SPAW 0 Posted July 10, 2021 Share Posted July 10, 2021 I am not highly computer knowledgeable. I would like to be able to create a pet report card to send to my clients after each appointment and save that report card in each client's EN note. I could do this with an EN template but it would not have an upscale, attractive appearance. Therefore, I am hoping someone can point me in the direction of a solution that allows me to create and attractive, reusable and editable form that can easily be texted to clients and saved into EN. Ideally, I would be able to open a client note and hit the "add" button to access this form but I really don't know what possibilities are available and a web search is not enlightening. All you brainiacs got some ideas? Link to comment
Level 5* gazumped 12,085 Posted July 12, 2021 Level 5* Share Posted July 12, 2021 Hi. Setting up something even semi-automated would require quite a bit of input from you. Various apps will connect Evernote with other services and vice-versa, so that it's possible to generate a note as a record of a diary entry or a 'to-do' item, or to start a note in Evernote that will prompt a diary entry or an email to another service. In no particular order, some of these apps are: Actiondesk / API Fuse / Automate.io / Chronify / CloudHQ / Elastic.io / Filterize / Huginn / IFTTT / Integromat / LeadsBridge / Microsoft Flow / Piesync / Workato / Zapier ... but to get something up and running quickly you might do better to create your ideal form in a word processor and save it as a PDF file, which you can then edit to include your specific comments on a visit. If you save a 'template' document for each client you can avoid typing the same individual details. Good luck! 1 Link to comment
Level 5 PinkElephant 8,863 Posted July 12, 2021 Level 5 Share Posted July 12, 2021 This sounds more like a small database can do for you - add a template design and some client information to build a nice form for yourself. You could try to do it with EN, like creating a note for each client and duplicate it for each new entry. But you stay bound to the limitations on data handling and layout. I have heard Notion would be pretty good at this database to note business, but I don’t use it, so this is theoretical. Link to comment
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