• Announcements

    • Shane D.

      Announcing 'Spaces' for Evernote Business!   02/27/2018

      Hi All, We're very excited to announce the launch of Spaces for Evernote Business! I invite you to find more details and learn more in our most recent Community Announcement! 
    • Shane D.

      Code of Conduct   03/26/2018

      Hi All, The updated version of the Code of Conduct has been implemented, and you will need to accept those terms before proceeding. If you would like to review the Code of Conduct, you can do so Here
    • Shane D.

      Update to Evernote Subscription Plans   04/12/2018

      Hi All, We've made some updates to our Evernote subscription plans. To learn more, please see the 'Update to Evernote Subscription Plans' thread in the Community Announcements forum, or you can go here.
Zack

How to make form in Evernote - phone call taking notes

Recommended Posts

Hi everybody,

 

I am salesman sitting by the phone about 10 hours every day. Except e-mail, phone calls are second or maybe first most important activity I do for living. Simply people or companies call and either ask something, get some info or order over the phone. Making some notes represents direct support to actual sales activities. 

 

I have notebook at my desk, simple school stuff with vertical red line on the left. Every day I make note of date and when somebody calls in or I call out I note time of call and on the right side of red line I try to capture some useful info, like phone number, names, organization, topic, e-mail and technical details or requirements. Nothing fancy but useful.

 

So here we come to my question. Obviously, there is no much automation is possible here, I can use headset that will free my hands for note taking / typing and that is about it. So to make life easier I decided that Evernote is way to go. I created notebook called Phone Calls and I create record every time somebody calls.

 

It would very much help if I could create an Evernote form or template so every note has uniform look. It should have quick check off fields and data expected. I found some advices how to make templates in Evernote but I never succeeded making one. 

 

Any suggestions there?

Share this post


Link to post

I am looking. It looks like yet another note taking program. I would like to stick to Evernote. Works for me across different devices.

 

P.S. just read some articles and watched tutorial. Yes, it is more flexible than Evernote to create custom templates, however it is completely WEB based and I don't like that. Somebody else is in possession and control of my notes. I am in this for very long run and don't like purely WEB solution. 

Thank you for suggestion though!

Share this post


Link to post

I am looking. It looks like yet another note taking program. I would like to stick to Evernote. Works for me across different devices.

 

P.S. just read some articles and watched tutorial. Yes, it is more flexible than Evernote to create custom templates, however it is completely WEB based and I don't like that. Somebody else is in possession and control of my notes. I am in this for very long run and don't like purely WEB solution. 

Thank you for suggestion though!

kustomnote is just a web based app that feeds your EN database.

Share this post


Link to post

If you'd like, you can create your own template, put it into your account, tag it "template" or put it into a "template" notebook, make a hundred copies of it, and every time you have a phone call, just change the tag / notebook of the note and you are done.

Here are some of my templates (not for phone-calls, but you can change them as you would like).

http://www.princeton.edu/~cmayo/template.html

And, here are some that one of our other forum members has gathered into a shared notebook (some of the templates are taken from kustomnote).

https://www.evernote.com/pub/danielegold/degconsultingevernotetemplatecontest#b=62fe5812-7553-48b6-80f2-b8a73c71f5c2&st=p&n=cc9dd085-8911-4922-94db-515436150fe2

  • Like 1

Share this post


Link to post

GrumpyMonkey thank you for suggestions. In your templates I didn't find what I was looking for. I checked shared notebook and closest one was Leave the Message thing. There is even contest for best template.

 

However there is no crucial instructions, how to create template in the first place? I could make it myself but don't know how? It will not be graphical marvel but it will be very functional. Somebody else could improve it. So we go back to basics, how to create template and how that set it in Evernote so it becomes part of it, or at least instantly available when needed?

Share this post


Link to post

GrumpyMonkey thank you for suggestions. In your templates I didn't find what I was looking for. I checked shared notebook and closest one was Leave the Message thing. There is even contest for best template.

 

However there is no crucial instructions, how to create template in the first place? I could make it myself but don't know how? It will not be graphical marvel but it will be very functional. Somebody else could improve it. So we go back to basics, how to create template and how that set it in Evernote so it becomes part of it, or at least instantly available when needed?

