People + Services
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WHAT CAN I DO HERE?

The Peo­ple + Ser­vices topic is ideal for man­ag­ing your con­tacts and ser­vices. This view is use­ful for any­one who needs to man­age details of their con­tacts, and its espe­cially use­ful for busi­ness peo­ple for keep­ing track of clients, prospects, ser­vice providers or other types of con­tacts. When you have sev­eral con­tacts, it’s dif­fi­cult to find their infor­ma­tion quickly and effi­ciently. In this view, you can orga­nize your con­tacts into groups, such as “Friends,” “Fam­ily,” “Clients,” “Prospects,” “Stu­dents” — what­ever works for your life or busi­ness, which makes it eas­ier to man­age a large num­ber of con­tacts. Keep in mind, that by giv­ing your LightAr­row app access to your iOS con­tacts, there’s no need to man­age your con­tacts in your device’s app AND in your LightAr­row app. You can import the con­tact infor­ma­tion for a new con­tact directly from your iOS con­tacts or link the infor­ma­tion to an iOS contact.

It’s chal­leng­ing to man­age all the ser­vice providers and ser­vices that you uti­lize occa­sion­ally or on a reg­u­lar basis. For exam­ple, you might use the ser­vices of hair styl­ists, gar­den­ers, adver­tis­ing and PR agen­cies, auto repair shops, and oth­ers. Many peo­ple keep the details of the ser­vices and ser­vice providers by sav­ing receipts in a file folder or sav­ing or scan­ning busi­ness cards; how­ever, it can be dif­fi­cult to locate this infor­ma­tion when you need it, and this method pro­duces a lot of clut­ter. For exam­ple, you might have an air con­di­tion­ing sys­tem that requires reg­u­lar main­te­nance. With your LightAr­row app, you can main­tain and eas­ily retrieve the con­tact infor­ma­tion of the busi­nesses and peo­ple who main­tain your air con­di­tion­ing sys­tem. Not only can you save the con­tact infor­ma­tion — you can cre­ate a main­te­nance sched­ule; cre­ate reminders for ser­vices through inte­gra­tion with your device’s cal­en­dar; keep notes, files, pho­tos, and videos asso­ci­ated with the ser­vice; book­mark online infor­ma­tion; add check­lists for things to remem­ber; and more. Essen­tially, all the infor­ma­tion you need about a con­tact or ser­vice is kept in one place — which saves your pre­cious time.

NOTES ABOUT IN-APP PURCHASES

The Pro Con­tacts pack adds CRM-like con­tact man­age­ment fea­tures, includ­ing cus­tom forms for con­tacts, con­fig­urable con­tact grid view, CSV import/export. It also allows data items such as tasks, appoint­ments, reminders, notes, files, book­marks, and expenses to be asso­ci­ated with contacts.

Pur­chase extra con­tacts in packs of 100, 200, 500, 1000, or 2000. Out of the box, you can man­age 100 con­tacts. These packs are cumu­la­tive. For exam­ple, if you pur­chase the 100 pack and the 200 pack at a later time, you can man­age a total of 400 con­tacts (with the out-of-box contacts).

GLOSSARY OF TERMS

Con­tacts: Friends, fam­ily mem­bers, busi­nesses, clients, or other peo­ple or enti­ties you com­mu­ni­cate with fre­quently or infrequently.

Groups: This is the name for a group of con­tacts. It can con­tain mul­ti­ple peo­ple or busi­nesses, and enables you to con­tact them via email or text all at once.

iOS Con­tacts: Con­tacts that are accessed on your iPhone, iPad, or iPod touch. You can view these con­tacts directly from this view.

Ser­vice Providers: Com­pa­nies, orga­ni­za­tions, or indi­vid­u­als from whom you receive a ser­vice. For exam­ple, AT&T may be the com­pany that pro­vides your mobile tele­phone ser­vice. Or, State Farm insures your car, you stream movies from Net­flix, or Dr. Welby is your per­sonal physician.

