The thing with Access is you can't take it with you on a mobile device (I think... well, looks like there is one on iOS, but it gets very poor ratings). However, I'd just like to give a shout out for an app which has been very-much under-rated. When I was looking previously, it was the only properly relational database app out there - HanDBase Database Manager from DDH Software. They support just about every platform out there - I used to use it on a Psion organiser and have been using it for years on my iPhone and iPad.
Having said that - I've just discovered that the latest version of Tap Forms, which looks like it would be slicker, but only has iOS and Mac versions (though it can import and export). I see that their website has some blog posts about building a CRM database, in fact - which would be very relevant to you. That's another option to consider, then. One more - I wonder how good Microsoft Lists will be for that, when it arrives. On Wednesday, 9 September 2020 11:32:49 UTC+1, Joseph Bowen 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] <javascript:>> 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] <javascript:> < >> [email protected] <javascript:>> *On Behalf Of * >> [email protected] >> *Sent:* Saturday, September 5, 2020 06:43 >> *To:* MyLifeOrganized <[email protected] <javascript:>> >> *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] <javascript:>. >> 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] <javascript:>. >> >> >> 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. 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