I’ll take a look at that, too. Thanks! On Wed, Sep 9, 2020 at 09:50 Laurence Glazier <[email protected]> wrote:
> 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 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/9879d688-fdcf-4a61-a093-251d07e32304n%40googlegroups.com > <https://groups.google.com/d/msgid/mylifeorganized/9879d688-fdcf-4a61-a093-251d07e32304n%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/CAEvDJDNF5-SSnJYVZ94UM7WLQ3zh2fujss_61NnPNgy9OGNA%3Dg%40mail.gmail.com.