Ser­vices: Work or help that you receive from oth­ers such as per­sonal care, auto care, home main­te­nance, con­tract work, etc.

TOUCHPOINTS

Touch­points allow rel­e­vant infor­ma­tion to be shared seam­lessly between Peo­ple + Ser­vices and other top­ics. For exam­ple, if you have ser­vices you want to use for events you are plan­ning, you can spec­ify the ser­vices directly from within Events + Appoint­ments and that infor­ma­tion will auto­mat­i­cally be avail­able from within Peo­ple + Ser­vices. The same is true for project ser­vices that you define in Tasks + Projects — ser­vices you receive for your home and other pos­ses­sions defined in Home + Assets; ser­vices you con­sume for your learn­ing activ­i­ties in Edu­ca­tion; online ser­vices you access, and so on. You can even spec­ify your health­care ser­vice providers from within Health + Goals and the estab­lish­ments you like to fre­quent from within Travel + Places. In addi­tion, you can cre­ate con­tacts auto­mat­i­cally from My Inboxes when you’re gath­er­ing infor­ma­tion from social, web, and email channels.

CATEGORIES FOR SERVICE PROVIDERS AND SERVICES

Cat­e­gories are avail­able for use with ser­vice providers and ser­vices. You can cre­ate, mod­ify, hide, or delete cat­e­gories via Set­tings or directly from a tile for a Ser­vice Provider or Ser­vice. When a cat­e­gory is deleted, it is com­pletely removed from your app. When a Ser­vice Provider cat­e­gory is hid­den, it no longer appears in the Cat­e­gories tile, but it remains defined, and is still avail­able in the cat­e­gory list when you are defin­ing a new Ser­vice Provider or Ser­vice. Note that cat­e­gories that are in use or serve as touch­points to another topic can­not be deleted or hid­den. For infor­ma­tion about cre­at­ing cat­e­gories, refer to your help for Com­mon Fea­tures.

ALERTS

Alerts dis­play at the top of the Peo­ple + Ser­vices view for any­thing related to con­tacts, ser­vices and ser­vice providers that are due within the next five days or are cur­rently over­due. For exam­ple, if you’ve set a birth­day date for any of your con­tacts, an alert dis­plays to let you know that a birth­day is com­ing or over­due. Or, if you’ve cre­ated a reminder to set up a yearly eye exam, an alert shows.

MANAGING CONTACTS

To learn about man­ag­ing con­tacts, refer to Con­tacts.

iOS CONTACTS VIEW

iOS con­tact are con­tacts that are accessed on your iPhone, iPad, or iPod touch from your built-in con­tacts app. You can view these con­tacts directly from the iOS Con­tacts view, which is accessed by tap­ping the iOS Con­tacts tile from the Peo­ple + Ser­vices view.

CREATING GROUPS OF CONTACTS (GROUPS VIEW)

In the Peo­ple + Ser­vices topic, a “group” is a con­ve­nient way to main­tain a log­i­cal col­lec­tion of related peo­ple from your device’s contact’s app. Groups allow you to orga­nize your con­tacts into seg­ments, such as “Friends,” “Fam­ily,” “Clients,” “Prospects,” “Stu­dents” — what­ever works for your life or busi­ness, which makes it eas­ier to man­age a large num­ber of con­tacts. It’s also use­ful to cre­ate groups of con­tacts when you need to com­mu­ni­cate with the entire group via email or text.

Note: It’s a good idea to add con­tact groups before adding con­tacts from your IOS con­tacts because it allows you to import mul­ti­ple con­tacts from your device all at once.

How to add con­tact groups:

Your LightAr­row app includes basic con­tact groups, which you can mod­ify or remove. You can add new con­tact groups and mem­bers of the group by fol­low­ing the pro­ce­dure below:

  1. In the Peo­ple + Ser­vices topic, tap the plus sign, and then tap Group.
  2. Add a name for the group.
  3. If you wish to add more data, such as mem­bers of the group tap Cre­ate and Add More Data.
  4. Tap Mem­bers, and then select all the users you wish to add to the group by tap­ping them.
  5. Tap Save.

