An alternative relational database is Notion. It does not include forms like Access, but has other advantages. It is easy to link to a Notion page from an MLO task, and the reverse should be true according to the MLO manual, though for me the Copy as URL option in MLO had not always worked from the Chrome address bar.
Hope this helps Laurence On Wednesday, 9 September 2020 at 11:32:49 UTC+1 [email protected] wrote: > 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/9879d688-fdcf-4a61-a093-251d07e32304n%40googlegroups.com.