I think you'll have to become familiar with KustomNote or .enml/.xhtml if you want to get into the nitty gritty of creating things.

As for customizing them and having them available at any time, they ought to work fine. My templates are completely editable. Just change the titles and content to your heart's content. The same thing goes for all of the other templates in Daniel's shared notebook. Right click on a template to copy it. Select several of these copies at a time and you can copy ten, twenty, or thirty of them. I think it should only take a few seconds to go from viewing the template in our shared notebooks to having a few hundred of your own on hand ready to go, instantly available when needed.

Does this work for you? If not, what were you hoping to see?

Share this post


Link to post

You can download templates from Kustomnote and then duplicate them in your account. Once you've found the template you like you need never go to the website again.

 

I suggest you read a little deeper.

  • Like 1

Share this post


Link to post

There are two different ways I would address this.

 

1.) At the end of the day, I would rip out the day's handwritten phone logs and scan them into Evernote. I would make sure each phone call is on an individual page so that I would have separate notes for every call. The title of each note would contain critical information about the call - date, person, and key discussion point (for accurate searching)

Or a more complicated, but much more powerful method

2.) Create an empty phone template in Evernote. How?

Just type it into an empty note.  Or copy an existing one.

Check out the 3rd template mentioned here - it could be modified for inbound calls:
https://www.evernote.com/pub/jamietr/sharedtemplates#b=1bdc6037-05a6-4a3a-924e-33f487ab2a81&st=p&n=c84a17e8-ffcf-4054-87d8-bdc50115bc18

Drag the template note to the Favorite Bar for an instant-access icon.

Get a call? click template instant-access icon, copy it (right click), then add conversation details to the copied note. If the office is filled with steady inbound calls, I might create a half-dozen of these empty templates in advance.

Here is some additional advice on phone templates.
http://www.jamierubin.net/2012/08/22/my-shared-templates-notebook-for-evernote/
 

 

edit: I would also use Windows auto-date feature liberally throughout the day on each call Ctrl + ;

  • Like 2

Share this post


Link to post

I am working with Mac, probably doesn't matter.

So I created layout I like and want to save it somehow. Here is what I have:

 

[] Inbound call         [] Outbound call     [] Message left

- - - - - - - - - - - -  - - - - - - - - - -  - - - - - - -  - - - - - - - - 

NAME      Joe
- - - - - - - - - - - -                                                                                                                
COMPANY    Test company
- - - - - - - - - - - -
TEL. NUMBER 123-456-9870 E-MAIL sales@almexltd.com
- - - - - - - - - - - -
Notes: just testing how it works

 

 

Anyway, I don't see way how can I drag anything to drop into Favorite bar. Only thing that works is copy note, hold it in memory and when somebody calls click New Note button, and then click into body of new note and paste it there. That sounds like a lot of manual manipulation and is clumsy. If I copy and paste something else in some other software note will be lost.

Share this post


Link to post

I am working with Mac, probably doesn't matter.

So I created layout I like and want to save it somehow. Here is what I have:

 

[] Inbound call         [] Outbound call     [] Message left

- - - - - - - - - - - -  - - - - - - - - - -  - - - - - - -  - - - - - - - - 

NAME      Joe

- - - - - - - - - - - -                                                                                                                

COMPANY    Test company

- - - - - - - - - - - -

TEL. NUMBER 123-456-9870 E-MAIL sales@almexltd.com

- - - - - - - - - - - -

Notes: just testing how it works

 

 

Anyway, I don't see way how can I drag anything to drop into Favorite bar. Only thing that works is copy note, hold it in memory and when somebody calls click New Note button, and then click into body of new note and paste it there. That sounds like a lot of manual manipulation and is clumsy. If I copy and paste something else in some other software note will be lost.

Did you follow my instructions? Here is an alternative method. Copy 100 of these (select a bunch and copy 10 or 20 at a time). Call them "template." You can put a saved search for "intitle:template" into your shortcuts. Every time you tap the shortcut, it will bring up your templates. Start writing in one, and change the notebook / tag / title (depending on how you have your account set up) when you are done. It isn't a "template feature" to be sure, but it isn't much work (in my experience).

