Hello.
I used MLO for years (before shutting down my business do to COVID and fewer customers) for customer followup. Briefly, here’s what I did: 1. I had a TEMPLATE for new customers. The template was a project, and the sub-tasks were material I wanted to send the customer, one per month. 12 things in all, spanning a year. When I had a new customer or prospect, I copied the TEMPLATE, un-hid it, and changed TEMPLATE to the name of the customer. 2. I also had a recurring task for each customer which simply told me to call that customer. For data, though, I used MS Access. Specifically, a custom form where I could check off the customer’s interests, sub-forms with conversations, etc. MLO’s memo-section would have sufficed for keeping track of small quick things, and probably done a good job at it, but I felt I wanted to greater horsepower of Access, in conjunction with the ease of pulling up who I need to contact today, in MLO. Take Care, Michael Emerald, CFA Performance Business Design Owner, Business Strategy Consultant Performance Business Design: NEW: http://www.PerformanceBusinessDesign.com/consultants OLD: http://www.PerformanceBusinessDesign.com <http://www.performancebusinessdesign.com/> Massachusetts Plein Air Artists Group: http://www.meetup.com/painter-84/ Facebook: https://www.facebook.com/michael.emerald From: [email protected] <[email protected]> On Behalf Of [email protected] Sent: Saturday, September 5, 2020 06:43 To: MyLifeOrganized <[email protected]> Subject: [MLO] Managing Customer Relationships With MLO - Is It Possible? 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] <mailto:[email protected]> . To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/cb0ce6cb-084c-4021-8311-536e3209bc02n%40googlegroups.com <https://groups.google.com/d/msgid/mylifeorganized/cb0ce6cb-084c-4021-8311-536e3209bc02n%40googlegroups.com?utm_medium=email&utm_source=footer> . -- 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/000001d6863a%24f7444540%24e5cccfc0%24%40yahoo.com.
