I only know one of these pieces of information by heart and, like most people, I have to rely on my contacts list for the other two.
Unless you’re my mom (who is the most organized person I can think of), you probably don’t have this information as ‘at hand’ as you want to have it. If so, this post is for you.
Tip 1: Determine every place you keep contact information, then pick ‘the one’.
Let me use my case as the example:
- I rip corners off envelopes when people send me stuff so I have their mailing address. These are in a pile on my desk (if I got them at work) or my dresser (if I got them at home). They are in the same piles as business cards people give me.
- I have all email going into one Gmail interface.
- I text people/meet people in real life and put them into my phone contacts.
- I use a CRM for work and have people in there who I’ve classified by relationship (business contact, family, etc.) that syncs with my phone and email to track what information/contact has been made and when. (Note: not as creepy as it sounds.)
- I have a Rolodex on my desk which, besides being something everyone can laugh at and revealer of my middle aged-ness, has business cards in it and is full.
- I rely very heavily on Facebook for birthday reminders and those people not on Facebook, my mom is kind enough to text me about.
Clearly I have some decisions to make but one thing is true: I will never feel organized until everything is in one place, whether it’s a paper system or digital one. I’d love to know, say, my client’s birthdays, but before getting ambitious I have to pull everything into one system. You do, too.
If you decide on paper, it’s time to find a nice address book or Rolodex and start going through your lists in all your digital places.
If you decide on digital, you need to pick one system that is the main system (ex: Gmail) and then merge/import your data from the other systems in. Most programs will let you export to a .csv file (comma separated value, like a text file with commas where lines of a table would be) that can be imported in. Googling something like ‘merge Hotmail contacts into contacts on iPhone’ should give you some options, or hire a nerd to do this once you understand what all the moving pieces are.
Tip 2: Clean duplicates or people who shouldn’t be there.
Once everything is in one system, it’ll be very easy to clean duplicates (since the system will either automatically do it or make it easier to spot because alphabetically, they’ll be right next to each other).
The one thing technology can’t do is delete those people who shouldn’t be there, like ex-boyfriends or deceased relatives (I have other places for both but I don’t need ‘David OKCupid’ to appear every time I look for my colleague Dave’s number). Lost time, people.
Tip 3: Make it work everywhere.
Let’s say you picked Gmail contacts and have cleaned them out. It won’t do much good until you put them on your iPhone too. Or the Mail application on your phone. And anywhere else you need to regularly access them.
Tip 4: Create process when you add a new contact.
Yay, you met a new friend when you went out for drinks. Now what?
Well, ideally you have a system for adding her into your contacts. Yes, maybe it takes an extra two minutes to look up her birthday on Facebook and type in her mailing address as you put her into your Gmail contacts but the first time you need to look up her email address and it’s actually there, you’ll be grateful.
If this sounds tedious to you, you can use a website like Upwork and hire someone who does this periodic data entry/finding for you, then you can email them and say ‘Add so and so to my contacts.’
Tip 5: Periodically clean out.
Just because you met that cool Australian guy at the youth hostel and traveled Rome when you were 20 does not mean he needs to be in your contacts. (Bye, Chris.) By periodically cleaning out people you aren’t planning to stay in touch with you will make your list a lot more manageable. Fun fact: Australian Chris I’m sure continues to exist despite the fact I deleted him the other day.
If you want to remember these people, maybe write a short story about them or make a fun ‘Random People I Once Knew’ Google Doc and stick them there. Your contacts list is a living document and your past, while an important part of you life, shouldn’t exist there.
Having an organized contacts list will make you feel in control of your entire life and who knows, maybe I’ll be texting people to let them know about birthdays one day soon, impressing my friends and family with my organization.