Share this post


Link to post

I actually give up. I can't do simplest things suggested here, like drag note to the shortcuts. I can't lose hours of my time fighting with what can't be done.

Search for better note taking program is back on ....

Share this post


Link to post

Zack, I'm sorry to hear it.

 

In your last answer, it seems like you can't see the wood for the trees anymore because of being overwhelmed by technical stuff. I think that's because the answers also suggested (but didn't describe step per step) particular solution approaches. This can be a bit overwhelming, particularly for an Evernote user who doesn't use its advanced features (like saved searches) regularly.

 

But the suggestion as such is pretty simple. Basically, it is the following:

 

"Evernote doesn't support templates. But you can prepare some notes with the structure you need. When a call comes in, you simply edit (fill in) one of these notes."

 

The rest (titling/copying/shortcuts) is just the technical details/fleshing out, and they are pretty much optional.

 

I think the simplest solution (without advanced stuff like shortcuts or such) would be the following:

 

1) Create an Evernote notebook titled "Call Templates" (or so)

2) In this notebook, create a note, e.g. titled "CallTemplate".

3) In the note, paste the form you posted earlier ("[] Inbound call ... NAME ... ")

4) Select the note in the note list and duplicate it (depending on your computer Ctrl-C followed by Ctrl-V, for Mac probably Apple-C followed by Apple-V)

5) Press Ctrl-V again a couple dozen times to make a lot of copies of the note (so you never run out).

 

So from now on, when you have a call, you open the first note in the "Call Templates" notebook and start filling it in as the call takes place.

 

When you're done, give the note a meaningful name and move it to its "proper" notebook where you want to keep it for further reference.

 

When you start running out of "template" notes in the "Call Templates" notebook, make some more copies (Ctrl-C, Ctrl-V).

 

I hope this helps clearing things up a bit.

 

---------

 

Everything beneath this line is optional and purely for the purpose of giving you some options to streamline your process a bit. You need not even read this! :-)

 

You can chose to keep the "templates" in your "proper" notebook with the other call logs. Then, you can use so-called "saved searches" (or "search query shortcuts") to get to the templates quickly. For example, if all your templates have "CallTemplate" in the title, you can search for "intitle:CallTemplate" and save this search query to your shortcut bar. As an additional bonus, when you fill in your templates and change the title, your filled logs won't clutter up this list (because they don't have "CallTemplate" in the title anymore).

 

Other ways to quickly find or filter the templates are tags (but there you would have to explicitly remove a tag -- which means work [ok, just 2 seconds, but hey, it counts]).

  • Like 1

Share this post


Link to post

Hi I did everything you listed. Making copies just by doing Command-V didn't work, had to create note by note and always paste form structure into the note but it worked as a concept.

I used it several times. It is kind of clumsy. Have to rename every note and manually transfer it into the right Notebook, but it is better than before.

Share this post


Link to post

It seems a little ironic that EverNote 1/2/3 for Windows, pre 2008 had the notion of Templates and Forms for such things as phone records.

 

I can still be had on the iphone/ipad side with apps like EverLog.

Create a form template with checkboxes and all manner of fields.  And just tap the template, have it collect data, give it consistent structure, and auto-title notes and tags in Evernote.

Share this post


Link to post

Zack, instead of ctrl-v, would it work for you to try right-clicking on the template note and selecting from the pop-up menu "Copy Note" and choosing either the current, or another notebook (I keep my templates in a Notebook titled Templates, and copy then into a Working/Inbox notebook).

 

You'll have then duplicated the existing template note.

Share this post


Link to post

It seems a little ironic that EverNote 1/2/3 for Windows, pre 2008 had the notion of Templates and Forms for such things as phone records.

 

I can still be had on the iphone/ipad side with apps like EverLog.

Create a form template with checkboxes and all manner of fields.  And just tap the template, have it collect data, give it consistent structure, and auto-title notes and tags in Evernote.

