

16 Comments


  1. Carlos
    Apr 15, 2014

    I pur­chase peo­ple + ser­vices and pro con­tact and have the app in my iPad mini but there are not acti­vated any suggestions


    • Team LightArrow
      Apr 15, 2014

      Hi Car­los,

      Thank you for reach­ing out to us.

      Once you’ve pur­chases a mod­ule in the In App Pur­chases view, instead of show­ing it’s price it should say “Installed.” For each of the other iOS devices you own, go to the app’s Set­tings view, then to “In-App Pur­chases” view, and tap on “Restore All Purchases”.

      After you have suc­cess­fully restored your pur­chases, here are some of the high­lights of the new pro con­tacts fea­tures avail­able to you:
      1. A new “Cus­tom Log Forms” tile appears in the Peo­ple + Ser­vices view that gives you the abil­ity to cre­ate cus­tom forms and to cre­ate addi­tional cus­tomized fields for con­tacts, e.g. SSN, last con­tact date, etc.
      2. A new grid view is avail­able in the Con­tacts list view to view con­tact info in mul­ti­ple columns, also being able to update con­tact info like a spread­sheet
      3. The con­tact detail view (at the bot­tom) now has the abil­ity to asso­ciate tasks, reminders, notes, expenses, etc. to con­tacts
      4. The abil­ity to import con­tacts from spread­sheet (CSV format)

      Here’s a link to the online doc­u­men­ta­tion for the Peo­ple + Ser­vices topic:
      http://lightarrow.com/support/productivity-portal/help/peopleservices

      We’ll also update our pro-contacts help page with more exam­ples and video in the future.

      Should you have any ques­tions or com­ments, do not hes­i­tate to con­tact us again.

      Best Regards,
      Team LightAr­row
      Austin TX


      • Carlos
        Apr 15, 2014

        Thanks for your infor­ma­tion worked perfect!

        Just one more issue I have try­ing to sync iphone with ipad all my notes on the cal­en­dar can’t get to work?

        Car­los


        • Team LightArrow
          Apr 15, 2014

          Hi Car­los,

          Thank you for get­ting back to us.

          Here’s a link that shows you how to setup sync: http://lightarrow.com/support/productivity-portal/help/sync
          We highly rec­om­mend the Drop­box option for uti­liz­ing our Cloud Sync fea­ture between devices.

          If you wish, we can walk you through the steps over a phone call at a time when you have both devices with you.
          Let us know by email (support@lightarrow.com).

          Best Regards,

          Team LightAr­row
          Austin TX


  2. Jon Pym
    Dec 25, 2013

    I am very inter­ested in life­topix but need a contact/address app to work along­side. What hap­pened to pro.contacts.

    Thanks


    • LightArrow
      Dec 25, 2013

      Hi Jon,
      We plan to release Life­Topix 8 in Jan­u­ary. It’ll include our revamped Peo­ple + Ser­vices topic with bet­ter con­tacts man­age­ment, and will include the “Pro Con­tacts” func­tion­al­ity (same fea­tures as our new Pro.Contacts app) as an in-app pur­chase.
      Team LightArrow


      • Jon Pym
        Dec 29, 2013

        Do you have a date for this? I am wait­ing for the release.
        Thanks


        • LightArrow
          Dec 29, 2013

          Jon,
          We are on track for a sec­ond half of Jan­u­ary release for this.
          Team LightArrow


  3. chadnelson
    May 10, 2013

    can you add unlim­ited con­tacts?
    and unlim­ited cus­tomiz­able fields per con­tact?
    is there an option for task mgmt/crm capa­bil­i­ties?
    is it could based?


    • LightArrow
      May 10, 2013

      We do plan to build up the Peo­ple topic to allow for addi­tional fields as well as tasks, notes reminders etc for CRM like fea­tures in the near future. Some of those fea­tures will be avail­able as an in-app-purchase, in Life­Topix, and we are also devel­op­ing a stand­alone CRM app. Our apps are not cloud-based, but they inte­grate with pop­u­lar cloud ser­vices such as Ever­note, Drop­box, Google, Asana, Too­dledo, and many more in the future.
      Team LightArrow


  4. Brian
    Dec 30, 2012

    I have Con­tacts avail­able to Life­topix in my Pri­vacy set­tings of iOS but don’t want everyone’s birth­days show­ing in my Cal­en­dar within Life­topix. Is there a way to make con­tacts avail­able but not their birth­days? Thanks!


    • LifeTopix Support
      Dec 30, 2012

      Hi Brian,

      Birth­days are show­ing up in Life­Topix because you prob­a­bly are includ­ing the iOS device’s Birth­days cal­en­dar in the My Cal­en­dar fil­ter settings.

      From the Life­Topix dash­board tap on My Cal­en­dar. You will be pre­sented with the My Cal­en­dar view. Locate the fil­ter icon (square icon) to the far right just above the cal­en­dar. Tap­ping on the icon will open the set­tings view for the cal­en­dar. The sec­ond sec­tion man­ages which iOS device cal­en­dars to include in Life­Topix.. Look for the device’s Birth­day cal­en­dar and make sure it is not checked for inclu­sion in Life­Topix. This will pre­vent your device con­tacts with birth­days from show­ing up in the Life­Topix calendar.

      Best regards,
      Team LightArrow


  5. Thomas Gödde
    Aug 24, 2011

    Hi!
    Could be a great app, good online help. I have many con­tacts in a cou­ple of groups but didn‘t find a way to import them com­fort­ably, only by cre­at­ing the groups as new and import­ing each con­tact step by step.…


    • LifeTopix Support
      Aug 24, 2011

      Hi Thomas,
      Thanks for the pos­i­tive com­ments and the ques­tion.
      Instead of report­ing all the con­tacts from the device into Life­Topix (which would cause dupli­cates), the approach we took is you can use them in Life­Topix any­where you want. Wher­ever you can pick peo­ple in Life­Topix (invi­tees for an event, com­pan­ions in a trip, mem­ber of a group such as “Din­ner Club”, owner of a task, etc.), our peo­ple picker allows you to pick any­one from your con­tacts, or, if you wish, add a per­son with­out a con­tact. Once some­one is asso­ci­ated with some­thing in Life­Topix, they show up in the Peo­ple in Life­Topix view under Peo­ple + Ser­vices, com­plete with what item they are asso­ci­ated with. We felt it was a cleaner approach. Of course, we are open to sug­ges­tions to improve it fur­ther.
      Best regards,
      Team LightArrow


  6. Chretien
    Jul 31, 2011

    Hi, I love your app. There is though one thing that’s not really work­ing. I’d like to see all the tasks that some­one owns in the list when I go to the Peo­ple sec­tion, but mostly I can see only one task per person.

    Bye
    C


    • LifeTopix Support
      Jul 31, 2011

      Hi Chre­tien,
      Thanks for the com­pli­ment!
      When you say you go to the Peo­ple sec­tion, we assume you mean the Peo­ple + Ser­vices topic, then the Peo­ple in Life­Topix view? If you tap on a person’s name, the detail view dis­plays all their asso­ci­a­tions (includ­ing the tasks they own). If this is the view you are talk­ing about, we only show one item per type, and we agree that we need to improve it to give the full list of each item type. We’ll add this fea­ture in the near future and update our roadmap when we tar­get it for a spe­cific release.
      We truly appre­ci­ate your feed­back!
      Best regards,
      Team LightArrow

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