You’re right, you CAN do this using the Update feature. You’ve simply got to reply to any lookup you do via email for the contact, then make a note of the entry #, then reply with “update” and the updated information. This is from the Sandy help guide, below:

“To ask me to update something, reply to any email I send you containing numbered items with:

update [#number of the item you want me to update] [text, date, time, and/or tag you want me to update]”

An example using my sample in the blog post. Let’s say we discover that Al’s email has changed. Here’s what we’d do:

update #1 Al Michaels al.michaels@mcgillicuty.com

You could also update the address, tags, add notes to the account, etc. I’m looking into the .vcf note you left.

We’re getting there. We’re getting there.

Remember Al Michaels
* amichaels@mcgillicuty.com
* (503) 123-4567
* address: 1234 Main St., Beaverton, OR 97007
* company: McGillicuty IT
* title: President & CEO

I’ll have to try this but it seems you could use the update command to change records then. Only problem - you won’t get a .vcf file when you do a lookup but a text file. Will have to try it.

But one other unrelated feature I didn’t mention is the more ambitious use of tags. You could use tags to indicate steps in the sales cycle, adding and editing them as you go, then viewing only those accounts in your email using the “lookup” feature I outlined.

Examples: @stage1 or @needsanalysis or @finalpresentation.