Hello SOTGC community,
If your business involves working with customers, clients, vendors, partners, etc., and you’d like a new way to manage their information, try Evernote for both organization and to write yourself memos, checklists, and reminders.
I like to use Evernote to keep my client information organized, for example, including notes, documents, and emails – one of the most useful features of Evernote is the way that you can keep related items in one place. You can create a notebook for each client/vendor/partner and use those notebooks to organize information. (If you have lots of customers, etc., you may want to create notebooks by type or date instead.)
You can also keep email correspondence organized by storing emails along with notes and documents. You can then use the handy-dandy Evernote tagging and search to find those emails when you need them. You can delete them from your email so that they don’t continue to clutter up your Inbox, especially for those emails that you’ve already responded to but you want to keep for later reference.
When you sign up for an Evernote account, you get a unique email address (something like username.XXX@m.evernote.com). You can find your Evernote email address in your account settings.
There are three ways to get those emails into Evernote.
- Outlook: When you install the Evernote client, it will also install an Outlook plug-in. You just select the email, click on “Add to Evernote,” and add a title, tags, and notebook to save it to.
- Real-time Copy: Add your Evernote address to the “CC:” or “BCC:” in your email correspondence. The advantage to this is that all emails in the thread will go into Evernote as well (if “Reply All” is used). Emails will go to your default notebook and you can go into Evernote later and move them into any of your notebooks.
- Forward your emails to your Evernote address. The advantage to this is that from your email reader, you can target which notebook to save to and also add tags – add the notebook name to the subject line like this: “<Subject> @<notebook name.”
Evernote has a “tagging” feature for another level of organization and to help with search. Let’s say, for example, you like to tag your notes about certain vendors according to the type of product that they supply for your business. You can add those tags to the subject line as well by preceding them with “#” (Tags must already exist in Evernote. You can’t create new tags this way).
Example: Say I want to forward an email to Evernote from a vendor who supplies my brochures. I might change the subject line to: “For Business Expo @vendors #marketing #brochures.” The email will be stored in my “vendors” notebook with the tags “marketing” and “brochures.” (Be sure to have the notebook name first, followed by the tags.)
While you’re in email, why not just write your Evernote notes as well? Compose a new email, give it a subject (title), target a specific notebook if you wish, and email it to Evernote!
So, sounds cool, huh? You can have all of your client information – notes, files, and emails as well in one place!
Did you find this post useful? The way that we work with information is changing, and you can help spread the word by sharing with your social media. Do you have questions? Share them by commenting below or contact Patricia at firstname.lastname@example.org for a complimentary consultation.