Daisho Blacksmith
Kontaktmanagement Contact Management 

With DAISHO you can successfully build and care for your network.

DAISHO covers all phases of your personal relationship management. You can build your from marketing to customer care. With DAISHO you do not exclusively concentrate on customers as contacts.

If you want to create a new contact just press the red plus-icon (Add new contact). It is located on the right side at the top.

Concepts

What are Contact Details

In the Contact Detail view you can enter all relevant contact details for each contact. DAISHO gives you the ability to enter an unlimited number of addresses, emails and phone numbers. You can enter business and private addresses of your contacts. Furthermore you can enter salutation, greeting letters, greeting emails, address person, gender, language, where first met, when first met and a comment.

The Last Contact field will display the date of the last meeting you have had with that contact. This value will be automatically retrieved from your calendar. The Next Contact field will act the same but showing the date of the next expected meeting.

What are Greetings

Greetings are headers of letters and emails, like Hello James or Dear Sir. Typically, we have at least 2 different types of greetings. The formal and informal. The idea behind the greeting system in Daisho is to have a way by which you can automatically set the greeting depending on the person you are sending the email to. This saves time when writing emails that are addressing a single person and can help avoiding embarrassing mistakes.

To illustrate more, Ahmed has his boss Bob Moore and his friend Seif Ryad's emails stored in his Daisho contacts page. When Ahmed clicks on the create email button attached to his boss' contact, he expects to address him as Dear Mr. Moore, while of he is sending Seif an email, he'd address him with Hi Seif.

You are in the view Contact Details. You can select the greeting from the drop down menu or you can type in your own greeting for emails.

By clicking the email icon on the top Send email, a Compose message window will pop up with the selected email address showing in the To: field. Whatever is saved in the Greeting emails field will be inserted at the beginning of the email message.

What are Datasets

DAISHO has two types of datasets: Business and Private. Each contact must have at least one business dataset.

You can choose between Business and Private addresses.

With DAISHO you can create unlimited numbers of datasets for business and private addresses and additional details for each contact. You can enter unlimited phone numbers, email and web addresses.

What are Addresses

There are two types of addresses that can be stored under a single dataset:

  • Residential
  • Postal

You can choose between Residential and Postal addresses.

 

Residential addresses are addresses including streets and numbers.

Postal addresses are addresses containing a post-office box.

What is the Contact Radar

The Contact Radar depicts the point in time of the last contact for all contacts. The more far away the contacts are on the radar, the longer the last contact has been ago.

For illustrating the time in points of the last contacting activities, DAISHO offers you several filter functions. You can filter for categories (Industry, Level and Area of Work), contact type and frequency of inbound as well as outbound contact activities. If you leave all check box unchecked, then it will display the last date of all your contacts' activities.

The Radar is automatically created from the contact history.

Using DAISHO's Contact Radar no longer any of your contacts will be forgotten.

What are Contact Actions

The view Contact Actions shows you all activities related to the selected contact.

You can display all activities referring to this contact, or you can select types of activities (meeting, tasks, calls) that you want to get displayed. You can choose between several time spans like current week, next week, current month and next month from the drop-down menu.

Furthermore you see the activities' description, the context, start and end date, the personal set due date and the priority.

The Contact Actions are generated automatically from the calendar entries, as long as you have set contact persons to your activities.

What is Contact History

The view History shows you all activities in the past related to the selected contact. You can choose which types of activities you want to get illustrated for your history view. That means you can exclusively display activities like meeting, call, letter, email or fax if you want to.

As time span you can choose between all, last week, last month and last year from the drop-down menu.

You see the date of the activitiy, the contact type, the duration and the description.

The History is generated in two ways.

  1. On the one hand, entries are generated automatically from the calendar when contact persons are set to activities.
  2. On the other hand you have the option to enter additional activities that you do not want to enter explicitly in the calendar. If you want to documentate your email communication or your phone calls, this view is a quick way of documenting your activities.

