Michael, Great suggestions! I am an Access expert, but really didn’t want to take the time to build a custom DB. The template idea and reminders are awesome. If I can’t avoid Access for some of my needs, perhaps I’ll have to bite the bullet and build a DB.
This group has been so useful to me. I can’t wait to read the next suggestion. Thanks for your response! Joe On Tue, Sep 8, 2020 at 19:51 westpointusma via MyLifeOrganized < [email protected]> wrote: > 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]. > 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 a topic in the > Google Groups "MyLifeOrganized" group. > > > To unsubscribe from this topic, visit > https://groups.google.com/d/topic/mylifeorganized/J4dya9LLHKc/unsubscribe. > > > To unsubscribe from this group and all its topics, 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 > <https://groups.google.com/d/msgid/mylifeorganized/000001d6863a%24f7444540%24e5cccfc0%24%40yahoo.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/CAEvDJDNk_DsXrAtEbbrRGFeN8sbrR8qV_J%2BnypMdRp0R7UqNkw%40mail.gmail.com.
