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War Eagle

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  1. I have three separate tagging issues that I hope someone smarter than I can help me with. Issue #1. CAN'T CREATE NEW BUSINESS TAGS Am I loonytoons or is it impossible to create a new BUSINESS tag? I can't find out how to do it. When I am on the Mac desktop client I click into the TAGS section in the left pane, and I can view all my tags in the big window. When I select "Business Tags" from the upper right drop down menu, it shows all my current business tags. When I click on the little + sign that says "New Tag" I can create a new tag but it will NOT be a BUSINESS tag. It defaults to a personal tag. I thought perhaps I needed to do it through the web client ADMIN CONSOLE but that area only allows me to RENAME or DELETE existing business tags. Issue #2: WHEN I DELETE BUSINESS TAGS, MY TAG DROP-DOWN / AUTO-COMPLETE STILL SHOWS THEM I just deleted a few unnecessary tags using the web client admin console. Sweet. So easy. Yet when I go back to my Evernote (for Mac) desktop, and I try to tag a note, I see that all three of those deleted tags are still in the drop-down menu. No matter how many times I hit refresh, they still show up. << UPDATE -- this challenge seems to have resolved itself. The sync / refresh just takes a lot longer than I had expected. Fingers crossed that it's all good now. >> Issue #3: I CAN'T TELL TAGS APART For the life of me, I can't tell a personal tag from a business tag. It feels like that is an important thing and when I look at my entire tags list, and I toggle between "Business Tags", "My Tags" and "All Tags" I can see the list shifting, but I have no way of telling how many total tags I have for each category or what is changing every time I toggle. Once again these three challenges prove that Evernote's interface consistently makes me feel technologically inept which I am not in any other way except with this application. ((sigh)) Appreciate any insights you can offer. Thanks in advance! Like This QuoteMultiQuoteEdit
  2. I just installed the newest version (6.2) and I don't see any changes in tags. Can you elaborate please as to how I'd see these tag changes? Thanks!
  3. I have looked and looked but I can't find a list anywhere of the file types one can put into Evernote BASIC. I know you used to be able to store ALL file formats, but then I read that the Evernote Free (Basic) was being restricted as far as file formats goes. I just can't find out WHICH ONES are accepted for those who only need the free account. Can anyone help?? Thanks so much!!
  4. Oh my gosh I didn't even see that icon! Thank you. I have to say that I REALLY miss having color as a visual cue in Evernote. I also miss the square textural notebook icons I used to have on my Macbook desktop client. The ability to only view notebooks as a LIST is such a bummer and not helpful for those who are visual processors, (the majority of people are). Flattening out the design and removing the color has been a terrible change for many users, as I have noticed reading these forums. EN has become frustrating of late so thanks for listening.
  5. I keep thinking that I am overlooking something because I can't tell the difference between a BUSINESS note and a PERSONAL note while in my ALL NOTES list. When I am INSIDE a note, I have no way of knowing whether it's a business note or a personal one. Even looking at the notebook name in the upper left corner of the note doesn't help because the notebook icons are now identical. Is there an option somewhere under "View" or something that might help me differentiate? I must be missing something. Do I now have to go back and change all my notebook names to "BUSINESS: XYZ Name" and "PERSONAL: 123 Name" in order to keep them straight?
  6. November 2015 and I'm still confounded by note and notebook sharing. I use EN Premium, so I should have all the capabilities possible, right? Here is my sharing experience as of today: Example #1: I shared a BUSINESS NOTEBOOK with a NON-Evernote email address that I own, just to test its behavior. I received the email at my other account and opened it. It has a green button that says "CLICK TO ACCEPT INVITATION" and it takes me to a page where my only option is to create an Evernote account. I can't view the notebook or even see the title of the notebook. Example #2: I tried sharing a SINGLE BUSINESS NOTE with that same email address (remember that I don't have an Evernote account associated with this email address). The subject line is "You have a chat waiting in Evernote!" which sounds like a total click bait spam (which is probably why my email keeps sending Evernote emails to the spam folder). But anyway... so the email subject is "You have a chat waiting in Evernote" and when I open it, the text is "People want to chat with you!" Click the green button to join in!" SERIOUSLY? Is that the best language we can come up with for a business tool? "People want to chat with you?" Are we online dating now? First of all, I do NOT want to chat with the person I'm sharing a note with. I just want them to see and maybe even edit the note. Why is Evernote so hell-bent on thrusting the concept of CHAT down our throats and misleading those who receive emails? If I got an email that said "People want to chat with you" I would think it was a phishing attempt and delete it. Secondly, when I click on the big green button in the email, AGAIN I am taken to a window where I'm forced to create an Evernote account. So essentially it appears Evernote has made it impossible to share information outside of its platform. Am I correct? If so, sharing is now nearly useless because I can't very well expect my clients and colleagues to create an Evernote account for MY convenience. I would rather just email them whatever I want to share or put it on another sharing platform like Google Drive. Again, I am open to being told I'm wrong and I really HOPE I am wrong.