Tasks

How to create a Contact

  1. Go to the view Contact Details. Here you can enter all relevant contact details for one contact.
  2. For adding a new contact please press the Plus Icon Add new contact on the top of the screen.
  3. Then you can enter the contact details of this contact by filling out the entry fields.
  4. You can enter business and private addresses of your contacts. By clicking the Business button, the relevant fields for business details show up and you can easily enter the details. By clicking the Private button, the relevant fields for private details show up and you can easily enter the details.
  5. With DAISHO you can enter an unlimited number of addresses, emails and phone numbers. Just click on the more button (...) and you can add as many addresses, emails and phone numbers as you want.
  6. To save the contact to the database please press the Save icon on the top of the screen.
  7. With the Plus icon you can enter a new contact again.

How to set Additional Details

Under Additional details you can enter an unlimited number of phone and fax numbers, email addresses and websites.

Telephone, Mobile or Fax
  1. Press the more-button (...)
  2. Then press New, a pop-up menu opens where you can enter a phone number in the view format field.
  3. Here you can set the Country Code, Area Code and the Telephone Number.
  4. If you want that number to be the default number click Set as default number.
  5. To save your details, click OK.
Email
  1. Press the more-button (...).
  2. Then press New, a pop-up menu opens where you can enter the email address.
  3. If you want that website to be the default website click Set as default.
  4. To save your details, click OK.
Website
  1. Press the more-button (...)
  2. Then press New, a pop-up menu opens where you can enter a new website address.
  3. If you want that website to be the default website click Set as default.
  4. To save your details, click OK.

How to create Datasets

For entering more than one business or private address you can create an unlimited number of datasets.

  1. Click the more-button (...) in the Datasets area next to the selected dataset name, Default Business Dataset or Default Private Dataset
  2. Then click the New button to enter a Dataset name. This could be one of the company names, if your contact is working for different companies.
  3. Furthermore you can enter the Position and Department referring to the dataset.
  4. If you want to set it as default then please tick the Set as Default box.
  5. To save it, click OK.

How to use the Contact List

The List view shows all your existing contacts in an alpabetical order.

  1. In the List view, select one record. You can view the contact details for this person in the Details view above.
  2. You can also search for a specific contact by clicking the search button on the right side of this view.

Add new search conditions

By clicking Add another filter button, you can set more than one condition. Herewith you can search in detail for particular contacts. The results will be shown in the List view.

By clicking Add another filter button, you can set more than one condition. Herewith you can search in detail for particular contacts. The results will be shown in the List view.

By pressing the Remove fliter button, you remove your search results from the view. All your existing contacts are displayed again.

How to use the Contact Radar

The Radar is automatically created from the contact history. The last contact activity of each contact is shown in the Radar view.

  1. You can also see the details of your last contact activity for each contact when you go with your mouse over the icon.
  2. You can double click the icons. The Contact Details view of the icon you clicked is displayed.
  3. You can display your last contact activities with several filter functions.

How to create Greetings

  1. Under the menu bar, click on window --> preferences --> contacts --> greetings
  2. Click on the new button.
  3. Here, you will be able to create your custom greeting. You can add manual salutations (words like Hi, Hello, Dear Sir, etc.) and the join them with prefixes, first or last names, titles after names, etc
  4. After you finish, click on the OK button.

The result you will get in the end is the combination of the different parts of the expression you just created. For example, if "Dear[salutation][Last Name]" is selected on a Mr. Robert Holmes, the resulting expression will be Dear Mr. Holmes. While, "Hi [First Name]" will yield Hi Robert.

How to use Greetings

In order to use greetings, you have to create at least one pattern

  1. Select the required contact.
  2. Select the required greeting from the drop down menu.
  3. Save the contact.
  4. Click on the send email button next to the email address in the contact details page.

How to create the Contact History

The History is generated in two ways:

On the one hand entries are generated automatically from the calendar when contact persons are set to activities.

When a meeting/call/task is finished, you can press the Create History button to save it in your Contact History.

On the other hand, you can add activities to your History by pressing the New button.

If you want to document your email communication or your phone calls, this view is a quick way of documenting your activities.