How to mod­ify and add con­tacts to groups:

For your con­ve­nience, you can add con­tacts to groups in sev­eral ways, such as from the person’s Con­tacts view or directly from the Groups view.

  1. In the Peo­ple + Ser­vices topic, tap the Groups tile.
  2. Locate the group that you want to add mem­bers to, tap it, and then tap Open.
  3. If you wish to mod­ify the title, tap it to edit it.
  4. Tap Mem­bers, and then select all the users you wish to add to the group by tap­ping them.
  5. Tap Save.

How to delete con­tact groups:

You can­not delete a group if you’ve asso­ci­ated items with it. You can delete groups by fol­low­ing the pro­ce­dure below:

  1. In the Peo­ple + Ser­vices topic, tap the Groups tile.
  2. Locate the group you wish to delete and tap it.
  3. Tap Delete.

INTERACTING WITH CONTACTS AND GROUPS OF CONTACTS

The Peo­ple + Ser­vices view increases your pro­duc­tiv­ity by allow­ing you to inter­act directly with your con­tacts while in con­text with the items that are asso­ci­ated with them. For exam­ple, you might be view­ing a task that is directly asso­ci­ated with a con­tact, but you’re not required to leave the app to con­tact them while your think­ing about this impor­tant task. Through your LightAr­row app, you can call, email, or send a text mes­sage directly from the con­tact. In addi­tion, if you want to com­mu­ni­cate with a group of con­tacts at once, your LightAr­row app also makes it easy to do so.

How to call, email, or send a text mes­sage to a contact:

  1. In the Peo­ple + Ser­vices view, tap the Con­tacts tile.
  2. Locate the con­tact you wish to com­mu­ni­cate with, and tap it.
  3. Tap Call, Email, or Text, depend­ing on the communication.
  4. Fin­ish the process by com­plet­ing the fields.

How to email or send a text mes­sage to a group of contacts:

  1. In the Peo­ple + Ser­vices view, tap the Groups tile.
  2. Locate the group you wish to com­mu­ni­cate with, and tap it.
  3. Tap Email or Text, depend­ing on the communication.
  4. Fin­ish the process by com­plet­ing the fields.

CREATING SERVICE PROVIDERS

Ser­vice Providers are com­pa­nies, orga­ni­za­tions, or indi­vid­u­als from whom you receive a ser­vice. For exam­ple, AT&T may be the com­pany that pro­vides your mobile tele­phone ser­vice. Or, State Farm insures your car, you stream movies from Net­flix, or Dr. Welby is your per­sonal physi­cian. For ser­vice providers, you can man­age infor­ma­tion such as loca­tion, online access (bookmarks/usernames/passwords), referred by, con­text tags, and categories.

Refer to Ser­vice Providers to learn more about cre­at­ing Ser­vice Providers.

CREATING SERVICES

Ser­vices are prod­ucts or labor you receive from com­pa­nies, orga­ni­za­tions, or indi­vid­u­als. House­hold util­i­ties, yoga instruc­tion, lawn care, and news­pa­per sub­scrip­tions are all exam­ples of ser­vices. You can sort the list of ser­vices by tap­ping the Ser­vices tile. This view shows you, at-a-glance, all the ser­vices that are defined. Pre­set ser­vices are ini­tially shown that you’re wel­come to edit or remove. If you have cre­ated ser­vices, each of those and all the pre­set ser­vices are listed, sorted alpha­bet­i­cally by default. You can decide how the ser­vices are viewed (such as by Cat­e­gory, Last Updated, etc.) by using the menu in the upper left.

Refer to Ser­vices to learn more about cre­at­ing Services.