Tried right click, COPY didn't do anything useful. I saw your phone records template. Actual template is not problem but saving it and handling it later.

I will check software you suggested.

Share this post


Link to post

Hi there, thanks for video. It's amazing you did that. What I see on Mac is completely different. I have screenshot that I don't know how to post here? When I click small picture icon it asks for URL (?). 

Anyway, I am following advices and will try to use it as storage of same templates in auxiliary phone book and then transfer into Phonecalls Notebook.

Share this post


Link to post

Sure.  I'll post the same when I get back home to my mac's.

 

As for your screenshot question, that can be a little hacky.

Since most of my screenshots are captured into Evernote, I click in the note to share it.  The share menu lets you copy the link to the clipboard.

Then I open that in a web browser.

Then I right click the image to copy the image URL to the clipboard.

 

Now when you post here, you can use that URL to insert the image into your post.

Share this post


Link to post

Screen%20shot%202013-07-09%20at%208.41.5

 

Pretty template there...

 

And you have a snootful of copies it looks like.

If you give it something descriptive in the title like "Call log" it can stand out from the other templates you might accumulate.

 

Now that I'm back on my Mac and refreshed my memory, the look and feel is certainly a bit different, but the process of the video I posted is the same.

 

Right click, or go to the Note menu and choose "Copy to Notebook" then click on the Notebook.

To either copy a template note to a working Notebook, or duplicate the item within the same Notebook.

 

And the Merge process looks exactly the same.

Hold the Command button down and click on all the notes you want to merge (this is a multi-select), then click merge.

 

c91a856e-f3db-4b50-bfcd-bf37ef3a452b.jpg

 

Since I had already Copied the Template once, the Mac client gives you a menu choice to just do the same copy again:

 

 

d63e60b3-e0a1-4d00-8c36-aa591f5049b7.jpg

  • Like 1

Share this post


Link to post

Pshew...

 

HTTPS links only work when logged in.

Editing shared links down to HTTP seems to have fixed that.

Share this post


Link to post

Zack,

 

As much as I love Evernote, if I were in that line of business, I'd look at a dedicated tool.  You could try any number of CRM tools - I like Insightly as it does project management too.  Or you could even use a helpdesk software like Desk.com or better yet - Zendesk.  Zendesk allows you to record all incoming calls.  Not sure about outbound though.  

 

Each of these services can be connected to evernote if you want, but not sure you'd want to.  I know you posted on an evernote forum, but if you're making money on sales, you'd probably be more organized and save time in the long run with a more dedicated tool.

  • Like 1

Share this post


Link to post

Even as an Evernote user, I still found the need to have an app that attaches  notes to my contacts and the conversation. I am in sales also. I use TalkNotes Plus. It is super convenient for me to take notes while I am talking to my customer. There cloud backup, so all conversation history is archived.

Share this post


Link to post

(I'm brand new to this board, so I apologize if I fail to follow any particular protocols in this post!!)

 

I see that folks have given lots of great suggestions on how to make Evernote work for your needs, and suggestions on other programs to use.  I just wanted to mention that I've set up phone logs for myself and my staff in Microsoft Access.  It's not terribly portable by nature, but if you have a networked drive that you can access from various places, you can get to the log from just about anywhere.  (For example, I can access it from my home laptop easily, and I'm told I can get to it through my tablet though I haven't tried yet.)  

 

I like Access because I can easily search and view prior records.  I set up a form to record details and notes on each phone call (including some check boxes, as you noted), and that data feeds into a table.  I have various queries set up to pull out whatever info I need--all calls to/from a particular name or phone number, all calls on a particular date, etc.  The best part is that I can easily store records as far back as I need them (9 years, in my particular case) without ever having to look at those records unless I do happen to need them.  

 

It wasn't very hard to set up, and it's extremely useful!

Share this post


Link to post

Zack

Don't give up yet! I also work in sales and use Evernote for everything pretty much. I'm a Mac user and use a tool called TextExpander (on Windows there is PhraseExpander). This allows you to type a pre-defined series of keystrokes (e.g. "phc" for phone call) followed by a space and it will expand that to whatever text you want. So for instance...

