Adding contacts

There are several ways to add people to Rolo:

• Manual add: Click the + button or "Add contact" on the People page. Fill in the name, company, role, email, and any other details you know. You can always add more later.

• Natural language note: Type a note like "just met Sarah Kim, she's a partner at Andreessen Horowitz, focuses on consumer" and Rolo will extract Sarah's details and create her profile automatically. This is the fastest way to capture someone right after meeting them.

• Import: Bring in contacts from Google Contacts, your phone, LinkedIn, Instagram, CSV files, or the Chrome extension. See the Importing contacts guide for step-by-step instructions.

• Calendar attendees: When you sync Google Calendar, Rolo offers to create profiles for attendees it doesn't recognise yet. These come pre-filled with name and email from the calendar invite.

The contact profile

Click any contact to open their profile. It's split into two tabs:

The profile header shows the contact's avatar, rarity badge, Relationship Depth Score, and any tags. The web enrichment badge appears when Rolo has found publicly available context about this person — click it to review the suggestions before applying them.

Views — grid, list, and table

The People page offers three display modes, switchable from the toolbar:

• Grid view: Cards in a responsive grid. Each card shows the avatar, name, company, rarity badge, and a quick-action button. Best for browsing.

• List view: A denser row-based layout with configurable columns. Toggle which properties appear using the display settings picker.

• Table view: A spreadsheet-style layout with sortable columns. You can pick which columns appear and in what order — great for bulk review or data hygiene.

Filtering and sorting

Use the filter dropdown in the People toolbar to narrow by rarity, company, tags, relationship type, interaction recency, RDS score range, and more. Active filters appear as chips below the toolbar — click any chip to remove it.

Sort by name, RDS score, most recent interaction, date added, or company. Your sort preference is remembered between sessions.

Bulk operations

Select multiple contacts by clicking the checkbox on their cards. Once two or more are selected, the bulk action toolbar appears with the following options:

• Assign rarity — set a tier for all selected contacts at once

• Add to group — put all selected contacts in one or more groups

• Merge — combine duplicate profiles with a guided merge modal

• Delete — permanently remove the selected contacts after confirmation

Groups

Groups let you organise contacts into named collections — "YC Batch W24", "Investors I'm tracking", "NYC friends", or whatever makes sense for you. Unlike tags, groups are meant for structural organisation rather than metadata labelling.

Navigate to People → Groupsto create or manage groups. Add contacts to a group from a contact's profile, from the bulk action toolbar, or directly in the group's view.

Custom fields

Rolo ships with standard fields (name, company, role, email, phone, etc.) but every relationship context is different. Custom fields let you track whatever matters to you — fund size, portfolio companies, date of last gift, preferred communication style, anything.

Go to Settings → Custom fieldsto create new fields. You can set a field type (text, number, date, select, URL), label, and whether it's shown by default on profiles or hidden unless expanded. Once created, custom fields appear on every contact profile.

Merging duplicates

When Rolo detects that two contact profiles likely represent the same person — based on name similarity, shared email, or overlapping signals — it flags them in the Resolution page and shows an entity resolution banner on the affected profiles.

To merge: open either profile and click Mergein the header, or select both contacts in bulk and use the Merge action. The merge modal shows a side-by-side comparison of every field. You choose which value to keep for each field. The merge is not committed until you confirm — and it's permanent, so take a moment to review before clicking through.