Two devices, one tag. Merging duplicates without a server
Why devices that work offline create duplicate records, why CloudKit can't prevent them, and the rules Local CRM uses to merge tags, contacts and timeline entries after syncing.
Research
Problems people run into with contacts and relationships, what we found, and what Local CRM does about them. Most notes have something you can try right on the page.
6 notes
Turning Shopify app installs into client relationships
What the Shopify Partner API tells an app developer about the shops that install, and how Local CRM turns those events into clients, timelines and follow-ups.
When does a relationship go quiet? Making silence visible
Why silence is the hardest thing to notice in an address book, the thresholds Local CRM uses to surface it, and why logging has to take one tap.
Why “jose” should find José, and where that stops working
How a contact search can ignore accents, case, phone formatting and alphabets, how Local CRM does it, and the names no rule can guess.
A free plan that never holds your data hostage
How Local CRM's limits work. One check decides only whether you can add something, a quiet hint comes first, and nothing is locked when Pro ends.
What a delete confirmation should say
Why “Are you sure?” trains people to click through, and the three things Local CRM's delete confirmations say instead.