Jump to content

AmyG Evernote Beginner

Level 1
  • Content Count

    4
  • Joined

  • Last visited

Community Reputation

0 Neutral

About AmyG Evernote Beginner

  1. Thanks, I have been looking but many seem overkill for what I wanted, and the price quickly adds up! I'm not looking for any kind of pipeline, just a way to keep 'notes' about each user in one easy to use place which is why I thought Evenote might be a good fit, all I need to do is have a #tag for each user and save everything in a notebook. The only problem I have found is not being able to create tags automatically for new users. I can customise the emails to fit, my sticking point is creating new tags, I couldn't see that option in IFTTT but I'll have a look at Zapier, Thanks,
  2. Sorry if this is dragging up an old thread. I Think the term CRM covers such a wide range of expectations and requirements that it's very difficult to have a defined solution. Personally I was looking for a 'CRM' solution in Evernote but this was not any kind of pipeline system. I'm (still) looking for a solution to keep all emails / info about clients in one place and ideally managing the low level of customer support we do. There's only me (and my spouse if I'm out) but it would help to be able to see the 'history' of a customer easily. Perhaps I would be better with a contact management solution, they all seem a bit too much. It feels like this should be easy for Evernote but just out of reach.
  3. Thanks, I'll re-look at those, I didn't see an IFTTT recipe that created new tags. I suppose I'm looking for an auto input that will create a new tag.
  4. I'm looking at using Evernote as a CRM tool..... I have a small membership type website that I get many emails from; membership signups, paypal payments, customer support emails etc. I'm hoping to end up with a system that 'bundles' all these emails and data for each member in an easy to find / use place. A slight complication is that a member is an organisation so emails may come from a variety of email addresses and they will not necessarily even be the same domain making filing etc more complex. Ideally I'd also like to pull in extra data from the website. I was thinking of doing this with a custom cron job on my server that auto sends emails to Evernote with the data in, that way I can add the notebook/tags etc to the email. I thought I had a good solution using Evernote and the ability to email into Evernote directly. I was hoping to redirect emails into Evernote tagged with the organisation name however I obviously don't know who will join when, to pre-create the tags. AFAIK Evernote will not create new tags via an email. Is there ANY way I can automatically create a new tag based on an incoming note? There would always be an initial email that could be processed when an organisation joins for the first time. Many Thanks,
×
×
  • Create New...