So i'm about to take the plunge and attempt to do away with my trusty Pen & Paper daybook method. (I'm in Sales)
In a nutshell i'll be using my iPad, a freehand app (Noteshelf) to take handwritten notes which are then exported to EN to archive the notes when all actions are completed from the encounter.
I guess i'm posting it on the forum to see if anyone in a similar position has already taken this step and can perhaps point out any pitfalls to watch out for, or suggest tips which may assist with the transition.
At present I have all my customer data within a single notebook and use tagging on a customer level to separate it.
Also looking for some general pointers on:
Thanks in advance - feel feel to let me know if i've left out any info that you'd need to make an informed judgement.
- Best way to Title notes in order to allow strong search capabilities (at this point all I have in mind is 'Customer A 20120606') - I think I will have to edit the note created date when I upload from Noteshelf on a day after the actual customer call?
- A search action that will bring up all notes in a certain notebook over a certain period (Search for notes in Notebook X for past 7 days) - for reporting purposes and not restricted to specific customer
- Any other search actions that may be useful tools with this archiving method
Hi. Sounds like you have a good plan in place.
Personally, I prefer GoodNotes to notability. In your case, you might want to consider a PDF background form. If, for example, you have ten clients, you could save these as ten different templates with their names and other relevant data already entered. Obviously, this will save you time when writing, but it will also enable Evermore's OCR to accurately read this key content and index it for searching. As I understand it, you'll get better results from Evernote OCR if you save it as an image rather than a PDF. I don't do that, though, so hopefully others can offer advice on file formats.
NoteTakerHD and other programs offer a lot of automatic titling options for exported files, so that might also speed things up. The only other thing I would suggest is to practice ahead of time and become familiar with the zoom box. It will never be as nice as writing on paper, but with practice, you can get pretty far, and the convenience will more than make up for having to basically write with a digital crayon. I stopped taking handwritten notes about 8 months ago, and it has been great!
I've got a review of apps herehttp://www.princeton...andwriting.html
I'll eventually get around to updating it and putting GoodNotes at the top.