 

Name : _

Position:  

Company :

Phone :

email :

Date : 

Notes :

Next action...

- Who? :

- What? :

- When? :

 

You can also tell it where to put the cursor when it produces the text so you can put it in the top field (here next to Name:) 

 

This is a really fast and easy way to generate templates in Evernote, or any other tool for that matter. I also use it in prospecting emails where there are chunks of text that I often use, but I want to customise the email and don't just want a "boilerplate" email. I also use it for email sigs because I work on contract for a number of clients, so have different email sigs depending on which client I'm representing that day!

--

Best of luck

Mark

www.reallifeselling.com

  • Like 1

Share this post


Link to post

You can download templates from Kustomnote and then duplicate them in your account. Once you've found the template you like you need never go to the website again.

 

I suggest you read a little deeper.

 

Hi Metrodon, I have read deeper, and I have no clue how to download my template from KustomNote. I am really frustrated with how non intuitive the support and tutorials section of KustomNote is. Can you point me to the right page or tutorial. I'd really appreciate it!

Share this post


Link to post

Dear all,

 

I would like to thank you all for the time and dedication shown towards Zack. I am learning so much from just reading your posts.

 

Good job!

 

Very impressed by all the comments and suggestions. I think I too will consider making similar templates in the near future for my needs.

Share this post


Link to post

I am using system somebody suggested in beginning, form copied many times and used when needed, saved into Phone Call Notes book. It is not really elegant solutions but it works!

Share this post


Link to post

I am using system somebody suggested in beginning, form copied many times and used when needed, saved into Phone Call Notes book. It is not really elegant solutions but it works!

Which "system" are you using please?

Share this post


Link to post

Hello all, 

 

This conversation thread illustrates a gap in Evernote. What I have been looking for is a simple and fast way, using keyboard shortcuts, to insert a predefined templated note into whatever notebook I am currently in. This would be my understanding of a "template" functioning well.

 

For example, I want to click on my Projects notebook, then hit Ctrl "P" and have a note created that has the text I have defined. I then want to tab through it to enter text as needed until I get to the bottom.

 

Currently the best I can do is using AutoHotKey, and inserting into the default notebook. It isn't bad, but I keep wishing it was smoother. 

 

Thanks for all the effort. Its a good community here....

Share this post


Link to post

Yup.

 

On my wiki at work, I can create a simple form with:

%EDITTABLE{format="|text, 20|label, 1|text, 30|"}%| *USER* | *Number* | *Note* || Bert | 1 | || Sally | 2 | |

When I hit save, it becomes an HTML form with web controls.

The first line defines the type of objects.  Feilds can be text, label, date picker, radio checkboxes, multi-select options, note fields, etc.

Each form has an edit button which lets you add now rows, re-order rows, etc.

 

A really simple way to collect structure in a note without having to use anything but simple text in the note.

 

Then you can get fancy with the output of the form.  Instead of just formatting data on that note, you can use a note as a template and have it output collected data to a new note with a formatted title somewhere else, or create structured rows of data, database like elsewhere, etc.

 

Evernote could be so much more with optional but simple structure.

 

It be nice to at least start with simple controls to hide/expand sections

 

Link our ability to put a link to another note, give the ability to have a link so a saved search in a note.

Then make it pretty with buttons on top of links.

 

It only takes some simple plumping with a structured form, and structured query, and you've got the ability to take a collection of Evernote notes and turn it into a database application.

Share this post


Link to post

I use an echo pen to record my meetings. Then I sync that to my Mac. Then I transcribe it and send it to Evernote. The note title is the name of my client and these notes from the Client Meetings notebook get picked up by zapier and placed in my highrise online. So all my emails and notes and meeting recordings can be in one place. 

 

I know, this sounds a bit cumbersome but it's worth the initial pain to set things up. You can also use ifttt.

Share this post


Link to post

I just found this thread conversation.  I have created forms in Word, copy/pasted into a Note in Evernote and they work great.

Here is a copy of a "Contact" form.

 

Here is another form I created for taking notes to later compile a report.

