Lately I’ve been adding new Contacts to JibberJobber via email. It’s one of the coolest features we have. I simply find someone I want to put in my system, send them an email, bcc my ultra-secretive email address, and if the person isn’t in my database it will be added (along with the email contents, as the first Log Entry).
Anyway, back to how I find that person. I’ll email them but I keep their LinkedIn Profile up so I can grab their picture, title, location, etc. When I create the Contact record using Email2Log I am only adding the first name, last name and email address.
Normally my Contacts List Panel is ordered so I see the most recent Contacts I’ve entered at the top of the list. But sometimes it is not ordered like that… and sometimes I feel it takes to long to come up and then reorder, or clear a filtered search or something like that (yes, I’m that impatient).
I have found a better place to find the new Contact.
Instead of going to the Contact List Panel I mouse over Reports and then click on the Log Entries and Action Items Report.
Anytime you use Email2Log you are creating a Log Entry, so it will show up in that report (which is a List Panel).
I have this report ordered so that I see the latest Log Entries or Action Items at the top. I simply come to this report and look to see if the email is on the top. I am showing the Contacts column (if you don’t see it, click on the manage columns icon and add it), and I simply click on the person’s name and it takes me to their Detail Page.
The Email2Log is on a 5 minute cycle, so it might take a few minutes before it shows up, but this is my fastest way to getting to that newly created Contact record so I can put more details on the record. For some reason I like doing it this way rather than going through the Contact List Panel.