A huge missing feature for me

I am a solo practitioner attorney and have been looking for something that I can use to keep track of potential clients and contacts with existing clients. It looked like Vipor CRM was going to be a winner. However, after I pulled my contacts into the system, there was one glaring hole that I’ve been unable to figure out how to fill either by poking around in the program or by going onto the Vipor website.

I maintain a lot of contacts and generally try to keep track of how I met someone and what my relationship is to them (common friends or whatever). However, a contact in Vipor does not seem to have a notes field or other such item to keep track of this type of informaiton. I can use LinkedIn (if they are a member) to glean some of that type of information, but that is not a great solution.

I can create a log item or something like that to keep track, but what that requires is that I reenter a lot of information from my contact list. Much easier to have a simple notes field that takes information from the notes field when I import a contact. In fact, many of the fields of my contacts (like spouse information, department within a company, custom fields or whatever) are simply not supported. This is a mystery to me for a program that is supposed to be all about managing contacts and relationships to not have a rich set of fields associated with the contacts. Seems weird that the simple built in mac contacts book has a much richer set of metadata than a program designed to manage contacts and relationships.

The Tahi about Vipor CRM