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Un-Marketing
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| Nov 19, 2005 8:59 am |
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re: re: how do you manage your database with your client info |
Linda Bohrnerud
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Hi,
I use DayTimer Organizer. I don't think it is available anymore. It has my address book, my calendar, to do list, etc., etc.
All of my entries have categories, so I can filter on friends, or family, or tax clients, or QuickBooks clients, or whatever. One of the things I like about it is that I can link every entry having to do with a specific person to that person's address book entry.
As with RedBox, I can link external files. It links to Palm devices and can export CSV (I don't remember if it does tab delimeted, but I think so), as well as import CSV. I can also do mail merge and invoke any mapi compliant email program.
I think one of my favourite things is having it dial the phone for me. Then I tell it to log the call and it opens a window that allows me to write notes about the phone call.
Unfortunately, one of these days I will have to get something newer, because it was written to run under Win95.Private Reply to Linda Bohrnerud (new win) |
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