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How to make form in Evernote - phone call taking notes


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#1 Zack

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Posted 06 July 2013 - 10:12 PM

Hi everybody,

 

I am salesman sitting by the phone about 10 hours every day. Except e-mail, phone calls are second or maybe first most important activity I do for living. Simply people or companies call and either ask something, get some info or order over the phone. Making some notes represents direct support to actual sales activities. 

 

I have notebook at my desk, simple school stuff with vertical red line on the left. Every day I make note of date and when somebody calls in or I call out I note time of call and on the right side of red line I try to capture some useful info, like phone number, names, organization, topic, e-mail and technical details or requirements. Nothing fancy but useful.

 

So here we come to my question. Obviously, there is no much automation is possible here, I can use headset that will free my hands for note taking / typing and that is about it. So to make life easier I decided that Evernote is way to go. I created notebook called Phone Calls and I create record every time somebody calls.

 

It would very much help if I could create an Evernote form or template so every note has uniform look. It should have quick check off fields and data expected. I found some advices how to make templates in Evernote but I never succeeded making one. 

 

Any suggestions there?


Zack

#2 Metrodon

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Posted 07 July 2013 - 12:10 PM

Take a look at https://kustomnote.com



#3 Zack

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Posted 07 July 2013 - 02:17 PM

I am looking. It looks like yet another note taking program. I would like to stick to Evernote. Works for me across different devices.

 

P.S. just read some articles and watched tutorial. Yes, it is more flexible than Evernote to create custom templates, however it is completely WEB based and I don't like that. Somebody else is in possession and control of my notes. I am in this for very long run and don't like purely WEB solution. 

Thank you for suggestion though!


Zack

#4 BurgersNFries

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Posted 07 July 2013 - 03:29 PM

I am looking. It looks like yet another note taking program. I would like to stick to Evernote. Works for me across different devices.
 
P.S. just read some articles and watched tutorial. Yes, it is more flexible than Evernote to create custom templates, however it is completely WEB based and I don't like that. Somebody else is in possession and control of my notes. I am in this for very long run and don't like purely WEB solution. 
Thank you for suggestion though!


kustomnote is just a web based app that feeds your EN database.
I'm not affiliated with Evernote. Evernote is an integral part of my life.

Submit support requests toward the bottom of the help/support page here. If you do not receive an auto reply email with a case #, it did NOT get submitted. Premium users will receive a reply within one business day, California time. Free users receive a reply as time permits.

#5 GrumpyMonkey

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Posted 07 July 2013 - 03:37 PM

If you'd like, you can create your own template, put it into your account, tag it "template" or put it into a "template" notebook, make a hundred copies of it, and every time you have a phone call, just change the tag / notebook of the note and you are done.

Here are some of my templates (not for phone-calls, but you can change them as you would like).
http://www.princeton...o/template.html

And, here are some that one of our other forum members has gathered into a shared notebook (some of the templates are taken from kustomnote).
https://www.evernote...db-515436150fe2

#6 Zack

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Posted 07 July 2013 - 04:45 PM

GrumpyMonkey thank you for suggestions. In your templates I didn't find what I was looking for. I checked shared notebook and closest one was Leave the Message thing. There is even contest for best template.

 

However there is no crucial instructions, how to create template in the first place? I could make it myself but don't know how? It will not be graphical marvel but it will be very functional. Somebody else could improve it. So we go back to basics, how to create template and how that set it in Evernote so it becomes part of it, or at least instantly available when needed?


Zack

#7 GrumpyMonkey

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Posted 07 July 2013 - 06:09 PM

GrumpyMonkey thank you for suggestions. In your templates I didn't find what I was looking for. I checked shared notebook and closest one was Leave the Message thing. There is even contest for best template.
 
However there is no crucial instructions, how to create template in the first place? I could make it myself but don't know how? It will not be graphical marvel but it will be very functional. Somebody else could improve it. So we go back to basics, how to create template and how that set it in Evernote so it becomes part of it, or at least instantly available when needed?


I think you'll have to become familiar with KustomNote or .enml/.xhtml if you want to get into the nitty gritty of creating things.

As for customizing them and having them available at any time, they ought to work fine. My templates are completely editable. Just change the titles and content to your heart's content. The same thing goes for all of the other templates in Daniel's shared notebook. Right click on a template to copy it. Select several of these copies at a time and you can copy ten, twenty, or thirty of them. I think it should only take a few seconds to go from viewing the template in our shared notebooks to having a few hundred of your own on hand ready to go, instantly available when needed.

Does this work for you? If not, what were you hoping to see?

