Contact directory template

Define which data each contact will display. More details can be viewed by clicking on each contact. Our demo apps are designed as a learning tool. You can get a sense for what types of apps are possible with Knack. Install apps to your own account to see how they are built. Then, build your own custom Knack app using our no-code Builder! Request a consultation. Install the Contact Directory. Install this app. Contact Directory Easily manage all your contacts and track notes and communication.

Screenshots Contact Directory Screenshots x View and search all the companies in your network. Flexibility to adapt to your specific use case - track customers and leads, physicians covered in different insurance networks, students at different schools in the district, and more! This is a simple yet comprehensive tool for managing contact info. Create a detailed list of vendor contacts that includes product or service descriptions, ratings, contract dates, and room for additional notes.

This template makes it easy to see which vendors are approved and how their ratings compare to others. Make sure you keep contact names up to date for each vendor to help streamline the ordering process and support your business relationship. Use this template to keep track of customer information, which can include the best method for contacting them, notes about recent interactions, customer ID numbers, and scheduled appointment times with clients.

This is an Excel spreadsheet, so you can filter it by customer name, location, ID number, or other info. Watch the demo to see how you can more effectively manage your team, projects, and processes with real-time work management in Smartsheet. Watch a free demo. Create a personal or family emergency contact list that includes anyone you want to be notified in case of emergency, including physicians or other medical personnel, emergency services, and work contacts so your employer can be informed if needed.

You can print and hang this list in your home so that family members, caregivers, or neighbors can easily access it. Word PDF. This template provides a card-sized format so that you can easily carry emergency contact information with you. Edit the template to include your most important contacts and information that might be needed in an emergency, such as a planned meeting place, contact info for family and friends, and medical or other special needs.

Use this template like a traditional address book: Add contact info, birthdays, and any other details you want to have on hand.

For each person on the list, you can add contact information for both work and home and include notes or important dates that you want to remember. This is a simple way to keep all of your contacts organized and in one place. This template focuses on phone contacts, including work, home, and mobile numbers. You can use the form to create a backup hard copy of your mobile contacts or to print a list of important contacts that you frequently call. Designed for managing a wedding guest list, this template can also be used for other events or special occasions, such as birthdays, anniversary parties, or community events.

In addition to names and contact information, you can list RSVP responses, additional guests in a party, and any other details that will help with planning and carrying out the event. Excel Word PDF. You can use this template as a team roster, sports sign-up sheet, or contact list.

It also works well for clubs or other groups. For a sports team, keep track of player names, parent or guardian details, and contact information. You can also add information about the team, coach, and season at the top of the template. Share the list with team members via email, or download it as a PDF file and print. But, how do you decide whether to stick with a simple contact spreadsheet or use a web-based service or contact management software?

For small businesses or those just starting out, it may not make sense to invest in software until you have developed a large customer database. Some of the advantages of using software include spending less time on manual data entry, allowing easy access for multiple people within a company to manage the information, and having built-in tools for analyzing data and producing automated reports. Businesses may require multiple databases for tracking customers, vendors, and other contacts.

In addition to all of the outside contacts required to run a business — including clients, suppliers, business partners, utility companies, and other services — employee information must also be collected, managed, and safeguarded to ensure the privacy and safety of personnel.

Just as tax forms, banking details, and other employee information need to be carefully managed, emergency contacts and related info must be kept up to date.