Enhanced Visual Dashboards on Contact Level in Rolodex

I would like to propose an improvement to the visual dashboards of Rolodex at the individual Contact level, inspired by what’s available in SigParser. Specifically, we’d love to see the following features added:

  1. Interaction Status

Clearly indicate whether the relationship with the contact is:

  • ACTIVE: Latest interaction within the last 90 days.

  • FADING: Latest interaction within the last 180 days.

  • COLD: Latest interaction within the last 365 days.

  • INACTIVE: Latest interaction more than 365 days ago.

  • UNTOUCHED: Contact email address most likely derived from email message reply chains.

  1. Latest & First Interaction Dates

Display the timestamp of the first and most recent interactions (email, meeting, etc.).

  1. Interaction Counts

Show detailed counts such as:

  • x Emails To

  • x Emails From

  • x Emails Included (CC/BCC)

  • x Completed Meetings

  • x Upcoming Meetings

  1. Interaction Highlights

Summarize key milestones or noteworthy communication patterns (e.g., surge in contact, milestone events).

  1. Interaction Details

Provide a time-based bar chart view showing the volume and type of interactions over time for quick visual analysis.

  1. Relationships Graph

Visualize which team members interacted most with the contact and who was frequently in CC, using a graph-based layout.

  1. Coworker Relationships Overview

A table view showing:

  • Which team members had the most interactions with the Contact

  • First interaction date per teammate

  • Latest interaction date per teammate

  • Type of interaction (email, meeting, etc.)

Screenshots from SigParser are included to illustrate the desired functionality and visual presentation.

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Upvoters
Status

In Review

Board
💡

Feature Request

Date

9 months ago

Author

Olivier

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