  7. I believe the EN developers have been too concerned with how EN LOOKS rather than how it functions. The concept of WORK is very specialized to each person. Some of us want at-a-glance buttons we can find easily. Myself, I DETEST hidden functionality that requires extra steps to access in ANY software program or app. There are others who are distracted by buttons and whatnot. So great! Make it customizable so the user gets to decide how much or how little is sitting in their view. Bottom line is twofold: 1. You can NOT ignore function when designing a TOOL. If you're mostly concerned with aesthetics, you should be designing a piece of art that one will simply look at. When designing a TOOL of any sort, FORM MUST FOLLOW FUNCTION. This is more and more being lost on the EN development team. 2. You can NOT decide for your users what they *should* want to do or how they *should* use your tool. If they can't use it in a way that supports their own work style, they will abandon it. Sometimes I wonder if the dev team even uses the product themselves, from some of the silly changes they've made recently. The potential is SO great, too bad the execution is ridiculous in many places.
  8. Ummmm okay hold the unicorns and rainbows ticker tape parade... I'm now having tag issues that perhaps one of you giant brains can shed some light on. Every time I try to create a new tag it defaults to being a PERSONAL tag for some reason. I literally can't create a new business tag in the TAGS window. (this is when I have all my tags displayed alphabetically by hitting the TAGS button in the left pane) I select "Business Tags" from the upper right drop-down. Then I hit "New Tag" and I type the new tag name. Then I hit ENTER. And POOF the tag name is gone and does NOT appear in the business tags list. However it appears in the PERSONAL tags list. I am at a loss. Ideas? Am I missing something obvious? I am on the desktop Mac version. Thank you!
  9. THANK YOU all for such thoughtful and thorough responses! @Gazumped, your detailed explanation just helped me make a big mental shift. I now have an idea of how tags can indeed be an important part of my information management structure. The way you explained it really made something click in my mind. Also, your description of your bank, banks, banking tags is precisely my issue. Well that, plus the fact that my tags have no hierarchy or consistent naming conventions. Which leads me to @jbenson! Thank YOU for the detailed explanation of your tagging naming conventions. UBER HELPFUL and definitely a concept I need to adopt immediately. @csihilling thank YOU for sharing the guidelines you use and the fact that you built your system around search goals. Beginning with the end in mind of pulling up 25 or fewer search results, then backing into the process of HOW to do that is very smart. Stephen Covey would be proud. ;-) What I find so interesting is that in my daily work, I help my clients figure these kind of things out just the way the three of you have helped me. I even use many of the phrases and philosophies you have all shared! LOL... I guess being too close to a situation does hinder us from finding our own solutions. I'm off to completely blow up my tag structure and begin again. Luckily, I only have about 75 or 80 tags and many of them are duplicative, so I'm not worried. Thanks again!
  10. First, thank you for taking time to respond. I don't know how you get anything done in life with as much time and energy as you spend helping people on these boards. It's astonishing. :-) Second, I'm on a Mac, and there is no ALT key. Finally, I really don't have that many tags (about 75) so I don't think I'm "doing it wrong" -- but in all honesty, how does one possibly remember every tag they've ever created AND whether it's personal or business tag?? In looking over my tags, I see that I have many that are unnecessary simply BECAUSE I can't access my tag list in the moment of tagging; so I end up creating a new tag that is too similar to something I already have made but don't realize it. This is the frustrating part about tags for me. I want to be able to have fewer tags and just choose from a list rather than having to type a letter into the field because heck I don't remember from one week to the next what tags I may have made just last week!
  11. I am using the EN Business (now I guess it's called Premium?) desktop client for Mac. When I try to tag a note, I would like to be able to simply click in the tagging field and have a drop-down menu of ALL my existing tags appear. In the Windows client, I believe there is something called "Assign Tags Dialog" which does this. It's brought up by hitting Control+Alt+T, but that is only for Windows. is there something like that for Mac? It absolutely confounds me when tagging notes, because I literally have NO IDEA what my tag options are without seeing a list. A blank tagging field does me no good at all. I'm not Rainman, so I don't remember all the tags I created in the past year. The only option I appear to have is to type one letter and then it will show me all the tags that start with that letter. So. Not. Helpful. I can't type 26 letters one at a time, just to find the tag I want. This seems like a no-brainer feature that should be included. Unless of course it's here and I'm just missing it, which I hope is the case. Thanks!
  12. When I open Evernote on my Mac laptop, and select EVERNOTE > ABOUT it says I'm on 6.1.1 (452253 Direct) I realize now that I don't have "Update to beta versions when available" checked in my preferences because frankly I don't trust Evernote in beta version not to lose all my data. That explains why my view won't change. Thanks for the clarification.
  13. I tried switching the preferences but nothing changed in my view unfortunately. Sad faced me.
  14. Please tell me when you find out. Endless scrolling to find a notebook? REALLY? How 1998 of you, Evernote. Evernote now looks like a Windoze file directory tree. Gaaaah. Awful. For those whose learning / processing style is visual which is the majority of the population, ICONS are a helpful guide. LISTS are very secondarily useful. Yet, Evernote seems to have eliminated the "notebook" graphic and the ability to drag and drop notebook icons into a stack. Again, one more reason so many users seem to be questioning the validity of the program. It seems that the designers and developers don't actually use the product. If they did, they might understand why so many seem frustrated with non-intuitive changes like these.
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