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funfunfun1

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  1. Ropela, Thanks for the reply. I guess I misunderstood. I thought there was a way for me to use evernote as a CRM. I run a small business with just a dozen or so clients and thought that would be interesting.
  2. Where can I find more information on using Cvernote as a CRM?
  3. My CPA seems to think "copies" are acceptable. She is a little behind the eight ball on technology but a scanned version is of course just a digital copy. Wish I had a recording of that conversation!
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