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 mylifeorganized+unsubscr...@googlegroups.com. To view this discussion on the web visit https://groups.google.com/d/msgid/mylifeorganized/cb0ce6cb-084c-4021-8311-536e3209bc02n%40googlegroups.com.