 

I have several other forms I have created as well that I use for my business (now retired).

 

Zach, I hope this is of help.  I know this post is old, but I just found this!

Share this post


Link to post

This is how I do mine (I'm an entertainer so that's our basic business)

 

Basically my contacts are broken down into two categories (which are tagged as such)  I have Clients (tag) and I have Prospects (tag)

 

 

My Contact Template looks like this (Templates are found with the tag "Template") I don't use Notebooks at all except for a selecting what notes I want downloaded to my cell phones  - Clients are perminantely on my cell phone so they are in a Notebook called Clients (only for download to phone not to find)

 

 

The Template is devided into 3 main sections

  1. Contact information
  2. Booking or job history
  3. contact log of email/phone

---------------------------------------------------------------------------------------------------------------------------

[start template]

 

[Note name]   Prospect - Template
[Note Tags] Prospects, Template
When I get a new Propect I will copy the template and change the Note to . . . .

 

[Note name]   Prospect - River City Community Fest
[Note Tags]   Prospects, Fest/Fair, Jan, IA 
                   [The "Fest/Fair"  is the type of Gig work category I want to track , "Jan" is the month I need to call them. So I can do a  search for Tag:Prospects Tag:Jan  to find all my sales call for that month. I also add what state the show which is also helpful in searches, maybe a tag by zipcode could be helpful -- first 3 digets maybe]
 
[body of note]
 
Name 
=====================
 
Contact 
address
city
 
phone
 
Web site -
 
Email - 
 
Google Map -  Need to change  [Hyper link to google Map]
miles, hh mm       ($mileage + $show  = $total )
 
https://docs.google.com/spreadsheet/Bid_Sheet_Fees_Perdeium_Mileage'>https://docs.google.com/spreadsheet/Bid_Sheet_Fees_Perdeium_Mileage  [This is a link to a Google Spreadsheet that helps me estimate a Bid for a show or shows that I can plug in Mileage, travel per deim when I talk to them ]
 

-------------------
Events they do
 
 
 
=======================
BOOKING HISTORY
=======================
 
 
 
======================
2014  correspondence
======================
 
[ ] Add to Mailing Database
[ ] what is next step?
 

[End of template]

---------------------------------------------------------------------------------------------

 

Lets say I book a gig from one of my Prospects this is how it would change

 

-----------------------------------------------------------------------------------------------

 

[start example]

 

[Note name]   Client - River City Community Fest

The "Prospect" gets changed to "Client" in the title

 
[Note Tags] Prospects, Fest/Fair, Jan, IA, Client
The "Prospect" tag will stay as they will become a prospect for next year and I want them in the sales call search for next January . . , I also add the tag "Client"
 
 
 
[body of note]
 
River City Community Fest 
=====================
 
Robert Preston
1234 Poolhall Lane
River City, IA
 
phone - 555-123-4567  [in the iPhone these will all turn active links so I can call, email visit website from my phone just by touching, which is a pretty kick ass fully open ended address book - I love it]
 
Web site - TroupleWithACapitleT.com
 
Email -  MrTrouple@TroupleWithACapitleT.com
 
200 miles, 4 hr 36 mm       ($300 Miles + $1,000  = $1,300.00 total )
 
 
 

-------------------
Marching band Fest -- late September
 
They are thinking of doing a summer fest -- they haven't decided yet as of 7/28/14
 
 
 
=======================
BOOKING HISTORY
=======================
[these are llinks to Evernote booking sheet Notes or a job work order note, they will have a link back to the contact page, current and future jobs are put into a notebook saved to phone called Bookings. After the job is completed eventually I will move the booking sheet out of the Saved to Cel Phone Notebook]
 
 
 
 
======================
2014  correspondence
======================
[Time stamps enterned with Ctrl + ; or Shft + Alt + D from desktop or just typed on phone] [i forward mail to everynote this gives me the header information of when they emailed and which email account they sent it from, Instead of colors like C6REW does, which I might start doing, I indent the body of the conversation to pop-out the contact info, Later when I clean up notes for the day I will copy that stuff over to the contact info. It's a little more labor intensive than I would like but OMG I have it all right here and I can look back through the years if it goes back that far]
 
[The top entry will always be an open check box with my Next Step (for you GTD) people the open check box will come up in searches -- I can now add a Reminder calander and another tag "@ Phone"
 
[ ] Call a week before trip to tell them I am coming and find out what's up with Librarian
 
 
7/28/2014 9:00 PM
John called Robert told him I was bringing my new pool cue, he said, Dude, this Libraian is getting in my head, I think I'm off the pool games this year, we'll see.
 