#8 Metrodon

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Posted 07 July 2013 - 09:51 PM

You can download templates from Kustomnote and then duplicate them in your account. Once you've found the template you like you need never go to the website again.

 

I suggest you read a little deeper.



#9 jbenson2

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Posted 08 July 2013 - 01:08 AM

There are two different ways I would address this.

 

1.) At the end of the day, I would rip out the day's handwritten phone logs and scan them into Evernote. I would make sure each phone call is on an individual page so that I would have separate notes for every call. The title of each note would contain critical information about the call - date, person, and key discussion point (for accurate searching)

Or a more complicated, but much more powerful method

2.) Create an empty phone template in Evernote. How?

Just type it into an empty note.  Or copy an existing one.

Check out the 3rd template mentioned here - it could be modified for inbound calls:
https://www.evernote...d8-bdc50115bc18

Drag the template note to the Favorite Bar for an instant-access icon.

Get a call? click template instant-access icon, copy it (right click), then add conversation details to the copied note. If the office is filled with steady inbound calls, I might create a half-dozen of these empty templates in advance.

Here is some additional advice on phone templates.
http://www.jamierubi...k-for-evernote/
 

 

edit: I would also use Windows auto-date feature liberally throughout the day on each call Ctrl + ;



#10 Zack

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Posted 09 July 2013 - 01:01 PM

I am working with Mac, probably doesn't matter.

So I created layout I like and want to save it somehow. Here is what I have:

 

[] Inbound call         [] Outbound call     [] Message left

- - - - - - - - - - - -  - - - - - - - - - -  - - - - - - -  - - - - - - - - 

NAME      Joe
- - - - - - - - - - - -                                                                                                                
COMPANY    Test company
- - - - - - - - - - - -
TEL. NUMBER 123-456-9870 E-MAIL sales@almexltd.com
- - - - - - - - - - - -
Notes: just testing how it works

 

 

Anyway, I don't see way how can I drag anything to drop into Favorite bar. Only thing that works is copy note, hold it in memory and when somebody calls click New Note button, and then click into body of new note and paste it there. That sounds like a lot of manual manipulation and is clumsy. If I copy and paste something else in some other software note will be lost.


Zack

#11 GrumpyMonkey

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Posted 09 July 2013 - 01:08 PM

I am working with Mac, probably doesn't matter.
So I created layout I like and want to save it somehow. Here is what I have:
 
[] Inbound call         [] Outbound call     [] Message left
- - - - - - - - - - - -  - - - - - - - - - -  - - - - - - -  - - - - - - - - 
NAME      Joe
- - - - - - - - - - - -                                                                                                                
COMPANY    Test company
- - - - - - - - - - - -
TEL. NUMBER 123-456-9870 E-MAIL sales@almexltd.com
- - - - - - - - - - - -
Notes: just testing how it works
 
 
Anyway, I don't see way how can I drag anything to drop into Favorite bar. Only thing that works is copy note, hold it in memory and when somebody calls click New Note button, and then click into body of new note and paste it there. That sounds like a lot of manual manipulation and is clumsy. If I copy and paste something else in some other software note will be lost.


Did you follow my instructions? Here is an alternative method. Copy 100 of these (select a bunch and copy 10 or 20 at a time). Call them "template." You can put a saved search for "intitle:template" into your shortcuts. Every time you tap the shortcut, it will bring up your templates. Start writing in one, and change the notebook / tag / title (depending on how you have your account set up) when you are done. It isn't a "template feature" to be sure, but it isn't much work (in my experience).

#12 Zack

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Posted 09 July 2013 - 01:19 PM

I actually give up. I can't do simplest things suggested here, like drag note to the shortcuts. I can't lose hours of my time fighting with what can't be done.

Search for better note taking program is back on ....


Zack

#13 anjoschu

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Posted 09 July 2013 - 03:39 PM

Zack, I'm sorry to hear it.

 

In your last answer, it seems like you can't see the wood for the trees anymore because of being overwhelmed by technical stuff. I think that's because the answers also suggested (but didn't describe step per step) particular solution approaches. This can be a bit overwhelming, particularly for an Evernote user who doesn't use its advanced features (like saved searches) regularly.

 

But the suggestion as such is pretty simple. Basically, it is the following:

 

"Evernote doesn't support templates. But you can prepare some notes with the structure you need. When a call comes in, you simply edit (fill in) one of these notes."

 

The rest (titling/copying/shortcuts) is just the technical details/fleshing out, and they are pretty much optional.

