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About BamaBillyP

  1. That's actually a great idea..I wonder if you can have the columns sort by data similar to Excel... I'm curious, have you been using a single note to quickly scroll threw notes (and inherit searching of the body text) vs. individual notes? I just don't want to manually open and close note after note to review all activity. I know I can merge but...
  2. It's just getting over the issue of having to open multiple individual notes for a specific tag, subject, customer, etc...Instead, I'm just creating a single note and using Evernote's inherit search feature that can search the body of the text. That way I just have one note and can quickly scroll to review any history.
  3. I manage many individual accounts and each week, we have at least 2-3 internal meetings to discuss them. I use to create individual notes for every meeting and use tags, but the problem was, while the search and tags were great, I still had to close and open, close and open, many individual notes to get the history. Now, I'm experimenting with creating a single note and just using inherit tags in the text of the note like "_campaign". This way, I just have one single note I can scroll to see the entire history. Has anyone else used this method or have feedback?
  4. Just soft. Like a single PDF that collapes has my W2 (pdf), pictures of receipts, etc...If I merge all of them, then print, it does NOT print the embeded .pdfs into that output.
  5. Thanks. I actually experimented with the HTML version, but sort of hard when they want you to upload files to their own secure servers. I have the ability to print to a PDF. There were some issues though, including the quality. The end goal would be to have it all with one .PDF. I have 50+ individual notes from the year, again some pictures, some the notes already PDFs, etc...I just one to have them all merged into. Since some of the notes may actually not have attachments, maybe its an email confirmation of something I can deduct, the "Save Attachments" feature won't work.
  6. I keep all my tax related documents in one folder with "tax" tags but am having an issue trying to get them easily to my accountant. These notes can vary from a .pdf, .jpg picture and plain text. The issues is really around those that have pictures, like a picture of a receipt I took. There are also issues if the note was directly emailed. When I export, it downloads each embedded picture from that email. I have tried MANY options. The best I got was the mass "Save Attachments" but that's really only great for .pdfs. Several of my notes are images. And even though the note is titleled and tagged, if I "Save Attachment" it only saves the image file name which generally is not specific. Ideally, I wanted to select all those notes -> Export into a consolidated .pdf. I also found really bad image quality when printing to .pdf. Sometimes, if its a picture, it doesn't scale the image and you only get a fraction of the image.
  7. I have many customers and have created individual Notebooks for them. My question is, what's the best way to keeping ongoing meetings for that customer? I'm interested in peoples thoughts of either 1) Keeping one long running note, with time stamps to separate each meeting OR; 2) Individual notes for each meeting (trade-off is I would have to open each note individually to review all my notes, but I can use tags)
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