prbutton 0 Posted September 5, 2008 Share Posted September 5, 2008 I have been using Salesforce.com for CRM for some years. I work independently with nobody sharing my salesforce.com database. Salesforce is therefore far more sophisticated than I need.I searched "Evernote CRM" and came up with the following link: http://twurl.nl/o3meixDoes anybody have any suggestions about how best to set up EN for lightweight personal CRM? For instance, how best to set up a hierarchy of tags/sub tags?Objectives:- Ability to capture contact/project related notes wherever, whenever- Need to be able to tag quickly and consistently even when there are some hundreds of contacts- Need to view all notes related to contact/project quickly and easily, probably chronologically- Notes should ideally relate to contact details held in a separate database, e.g. OutlookI will be grateful for suggestions.ThanksPeter Button Link to comment
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