CUSTOM LOG FORMS

To bet­ter man­age your con­tacts, you can add cus­tom fields and log forms to their con­tact records. For exam­ple, imag­ine that you’re a per­sonal trainer and you’re man­ag­ing a large num­ber of clients. You want to make sure that they’re pro­gress­ing; there­fore, with cus­tom fields, you can track their weight directly in their con­tact record. If you wish to com­bine cus­tom items, you can cre­ate a log form and com­bine the items together.

CONCEPTUAL EXAMPLE: When you cre­ate cus­tom fields, you have to cre­ate a form and include them. The form makes those avail­able in the Con­tact detail. For exam­ple, you may have a form called “Per­sonal Info” and include the fields “Mar­ried”, “Num­ber of Chil­dren” in it. You may have another form called “Deal Info” and have the fields “Deal Size”, “Like­li­hood” in it. When you open a Con­tact detail, you’ll now see two addi­tional tiles in it called “Per­sonal Info” and “Deal Info” — in each one you can set the cor­re­spond­ing field val­ues. Cur­rently, all Forms are avail­able to each Contact.

How to cre­ate cus­tom fields (Con­tact Log Items):

  1. In the Peo­ple + Ser­vice topic, tap the Cus­tom Log Forms tile.
  2. Tap the plus sign and select Con­tact Log Item.
  3. Add a name that describes the field, such as Height.
  4. Option­ally, add a comment.
  5. Add a response type (such as numeric, text, date, etc.), and unit (such a min­utes, weight, etc.).
  6. Option­ally, add a tar­get value (for exam­ple, ideal weight, ideal mea­sure­ments, lead score for sales leads, etc.)
  7. Option­ally, add a default value (adding this value will save you time when enter­ing val­ues that don’t change often.)
  8. From the Show as Sum­mary field, select how you want to view the data (most recent, daily total, etc.)
  9. Option­ally add a con­text tag.
  10. Tap Save and repeat the process for addi­tional fields.
  11. The field is now avail­able for contacts.

How to com­bine log items (Con­tact Log Form):

  1. In the Peo­ple + Ser­vice topic, tap the Cus­tom Log Form tile.
  2. Tap the plus sign and then select Con­tact Log Form.
  3. Add a name and optional comment.
  4. Tap Tap to add Log Item.
  5. Select the fields that you cre­ated in the pre­vi­ous procedure.
  6. Tap Save.

The form is now avail­able for each con­tact in the Peo­ple + Ser­vices topic.

How to mod­ify cus­tom con­tact items:

  1. In the Peo­ple + Ser­vice topic, tap the Cus­tom Log Forms tile.
  2. Locate the cus­tom field you wish to mod­ify (Log Items) and tap it.
  3. Tap Con­fig­ure and mod­ify the items as nec­es­sary and tap Save.

How to mod­ify cus­tom log forms:

  1. In the Peo­ple + Ser­vice topic, tap the Cus­tom Log Forms tile.
  2. Locate the Log Form you wish to mod­ify and tap the form.
  3. If you want to remove fields, swipe them to delete them.
  4. If you want to add fields, tap the plus sign, select the fields you wish to add, and then tap Save.
  5. If you want to reorder fields, tap the Reorder icon and drag the fields up or down.
  6. Tap Save.

How to delete cus­tom log forms or items:

  1. In the Peo­ple + Ser­vice topic, tap the Cus­tom Log Forms tile.
  2. For cus­tom fields, locate the cus­tom log item you wish to delete, tap it, and then tap Delete.
  3. For cus­tom forms, locate the cus­tom log form you wish to delete, tap it, and then tap Delete.
  4. Con­firm the deletion.

