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Syntheo keeps people and organizations next to your meeting notes. You enter all contacts yourself and they are stored locally: no address book or external CRM is connected. Open the Contacts view from Settings, or from the palette : The left column lists your own card first, then pinned contacts, then organizations and other people. Filter it with “Search contacts…”. The “Sort options” button sorts the list from A to Z, from Z to A, from oldest to newest or the reverse.

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Add contacts

  • From a meeting: at the Prepare stage, type a name in the card’s “Participants” field (or in the ••• menu › “Meeting info”). Choose an existing person or create a new one.
  • From the transcript: when you assign a speaker, choose “Create new speaker”.
  • From the Contacts view: click “Add” (+), type a name in “Add person”, then press .

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Complete a card

Open a contact to edit their name, job title, company, emails, phone, LinkedIn profile and free notes. You can also change their photo. The card’s ••• menu (“Contact options”) offers “Pin” to the top of the list (or “Unpin”) and “Delete”. In the list, the pin to the right of a contact does the same. Your own card is read-only in this view. A contact can have several email addresses: choose “Add email” below the Email field. The first address remains the main address. Link a person to an organization with “Add organization”. An organization’s card lists its members, under “People”. A contact’s card shows their “Related Notes”, that is, the meetings they took part in, sortable from newest to oldest. The “Search…” field filters the list by title. If a language model is set up, the “Summary” section presents 3 to 5 useful facts about this person, drawn from their recent meetings. This summary is generated by your language model server and updates when new meetings arrive. If it fails, use “Try again”.

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Merge duplicates

When two contacts share the same name or the same email address, the card shows the “Duplicate contact found” banner. Click “Merge” to combine them: the related notes and the information are gathered on a single contact, and the duplicate’s email addresses are kept as additional addresses. Try it below, on Malik Benali’s card: merge his duplicate (2), then watch his additional address appear under “Email” and his related notes fill in. The markers also point to the list with sorting and “Add” (1), the card fields (3) and the “Summary” (4). Click “Acme” in the list to open an organization’s card.