Personizer works with your existing Google Contacts and Google Calendar. It marries these tools together but adds it’s own new information for Tasks and Notes. This way there is no need to use a new Contact system nor either a new Calendar system but just leverage these tools into a single place. This makes the application a universal organizer to manage customers and also to organize any busy schedule into a person friendly and single view.
A new customer only needs creating if it does not already exist in your Google Contacts. Press the + button, tap the “New Contact” icon.
Fill in the details in the Add Contact screen that loads and Save it. This will save the Contact to your Google Contacts and it will then automatically refresh Personizer’s local copy. (allow about 20 seconds for it to complete.)
Note: If a Contact has been added a different way, via the Google Contacts system, and it’s needed to manually refresh the Contacts in Personizer:
On the top right of the main screen, tap the overflow button with the vertical 3 dots “…” , and tap “Refresh contacts” . This will reload the Google Contacts, it takes about 20seconds to reload all your contacts into the local app. It will notify on screen when it’s finished that your contacts have been refreshed.
Add a new Task(job) or Note
Tap the + button, choose New Task (Tick icon) or New Note (document icon)
Enter the Task/Note and optionally the Description. Use emoticons anywhere in the Task and Description to give it a personal feel. These emoticons will also show up on the Calendar.
Tasks are like Jobs. And they get completed.
Whereas Notes are like bits of information about your client, they don’t get completed. For instance, the Notes might contain general information such as a clients preferences for a product/service. Or if they have a particular out of the ordinary requirement. Notes can be turned on/off at any time from view.
To scroll down, press the Phones back button to hide the keyboard again
Categorize the task
With a Contact.
Choose which Category type to use. It can be a person (for example a Contact) or a folder (Custom category).
Tap into the ‘privately categorize task’ box and type in the name of the Person. Simply if the task involves a person, use that person to categorize it with – Personize it! This is very useful for not just simple personal categorization but for ease of communications.
With a Custom folder
Tap into the ‘privately categorize task’ and type in the name of the custom folder (or scroll across to see them)
Add / edit Custom folder
Expand the extra 3 dot menu “…” (the overflow menu), then tap Edit Custom Folders to add or rename an existing Custom folder. Press the top back arrow when all done. The new Category will show up in the Categorize box
Press the button and either take a new photo or choose from the Gallery.
Tap Save to save the task. Or press Back to cancel it.
Set as important
Press the Star icon on the Task edit screen and the task will always appear at the top of its Category in bold.
To delete the task permanently, press the top right overflow button (“…”) and choose Delete. (this is different to completing a task, which moves the task into the History).
From the main tasks view, press the Square icon next to the task to complete the task. The task is now moved to History. (Press History icon or Search box to find it later).
In the Task edit page, turn on the Alarm to set a reminder for this task.
Change the ringtone in Settings by sliding in right from the top far side (or tap the hamburger button). The reminder or the calendar dates are also used to filter tasks into the various views (Today, Overdue, All tasks)
Put the task onto the Calendar
Puts the task onto your calendar. it will copy the Task name into the heading, and append the Category/Contact name E.g. Meeting [with Bob] . Then set the date and time. (Be sure to press Save as well). This uses your existing Google Calendar service. Use the Calendars “Add reminder” to add an extra reminder preceding the Calendars time.
Tap on the Calendar view button at bottom of screen to see all of your Calendar events. Not just the ones made with Personizer, but your entire Calendar Schedule! So now all of your other systems that use your Calendar can be viewed in Personizer. You can edit the event from your calendar or other systems and Personizer will update with the new details in the Calendar view (but not on the Task). This is why it’s best to use Personizer to make or change the Task, and set the Calendar event for the Customer within the app and change details within the Task edit screen. When Personizer converts a Task into a Calendar event, this event is sync’ed to your Google Calendar so it will also show up there also.
If the task is categorised with a Person (from your Contacts), tap the Persons photo to jump through to their Contact profile. Then Call, SMS, Email, or use their location to drive to them. This loads up your existing Contacts App profile (Google Contacts). Press the phone’s Back button to return to Personizer.
Easily see what needs to be done today by choosing Today from the filter view.
Tasks are automatically color coded with Green (All tasks), Yellow(Today) , Red (Today & Overdue), to show:
What’s not yet due.
What’s due today.
A task is green, if it is 24hrs or more in the future, or if it is not scheduled.
Today is midnight to midnight today.
Overdue is from yesterday or prior and not done. then
Date range: select a start and end date and it will show all tasks that are Scheduled in that range (Using the Calendar date or the Reminder date values)
Use the search box to find historical items(completed) or current items. It will search Notes/Tasks and Contact names (that have been used with a Task/Note). In this example typing ‘danny’ into the search box shows all items (tasks/notes/history) for Danny. Note: it does not search through all of your existing Contacts, only Contacts that have been used previously.
View individual Contacts notes or history.
On the Contacts node, press the HIstory icon to show past tasks. If the history icon is disabled there are no history items.
Press the Notes icon to show all notes for the Contact. If the Notes icon is disabled there are no notes.
View the entire list of all Contacts notes, tasks and history. Unticking this box “Show Active Contacts” will show all Contacts that don’t have any current Tasks outstanding (that is they are all completed) but DO have Historical tasks or do have Notes for them. This is a good way to find something if you’re struggling to remember the name of the person or the name of the job. Scrolling through this way can be used.
Personizer works on the principal to just show what is current and active, which is determined by current Tasks. So once a Task is completed (even if Notes were created), the Contact is hidden from view. This way only current Contacts with outstanding tasks are seen by default.