So, basically, they're inactive, but could be reactivated when needed? I like.
Cyan Train
•
Nov 21, 2020
Ronnie Ledesma: Exactly.
Kevin Sun changed status to Complete
•
Jul 12, 2021
This is now complete! You can archive contacts, which will be hidden and not synced (if contact sync is turned on). For more information, see this link: https://guide.getdex.com/features/archived-contacts
Kevin Sun
•
Apr 12, 2021
Hi Samnuel! Curious what the downside here might be for a) deleting these contacts or b) marking them as 'Don't keep-in-touch.' Other folks have also mentioned archiving too as a potential solution
Samuel Jackson
•
Apr 12, 2021
Kevin Sun: One advantage comes back to import: if I delete them, I have to remember to not re-include them if I do a new import. On the "keep in touch" front, I could create a group called "Track" and then filter the list to only include those contacts that are in the "Track" group… just a little involved. I noticed this though when scanning birthdays. If I have 100 people with an April birthday but I only care about 10 of them, it's frustrating to scroll through. Yes, I won't get reminders about them all, but I would like the ability to hide contacts completely unless I search for them. Dex can add the smarts, or I can do the filtering, if I have the tools. But I want to manage it less at the level of import. If other creative suggestions glad for them… feels like Dex is close! to unifying my LinkedIn/FB/Email contacts, and letting me do CRM stuff to them, but I then need to manage the info overload risks.
Kevin Sun
•
Apr 13, 2021
Samuel Jackson: This makes sense -- thanks! What about something like 'archiving' a contact? We'd hide the contact is most views, except for a specific 'archived' few somewhere. Would that work for you?
Cyan Train
•
Oct 4, 2020
I'd like to be able to hide them from everywhere and then just have an "archive" where their details are kept. Kind of like moving these contacts to a folder to get them out of the way. I wouldn't get any reminders for them, wouldn't see any of their info anywhere else in Dex. This would be great for people important from Gmail, for example, but that I haven't spoken to in years. Or for clients I worked for years ago that may or may not reach out again in the future.
Kevin Sun
•
Oct 26, 2020
Cyan Train: Hi Sofie - just wanted to understand this in a bit more detail. Does this makes sense to you? Archived contacts
Show up in search bar
You can still add details / events to archived contacts
Show up in an archived contacts section Archived contacts
Never have a keep-in-touch frequency
Never will be part of groups
Never will show up in any pages other than the archived ocntacts page
Cyan Train
•
Oct 26, 2020
Kevin Sun: Yup that sounds good! I think I'd also be fine with them being un-editable as long as they're archived. It seems logical to me that once you have new info to add, they shouldn't really be archived contacts. I'm not sure if that would make it easier or harder to do though.
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Comments15
Ronnie Ledesma
Nov 21, 2020
So, basically, they're inactive, but could be reactivated when needed? I like.
Cyan Train
Nov 21, 2020
Ronnie Ledesma: Exactly.
Jul 12, 2021
This is now complete! You can archive contacts, which will be hidden and not synced (if contact sync is turned on).
For more information, see this link:
https://guide.getdex.com/features/archived-contacts
Kevin Sun
Apr 12, 2021
Hi Samnuel! Curious what the downside here might be for a) deleting these contacts or b) marking them as 'Don't keep-in-touch.' Other folks have also mentioned archiving too as a potential solution
Samuel Jackson
Apr 12, 2021
Kevin Sun: One advantage comes back to import: if I delete them, I have to remember to not re-include them if I do a new import.
On the "keep in touch" front, I could create a group called "Track" and then filter the list to only include those contacts that are in the "Track" group… just a little involved.
I noticed this though when scanning birthdays. If I have 100 people with an April birthday but I only care about 10 of them, it's frustrating to scroll through. Yes, I won't get reminders about them all, but I would like the ability to hide contacts completely unless I search for them.
Dex can add the smarts, or I can do the filtering, if I have the tools. But I want to manage it less at the level of import.
If other creative suggestions glad for them… feels like Dex is close! to unifying my LinkedIn/FB/Email contacts, and letting me do CRM stuff to them, but I then need to manage the info overload risks.
Kevin Sun
Apr 13, 2021
Samuel Jackson: This makes sense -- thanks!
What about something like 'archiving' a contact? We'd hide the contact is most views, except for a specific 'archived' few somewhere. Would that work for you?
Cyan Train
Oct 4, 2020
I'd like to be able to hide them from everywhere and then just have an "archive" where their details are kept. Kind of like moving these contacts to a folder to get them out of the way. I wouldn't get any reminders for them, wouldn't see any of their info anywhere else in Dex. This would be great for people important from Gmail, for example, but that I haven't spoken to in years. Or for clients I worked for years ago that may or may not reach out again in the future.
Kevin Sun
Oct 26, 2020
Cyan Train: Hi Sofie - just wanted to understand this in a bit more detail. Does this makes sense to you?
Archived contacts
Archived contacts
Cyan Train
Oct 26, 2020
Kevin Sun: Yup that sounds good!
I think I'd also be fine with them being un-editable as long as they're archived. It seems logical to me that once you have new info to add, they shouldn't really be archived contacts.
I'm not sure if that would make it easier or harder to do though.