Organization

Tags, notes, facts, relationships, and employment history.

Tags

Tags are custom labels you create to organize your contacts. Each tag has a name and an optional color, making it easy to visually group people.

Family

Color-coded labels

Colleague

Up to 50 characters

VIP Client

Unique per account

Use tags to filter your contacts list. You can assign multiple tags to any contact and filter by tag from the contacts page.

Notes

Notes are private, free-form text you attach to a contact. They are never shared with the contact or anyone else — only you can see them.

Note

Notes support up to 10,000 characters. Use them for meeting summaries, personal reminders, or anything you want to remember about a person.
1

Open a contact and go to the Notes tab

The Notes tab shows all your notes, tags, and facts for this contact.
2

Click 'Add Note'

Type your note and save. Notes are timestamped and shown in reverse chronological order.

Facts

Facts are structured pieces of knowledge about a contact. Unlike notes, facts are categorized and support versioning — when information changes, the old fact is preserved and linked to the new one.

Fact categories

Professional

Career, skills, projects

Personal

Hobbies, family, interests

Preference

Likes, dislikes, dietary needs

Biographical

Background, education, origin

Tip

When a fact becomes outdated, use the supersede action instead of deleting it. This preserves history — for example, tracking career changes over time.

Relationships

Relationships connect two contacts to each other. Cardmunk uses 7 primitive relationship types from which extended family relationships (sibling, grandparent, uncle, cousin, in-law) are automatically inferred.

Relationship types

Symmetric relationships

Both sides are equal: Spouse, Partner, Friend

Asymmetric relationships

One side is “senior”: Parent → Child, Manager → Report, Mentor → Mentee, Provider → Client

Note

Gender-aware labels are used automatically. For example, a parent relationship displays as “Mother” or “Father” based on the contact's gender. Set gender on manual contacts for the most accurate labels.

Inferred relationships

Cardmunk automatically infers extended family connections from parent relationships:

  • Two contacts sharing a parent → Sibling
  • Parent of a parent → Grandparent
  • Sibling of a parent → Uncle / Aunt
  • Child of an uncle or aunt → Cousin
  • Spouse of a parent's child → In-law

Employment history

Track where contacts work (or have worked). Each employment record includes a company name, optional role, and date range.

1

Open a contact and go to the Network tab

The Network tab shows employment history and relationships.
2

Add an employment record

Enter the company name, optional role/title, and start/end dates. Leave the end date blank for current positions.

Tip

Contacts with overlapping employment at the same company are automatically inferred as colleagues. Add employment records to build your professional network map.