ASSOCIATING ITEMS WITH CONTACTS, SERVICE PROVIDERS AND SERVICES

In the Peo­ple + Ser­vices topic, the Con­tact view helps you to be more pro­duc­tive by allow­ing you to asso­ciate tasks, reminders, appoint­ments, notes, expenses, files, and book­marks (to web­sites) to con­tacts. For exam­ple, if you’re an Account Exec­u­tive and you wish to keep notes about prospects you’re work­ing with, you can cre­ate the notes in your LightAr­row app, and asso­ciate them with the prospect. Or per­haps you’re tak­ing care of an elderly loved one, and you need to keep track of expenses related to their care. In this case, you can attach expenses to this contact.

In the Peo­ple + Ser­vices topic, the Ser­vice Provider view helps you to be more pro­duc­tive by allow­ing you to asso­ciate tasks, check­lists, appoint­ments, reminders, book­marks (to web­sites), files, audio, pho­tos, videos, draw­ings, notes, ser­vices to ser­vice providers. For exam­ple, if you’ve hired a land­scap­ing firm, and you have a list of things you wish to talk to them about, you might asso­ciate a check­list to the ser­vice provider. Or, if you’ve hired them to do many jobs, each of the jobs might be an attached service.

In the Peo­ple + Ser­vices topic, the Ser­vice view helps you to be more pro­duc­tive by allow­ing you to asso­ciate tasks, check­lists, appoint­ments, reminders, book­marks (to web­sites), files, audio, pho­tos, videos, draw­ings, notes, and expenses to ser­vices. For exam­ple, if you’ve hired a babysit­ter to watch your chil­dren, you might asso­ciate a note about the expe­ri­ence or a receipt that you’ve saved in the cloud.

Asso­ci­at­ing Ser­vices and Ser­vice Providers

When a ser­vice provider per­forms a ser­vice for you, it’s a good idea to link the ser­vice provider to the ser­vice in the Peo­ple + Ser­vices topic. You can add the ser­vice to the ser­vice provider or add the ser­vice provider to the ser­vice. The fol­low­ing pro­ce­dures explain how:

How to link a ser­vice provider to a service:

  1. Locate or cre­ate the ser­vice from the Ser­vices view by tap­ping the Ser­vices tile in the Peo­ple + Ser­vices topic and tap­ping the plus sign.
  2. Locate the Ser­vice Provider tile and tap it.
  3. Add or choose a ser­vice provider by tap­ping the plus sign or select­ing a provider. (If you want to cre­ate the provider under a cat­e­gory, expand the cat­e­gory first.)
  4. If you’ve cre­ated a new provider, add the infor­ma­tion and tap Save.
  5. When you’re fin­ished com­plet­ing the fields, tap Save.

How to link a ser­vice to a ser­vice provider:

  1. Locate or cre­ate the ser­vice provider from the Ser­vice Providers view by tap­ping the Ser­vice Providers tile in the Peo­ple + Ser­vices topic and tap­ping the plus sign.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing ser­vice, tap Ser­vice and select the ser­vice you want to add by tap­ping it.
  5. If you’re adding a new ser­vice, tap Ser­vice and add a name and start date, and then tap Full Details to add more information.
  6. Com­plete the infor­ma­tion for the ser­vice and tap Save.

How to asso­ciate a task with a con­tact, ser­vice provider, or service:

You can cre­ate a task in the Tasks + Projects topic and asso­ciate it with a con­tact, ser­vice provider, or ser­vice (or) you can asso­ciate a task to a con­tact, ser­vice provider, or ser­vice directly from the Peo­ple + Ser­vices topic. For detailed infor­ma­tion about tasks, refer to the Tasks + Projects help.

  1. Locate the con­tact, ser­vice provider, or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing task, tap Task and select the task you want to add by tap­ping it.
  5. If you’re adding a new task, tap Task and add a name and due date, and then tap Full Details to add more information.
  6. Com­plete the infor­ma­tion for the task and tap Save.

