Tagging in BusyContacts

 

I recently wrote about how I now use BusyContacts to manage my contacts day to day. 

Well one topic that I didn’t cover, that I feel I should share, is that of tags and how I utilise them in BusyContacts

Tagging is starting to become more prevalent in my workflows. (Hey, if you have been reading my Alfred workflows, I just invoked Alfred then and typed spell prevalent to make sure it was correct - pretty cool don’t you think?!). I digress. I love tagging and my simplified way of doing things is starting to demand that I use tags more often. In Evernote for example, I throw everything that I’ve processed from my Inbox directly into a container called Cabinet after assigning it a tag or tags. That’s because I don’t want to think about which Notebook or Stack that it is in when it comes to searching. Also, a lot of the notes I have fall into more than one category and could be equally happy being in either of two places. No, I simply assign tags to them so they are more easily searchable when I actually want to review them and away I go. 

The same goes for DEVONthink Pro Office (I really need to get some new posts up for that) and I’m starting to look at Dropbox with those same simplified eyes. 

Tagging with BusyContacts is slightly different though. I’m not using them in order to place everything in one container - everybody is in one directory anyway. This is more so that I can send communications to multiple recipients at once, or so that I can work through a logical group of people when it comes to sending out mail information. Another good use of tags is for creating a Custom View. If I only wanted to have a view containing clients for example, I could create a view for the day that only displayed anyone that had the clients tag applied. 

Let me show you how it’s done. 

When you open BusyCal, ensure you have the tag list visible in the bottom left hand corner of the screen. If you don’t, simply toggle it’s visibility with the ⌥⌘T shortcut. Then, right click or Ctrl click anywhere in the tag box and select New Tag. Alternatively you can highlight a number of contacts, right click here and select New Tag From Selection. You are then presented with a blank tag, ready for naming. Choose your desired name and then we’re onto customising it. 

 

Right clicking on the new tag gives you the option of changing the Tag colour, Sending an email to everyone with the tag, Deleting the tag or creating a new one. Reasonably simple options I’m sure you’ll agree. 

I know you are thinking that htis is hardly enough for a blog post, but what about the custom views you can create with your newly created tags? There is some use there and I’ll show you how it’s done. 

On the menu bar, select Filter -> New Smart Filter or hit ⌃⌘N

 

If you are familiar with Smart Folders in Mail.app and other similar products, you will know what we have here. We need to trim down the selection of available contacts to a certain subset of attributes, based on criteria we select here. Quite simply, I have elected to ONLY display contacts with the clients tag. The number of attributes you can elect to filter by is large - I stopped counting at 70 as I was bored so I won’t go through them all. I only use tags at the minute as a filter but I’m sure this will progress as the number of contacts I have grows along with the type. 

Once you click OK, you will see that two options appear below the sizing lights in the top left hand corner of the main window. Unfiltered will show you the default view of your clients, whereas I now have a Smart Filter called Clients Only that I can use. 

 

Tags are great in so many applications and BusyContacts is definitely one of them so please check it out.