Only the fields needed to schedule notecards: name, address, birthday, anniversary. Your full CRM lives elsewhere.
Name
Address
Birthday
Anniversary
These are sample contacts. Ready to replace them with your real list?
Upload a CSV with name, address, email, birthday (optional), and anniversary (optional). The eight samples above will be archived. Tags are free-form — useful for filtering by neighborhood, referral source, or any grouping that helps you.