Stay Informed
Stay on top of crucial notes and events with Rolodex, ensuring nothing slips through the cracks!
Stay in the loop\\! With LinkedIn sync active, Rolodex notifies you of both title changes and new connections, keeping your network current.
Title Changes
After setting up LinkedIn, you’ll spot title changes conveniently displayed on the Home page, like so:
- By default, you’ll receive emails about title changes, which you can turn off with notification settings
- Title changes are shown in the ‘Network’ feed from most recent to least recent. You can view both your network and all networks, including title updates to your team members connections.
- If contact is archived, you generally won’t get title change notifications for them.
New Connections
Rolodex also notifies you of any new connections synced to your account:
Stay in the loop\\! With LinkedIn sync active, Rolodex notifies you of both title changes and new connections, keeping your network current.
Title Changes
After setting up LinkedIn, you’ll spot title changes conveniently displayed on the Home page, like so:
- By default, you’ll receive emails about title changes, which you can turn off with notification settings
- Title changes are shown in the ‘Network’ feed from most recent to least recent. You can view both your network and all networks, including title updates to your team members connections.
- If contact is archived, you generally won’t get title change notifications for them.
New Connections
Rolodex also notifies you of any new connections synced to your account:
Keep your team informed and aligned by adding notes to contacts. Share important details, meeting updates, or next steps collaboratively, or mark notes as private to manage sensitive information. Notes ensure everyone stays in the loop\\!
Stay connected effortlessly with Rolodex personalized keep-in-touch reminders, ensuring you never miss a beat in reaching out to key relationships\\!
Setting up Keep-in-Touch
There are several ways to set up a frequency for Keep-in-touch:
Keep-in-Touch Page
We recommend using the Keep-in-Touch page if you’re setting up frequencies for a bunch of contacts.
Choose if the Keep-in-touch reminder is to be set for just you (Personal) or for the whole team (Team). You can view the different reminders on the Keep-in-touch page.
Contact card
From the contact’s profile, you can also set, snooze, or update the Keep-in-touch frequency for that contact.
FAQ
How does keep-in-touch work?
How does keep-in-touch work?
Rolodex will send you an email reminder or push notification (on mobile) when it is time to reach out. You will receive a notification based on the timing of the last interaction.
For example, if you have a 3-month keep-in-touch for Cameron and your last interaction was in June 20th, you will receive a notification from Rolodex to reach out on the morning of September 20th.
Where do I get the reminder?
Where do I get the reminder?
Rolodex will notify you via email by default on the morning of your keep-in-touch date. If you have downloaded the mobile app, you will receive also receive a push notification. You can customize these notifications in your settings.
What if I interacted with a contact before the keep-in-touch date?
What if I interacted with a contact before the keep-in-touch date?
Great\! If you logged your last interaction in Rolodex, the keep-in-touch will automatically be pushed to be based on your most recent interaction. From the above example, let’s say you interacted with Cameron on July 5th. You will now be notified on October 5th.
What happens if I don't do anything with a keep-in-touch?
What happens if I don't do anything with a keep-in-touch?
Even if you don’t update your last interaction with a contact, Rolodex will still notify you when it is the next time to keep-in-touch. For example, if you set a keep-in-touch for a 3-month frequency and ignored the last notification, Dex will send you a notification again in 3 months.
Will I get spammed with keep-in-touch if I set a bunch at one time?
Will I get spammed with keep-in-touch if I set a bunch at one time?
In short, no. Rolodex will automatically space out your keep-in-touch notifications so you won’t receive more than 5 per day.