 
From: JohnDMe <Myemail@mywebsite.com> 
Date: Tue, Jul 22, 2014 at 11:09 AM
Subject: Fwd:  JDM entertaiment for RiverCity Fest
To: Robert Prestont <MrTrouple@TroupleWithACapitleT.com>
 
Hey Robert, Got your signed contract back we are all set . . . .
 
shdadhahdshdashdashdajshdashdajshdashdashdajshdashdashdashdkjashda
sadaklsjdaklsjdaklsjdaskljdaklsjdaklsjdalskjdaskljdaskljdaskljdalsjdalksjdaskld
asjdaklsjdaklsjdaskljdaklsjdaklsjdaklsjdaklsjdaklsjdalksjdaklsjdasklj
 
From: Robert Prestont <MrTrouple@TroupleWithACapitleT.com>
Date: Tue, Jul 21, 2014 at 11:09 AM
Subject: Fwd: JDM entertaiment for RiverCity Fest
To: JohnDMe <Myemail@mywebsite.com>
 
Hey John, attached is the contract .  . ..
shdadhahdshdashdashdajshdashdajshdashdashdajshdashdashdashdkjashda
sadaklsjdaklsjdaklsjdaskljdaklsjdaklsjdalskjdaskljdaskljdaskljdalsjdalksjdaskld
asjdaklsjdaklsjdaskljdaklsjdaklsjdaklsjdaklsjdaklsjdalksjdaklsjdasklj
 
 
7/12/2014 9:52 AM
            John called Robert, asked how far the pool  hall was from the town square and would I have time for a game. He said yes
 
 

6/14/2014 2:00 AM

Robert called JohnDm. He seemed desperate needed music sheets quickly. I said Jeeeez Robert, it's 2 O'clock in the morning, I gave him a source for music sheets. I asked him what's the rush? He said he just had a meeting with the Town Libarian and she has him off his game

 

 

[End Example]

--------------------------------

 

So all the related notes to this clinet will have a link back to this Contact Note and or the Booking or Job note -- some of the notes I might have might be

 

Client - River City Community Fest    [this is the main note or parent note if you want to think in terms of folders which I do not use -- horrible idea use tags instead]

 

 
 
Trip - River City Fest - Sun 9-25-11   [Note with hotel reservations, airline tickets etc etc this is tagged Trip, Sep, 2011  this will have a link inside the body of the note, at the top back to a "Trip Table of Contrents"  for 2011 and a link to  Booking - River City Fest - Sun 9-25-11 - 2:00 pm - $1,200.00  This is why I prefer tags to Notebooks - This note is a child note to BOTH  the Trip Index Note and the Booking Job Sheet Note
 
Basically once I find at least one of the notes from Client - River City Community Fest I can move with links back and forth from  parent note to other child notes by links alone, I don't have to search for them

Share this post


Link to post

Hi Everyone

 

My name is Matt I am the founder of Lunchcloud.com and lover of Evernote!

 

At Launchcloud we are about to start work on our integration to Evernote and I feel that if this integration existed it would help you with what you are trying to solve in this discussion.

 

I want to build something really useful for the community and I am hoping you can give me your wish list for forms in Evernote.

 

Feel free to look at our website to get some ideas.

 

Also if anyone is intreated in helping us trail the integration please email me at matt at lauanchcloud dot com

 

Thank you

Matt 

 

Share this post


Link to post

Create an account or sign in to comment

You need to be a member in order to leave a comment

Create an account

Sign up for a new account in our community. It's easy!

Register a new account

Sign in

Already have an account? Sign in here.

Sign In Now