 

I think the simplest solution (without advanced stuff like shortcuts or such) would be the following:

 

1) Create an Evernote notebook titled "Call Templates" (or so)

2) In this notebook, create a note, e.g. titled "CallTemplate".

3) In the note, paste the form you posted earlier ("[] Inbound call ... NAME ... ")

4) Select the note in the note list and duplicate it (depending on your computer Ctrl-C followed by Ctrl-V, for Mac probably Apple-C followed by Apple-V)

5) Press Ctrl-V again a couple dozen times to make a lot of copies of the note (so you never run out).

 

So from now on, when you have a call, you open the first note in the "Call Templates" notebook and start filling it in as the call takes place.

 

When you're done, give the note a meaningful name and move it to its "proper" notebook where you want to keep it for further reference.

 

When you start running out of "template" notes in the "Call Templates" notebook, make some more copies (Ctrl-C, Ctrl-V).

 

I hope this helps clearing things up a bit.

 

---------

 

Everything beneath this line is optional and purely for the purpose of giving you some options to streamline your process a bit. You need not even read this! :-)

 

You can chose to keep the "templates" in your "proper" notebook with the other call logs. Then, you can use so-called "saved searches" (or "search query shortcuts") to get to the templates quickly. For example, if all your templates have "CallTemplate" in the title, you can search for "intitle:CallTemplate" and save this search query to your shortcut bar. As an additional bonus, when you fill in your templates and change the title, your filled logs won't clutter up this list (because they don't have "CallTemplate" in the title anymore).

 

Other ways to quickly find or filter the templates are tags (but there you would have to explicitly remove a tag -- which means work [ok, just 2 seconds, but hey, it counts]).



#14 Zack

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Posted 09 July 2013 - 06:34 PM

Hi I did everything you listed. Making copies just by doing Command-V didn't work, had to create note by note and always paste form structure into the note but it worked as a concept.

I used it several times. It is kind of clumsy. Have to rename every note and manually transfer it into the right Notebook, but it is better than before.


Zack

#15 cwb

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Posted 09 July 2013 - 07:32 PM

It seems a little ironic that EverNote 1/2/3 for Windows, pre 2008 had the notion of Templates and Forms for such things as phone records.

 

I can still be had on the iphone/ipad side with apps like EverLog.

Create a form template with checkboxes and all manner of fields.  And just tap the template, have it collect data, give it consistent structure, and auto-title notes and tags in Evernote.


User #42,902 - imagine a world where Evernote has JQuery support.  Oh the possibilities...

#16 cwb

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Posted 09 July 2013 - 07:36 PM

Zack, instead of ctrl-v, would it work for you to try right-clicking on the template note and selecting from the pop-up menu "Copy Note" and choosing either the current, or another notebook (I keep my templates in a Notebook titled Templates, and copy then into a Working/Inbox notebook).

 

You'll have then duplicated the existing template note.


User #42,902 - imagine a world where Evernote has JQuery support.  Oh the possibilities...

#17 Zack

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Posted 09 July 2013 - 08:15 PM

It seems a little ironic that EverNote 1/2/3 for Windows, pre 2008 had the notion of Templates and Forms for such things as phone records.

 

I can still be had on the iphone/ipad side with apps like EverLog.

Create a form template with checkboxes and all manner of fields.  And just tap the template, have it collect data, give it consistent structure, and auto-title notes and tags in Evernote.

Tried right click, COPY didn't do anything useful. I saw your phone records template. Actual template is not problem but saving it and handling it later.

I will check software you suggested.


Zack

#18 Zack

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Posted 09 July 2013 - 09:28 PM

Hi there, thanks for video. It's amazing you did that. What I see on Mac is completely different. I have screenshot that I don't know how to post here? When I click small picture icon it asks for URL (?). 

Anyway, I am following advices and will try to use it as storage of same templates in auxiliary phone book and then transfer into Phonecalls Notebook.


Zack

#19 cwb

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Posted 09 July 2013 - 11:04 PM

Sure.  I'll post the same when I get back home to my mac's.

 

As for your screenshot question, that can be a little hacky.

Since most of my screenshots are captured into Evernote, I click in the note to share it.  The share menu lets you copy the link to the clipboard.

Then I open that in a web browser.

Then I right click the image to copy the image URL to the clipboard.

 

Now when you post here, you can use that URL to insert the image into your post.


User #42,902 - imagine a world where Evernote has JQuery support.  Oh the possibilities...

#20 Zack

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Posted 10 July 2013 - 12:46 AM

OK, I think I got that. So here is a link to see it: https://www.evernote...5dfadcf33093583

 

... yeah it works, just tried it myself. 


Zack




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