How to asso­ciate a check­list with a ser­vice provider or service:

You can cre­ate a check­list in the Notes + Files, Lists topic and asso­ciate it with a ser­vice provider or ser­vice (or) you can asso­ciate a check­list to a ser­vice provider or ser­vice directly from the Peo­ple + Ser­vices topic. For detailed infor­ma­tion about check­lists, refer to the Notes + Files, Lists help.

  1. Locate the ser­vice provider or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing check­list, tap Check­list and select the check­list you want to add by tap­ping it.
  5. If you’re adding a new check­list, tap Check­list and add a name and due date. Option­ally add a comment.
  6. Tap Tap to add Check­list item and add items to the check­list tap­ping Save as you cre­ate each one.
  7. Com­plete the infor­ma­tion for the check­list and tap Save.

How to asso­ciate an appoint­ment with a con­tact, ser­vice provider, or service:

Cre­at­ing an appoint­ment is a com­mon func­tion that can be cre­ated in many areas of your app. If you wish to add an appoint­ment directly to a con­tact, ser­vice provider, or ser­vice, fol­low the pro­ce­dure below.

  1. Locate the con­tact, ser­vice provider, or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing appoint­ment, tap Appoint­ment and select the appoint­ment you want to add by tap­ping it.
  5. If you’re adding a new appoint­ment, tap Appoint­ment and add a name and start date.
  6. Tap Full Details if you wish to add sta­tus, an optional com­ment, full dates, con­text tags, and to choose the iOS cal­en­dar to be asso­ci­ated with the appointment.
  7. Tap the tiles for the details you wish to add and com­plete the nec­es­sary fields.
  8. Com­plete the infor­ma­tion for the appoint­ment and tap Save.

How to asso­ciate a reminder with a con­tact, ser­vice provider, or service:

Cre­at­ing a reminder is a com­mon func­tion that can be cre­ated in many areas of your app. If you wish to add a reminder directly to a con­tact, ser­vice provider, or ser­vice, fol­low the pro­ce­dure below.

  1. Locate the con­tact, ser­vice provider, or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing reminder, tap Reminder and select the reminder you want to add by tap­ping it.
  5. If you’re adding a new reminder, tap Reminder and add a name and due date/time.
  6. If you wish to add con­text tags and select a cal­en­dar for an iOS noti­fi­ca­tion, tap the asso­ci­ated tiles.
  7. Tap Save.

How to asso­ciate a book­mark with a con­tact, ser­vice provider, or service:

You can cre­ate a book­mark in the Book­marks + Lock­ers topic and asso­ciate it with a con­tact, ser­vice provider, or ser­vice (or) you can asso­ciate a book­mark to a con­tact, ser­vice provider, or ser­vice directly from the Peo­ple + Ser­vices topic. For detailed infor­ma­tion about cre­at­ing book­marks, refer to the Book­marks + Lock­ers help.

  1. Locate the con­tact, ser­vice provider, or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing book­mark, tap Book­mark and select the book­mark you want to add by tap­ping it.
  5. If you’re adding a new book­mark, tap Book­mark and type a URL for a book­mark or search for a book­mark and select it.

How to asso­ciate a file ref­er­ence with a con­tact, ser­vice provider, or service:

You can cre­ate a file ref­er­ence in the Notes + Files, Lists topic to your local and online files and asso­ciate it with a con­tact, ser­vice provider, or ser­vice (or) you can asso­ciate a file ref­er­ence to a con­tact, ser­vice provider, or ser­vice directly from the Peo­ple + Ser­vices topic. Files can be local or stored online. For detailed infor­ma­tion about cre­at­ing file ref­er­ences, refer to the Notes + Files, Lists help.

  1. Locate the con­tact, ser­vice provider, or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing file ref­er­ence, tap File and select the file ref­er­ence you want to add by tap­ping it.
  5. If you’re adding a new file ref­er­ence, tap File and select a folder and file.
  6. If you don’t see the file ser­vice you wish to use, you can set it up directly from the result­ing menu by tap­ping New and com­plet­ing the options for the file service.

