BizCortex documentation

Contacts

The people you correspond with: salutation, form of address, relationship and timeline.

Contacts are collected from your mail, meetings, Outlook and the CRM once your mailbox is connected. The same person found in several places is merged by email address and phone number.

The list shows Name, Relationship, Last contact, Contact goal and Form of address. Use "Search contacts" and the filters "VIP only" and "Gone cold".

Contacts
Screenshot of this screen

Who can use this

  • Owner
  • Admin
  • Sales
  • Accountant

Steps

  1. 1. Open a contact

    Click a contact. The detail page shows contact details, relationship, the timeline, open commitments and "What the assistant knows".

  2. 2. Set salutation and tone

    Under "Salutation & tone", set Salutation (Ms, Mr, Diverse or Unknown), Academic title, First name, Last name, "Sie or du" (or Automatic), Language and an optional Custom salutation. The preview "This is how your next email starts" updates as you type. Click "Save" or "Reset".

  3. 3. Set a contact goal

    Enter how often you want to be in touch, in days (1 to 730). The contact is "Gone cold" after 1.5 times this period without contact.

  4. 4. Mark as VIP or mute

    Switch on VIP for important people. Switch on "Muted (no nudges)" to stop hints about this contact.

Fields and options

Relationship strength

A percentage from 0 to 100. It grows with mail in and out, meetings and calls and fades over time (half life 45 days). It is lower when only one side writes.

Contact goal

Your own number of days. Without one, VIPs get 30 days and strong contacts 60 days.

Form of address source

Shows why Sie or du was chosen: your setting, your last email, CRM, their greeting, or default.

Salutation rules

Only the academic titles Dr. and Prof. are used. With an unknown or diverse gender the greeting uses first and last name. A custom salutation wins over everything.

Timeline

Email received, Email sent, Meeting, Call, WhatsApp, SMS, Note.

Links

CRM lead, Customer contact or Internal, if the contact is linked.

Sources

Outlook, Email, Calendar, CRM, Lead, Customer, Manual.

Last from them / Last from you

The last message in each direction.

Related

  • Commitments

    What you promised and what others owe you, with due dates and evidence.

  • Memory

    What the Assistant remembers about your preferences and routines, and how to correct it.

  • Hints and reminders

    Every check the Assistant runs on your data, and when it reminds you.