Relationship Manager
About this template
The Basics tab contains the name of the person you are adding to the table. Within the page for the name you will find all the other tabs in this table.
The Basics tab also contains details on their relationship to you, when you first met, their age, their interests, their family members as well as any money they owe you.
The Address book tab contains their name, email, physical address, the city / country they are in (so you can see how many of your contacts are in one city / country), website, job title and company they work at.
The Birthdays tab contains their name, birthday, age, whether it is their birthday month this month, their interests, their family members and any gifting ideas you have for them
The last interactions tab contains their name, how they prefer to be contacted, when you last interacted and how long ago that was, how often you need to interact to maintain that relationship, and based off that it will tell you whether you need to reach out to them or if you're okay.
The reach out tab contains a list of people you should contact (calculated off when you last contacted them and how often you should be contacting them)
The money tab has a list of the people who owe you money (can be used vice versa) and for what
