How to Be more organised
1 Maintain a birthday list
Calendar can provide birthday alerts, but a Smart Group in Contacts provides a potentially longer overview of what’s coming up. Create one that checks for ‘Birthday is in the next’ and a duration that suits how much warning you need!
2Unearth missing details
It’s easy to end up with an address book that isn’t that useful. Create Smart Groups to list contacts lacking important details (email addresses, phone numbers, or both), then get cracking with filling in the missing information.
3Recall where you met
If you acquire contacts at speed, use the Note field to state where, when and why you met someone. Periodically create a Smart Group that finds contacts that lack this information and use it to prune your records accordingly.