Thanks Steph! I'll look into those options as well. Joe
On Fri, Sep 11, 2020 at 6:42 PM Stéph <[email protected]> wrote: > 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]> 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/d822f447-34ed-41a1-8772-b913f919154fo%40googlegroups.com > <https://groups.google.com/d/msgid/mylifeorganized/d822f447-34ed-41a1-8772-b913f919154fo%40googlegroups.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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