How to asso­ciate a pho­tos, audio, draw­ings, or video with a ser­vice or ser­vice provider:

You can cre­ate pho­tos, audio, or video within the Media topic (or in some cases directly with your device) and asso­ciate them with a ser­vice provider or ser­vice (or) you can asso­ciate a media item with a ser­vice or ser­vice provider directly from the Peo­ple + Ser­vices topic. For detailed infor­ma­tion about cre­at­ing media items, refer to the Media help.

  1. Locate the ser­vice provider or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing media file, tap Audio, PhotoVideo, or Draw­ing and select the file you want to add.
  5. If you’re adding a new media item, tap AudioPhotoVideo, or Draw­ing and com­plete the nec­es­sary actions.
  6. Save the ser­vice or ser­vice provider.

How to asso­ciate a note with a a con­tact, ser­vice provider, or service:

You can cre­ate a note in the Notes + Files, Lists topic and asso­ciate it with a con­tact, ser­vice provider, or ser­vice (or) you can asso­ciate a note to a con­tact, ser­vice provider, or ser­vice directly from the Peo­ple + Ser­vices topic. For detailed infor­ma­tion about notes, refer to the Notes + Files, Lists help.

  1. Locate the con­tact, ser­vice provider, or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing note, tap Note and select the note you want to add by tap­ping it.
  5. If you’re adding a new note, tap Note and add a name and due date, and then tap Full Details to add more information.
  6. Com­plete the infor­ma­tion for the note and tap Save.

How to asso­ciate an expense with a con­tact or service:

You can cre­ate an expense in the Finances topic and asso­ciate it with a con­tact or ser­vice (or) you can asso­ciate an expense to a con­tact or ser­vice directly from the Peo­ple + Ser­vices topic. For detailed infor­ma­tion about expenses, refer to the Finances help.

  1. Locate the con­tact or ser­vice from the appro­pri­ate tile in the Peo­ple + Ser­vices topic.
  2. After you open it, tap the plus sign at the bot­tom of the view.
  3. Choose Cre­ate New or Choose Exist­ing from the menu depend­ing on your choice.
  4. If you’re choos­ing an exist­ing expense, tap Expense and select the expense you want to add by tap­ping it.
  5. If you’re adding a new expense, tap Expense and add a name, amount, and due date/time.
  6. Add other optional information.
  7. Tap Save.

4 Comments


  1. Paul Rider
    Mar 14, 2014

    Ok. I give up. I’ve cre­ated a cou­ple of log items but I can­not for the life of me fig­ure out how to asso­ciate these with a con­tact. Help! I do not see it avail­able as a field for contacts.

    PGRider


    • LightArrow
      Mar 14, 2014

      Paul,
      In the Peo­ple + Ser­vice topic, when you cre­ate cus­tom fields, you have to cre­ate a form and include them. The form makes them avail­able in the Con­tact detail.
      For exam­ple, I may have a form called “Per­sonal Info” and include the fields “Mar­ried”, “Num­ber of Chil­dren” in it. I may have another form called “Deal Info” and have the fields “Deal Size”, “Like­li­hood” in it. When I open a Con­tact detail, I’ll now see two addi­tional tiles in it called “Per­sonal Info” and “Deal Info” — in each one I can set the cor­re­spond­ing field val­ues.
      In the future, we’ll allows Form applic­a­bil­ity by Group. Right now, all Forms are avail­able to each Con­tact.
      Hope that helps.
      Team LightAr­row
      Austin, Texas


      • Paul Rider
        Mar 14, 2014

        Ahhhh! Got it. I read the instruc­tions mul­ti­ple times but it just wasn’t get­ting through until your help­ful example.

        Thanks!


        • LightArrow
          Mar 14, 2014

          We’ll add the exam­ple to the help page. Also, we are work­ing on video tuto­ri­als for both Pro Con­tacts and Pro Inbox fea­tures.
          Team LightArrow

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