Well, MLO isn't a dedicated CMS, so it won't do anything like automatically logging your calls, but you could do something with it if your needs are relatively simple.
I have my personal and work tasks and projects all in the same file, because that gives me more flexibility for filtering and zooming, plus I won't miss a notification just because the relevant file happens to be closed. I then manage everything via different branches in my outline. First level in my outline is "area of life" (Personal, Home/family/friends, work and community). Under the "Work" branch, the next level is my roled (electrical engineer, safety engineer, line manager...). I also have an "Admin" folder, under which I keep some text information like contacts for different topics, my development notes, etc. Next level is the client organisation name. After this comes all the projects for that name, with sub-projects and tasks as necessary. I record the names of contacts in the notes for each project. I make a date-stamped note of any conversation, call, or email relevant to a particalar task. Where informatoin is online or on a server, I save a link to it <surrounded by angled brackets, so that spaces don't break the link> Note that you can't have attachments in an MLO file. The best you can do is to save the item somewhere and then copy a link to it into the relevant MLO folder, project or task note. I hope that helps you think of a structure which suits your needs. All the best, Stéphane On Saturday, 5 September 2020 14:14:34 UTC+1, [email protected] wrote: > > > Hi, I've been using MLO for years to manage my personal life. I still > feel I'm a novice at it and now I want to use it to manage my customer > relationships. Any advice on how I can do that? Here's what I need: > > - Customer info (address, contacts, etc.) > - List of tasks/projects > - Place for logging work completed that can include attachment > > It's pretty basic, but I'm hoping to use MLO to record the work I've done > for each customer and keep track of the commitments I've made to them so I > can follow-up in a timely manner. I feel that this is possible with MLO. > I just need some advice on how to break it down so it doesn't intermingle > with my personal tasks/projects. > > Maybe a new MLO file with each customer setup as a "project" and I'll > create sub-projects for the work I'm doing for each? > > Thanks for any thoughts you have :) > > Joe > -- You received this message because you are subscribed to the Google Groups "MyLifeOrganized" group. To unsubscribe from this group and stop receiving emails from it, send an email to [email protected]. To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/16d0177b-871c-46f7-86c3-fcfab4874184o%40googlegroups.com.
