I'm not talking the dev code; I'm talking communications, time spent (for billing), invoices, dates/meetings, etc.
tia, --Mike
I use Evernote for personal and professional journaling. In general I create one note per day for each role. Highly recommended. Malcolm
--- StripMime Report -- processed MIME parts --- multipart/alternative text/plain (text body -- kept) text/html ---
On 2017-07-11 16:19, Malcolm Greene wrote:
I use Evernote for personal and professional journaling. In general I create one note per day for each role. Highly recommended. Malcolm
Thanks, Mal. So do your write during the day as events occur, or just at the end of the day in summary? And then how do you use/organize those notes in the future?
Thanks, Mal. So do your write during the day as events occur, or just at the end of the day in summary? And then how do you use/organize those notes in the future?
Journaling appears to be the "hip thing" these days (google for more on this topic). I was skeptical at first, but have found the practice of keeping daily personal and professional journals invaluable. My personal style is to create single line categories (follow-up, look-at, personal, idea, etc) and add bullets underneath. I use strikeout formatting to mark items as complete. And red ink, yellow highlighting and bold/italic to make certain notes pop out when I'm reviewing in the future.
I use my journals as both todo lists and as diaries. Whenever possible, I update them throughout the day. I try to start my next day's journals at the end of each day although I'm not adamant about this practice.
I find my professional journal to be a great aid for completing customer timesheets. It's easy to forget all the things you may be doing on behalf of a project or client.
There are many products you can use for journals. I like Evernote because it's easy to use, available on all my devices, and captures and images, files and hyperlinks vs. just text.
Malcolm
When I started my business in 2000, I looked around and couldn't find anything that I like and was as integrated as I'd want.
I ended up building my own system that had contacts, companies, projects, activities, invoices, and accounts receivable with reporting mostly to help pay taxes.
Don't be afraid to build something (over time) that fits exactly what you want to do with your business.
-Kevin
-----Original Message----- From: ProFox [mailto:profox-bounces@leafe.com] On Behalf Of mbsoftwaresolutions@mbsoftwaresolutions.com Sent: Tuesday, July 11, 2017 3:54 PM To: ProFox Subject: [NF] What do you use to manage your clients & notes/work for each?
I'm not talking the dev code; I'm talking communications, time spent (for billing), invoices, dates/meetings, etc.
tia, --Mike
[excessive quoting removed by server]
Kevin- Are you a small business person who does a little programming, or a software developer? I ask because I started with dBASE II and found it a 'business person's language', but there doesn't seem to be one for Linux unless you subscribe to some proprietary system.
If you are the former (like me), what O/S, Language, Database did you use?
I've been looming for about 22 years.
John
On 07/11/2017 01:22 PM, Kevin J Cully wrote:
When I started my business in 2000, I looked around and couldn't find anything that I like and was as integrated as I'd want.
I ended up building my own system that had contacts, companies, projects, activities, invoices, and accounts receivable with reporting mostly to help pay taxes.
Don't be afraid to build something (over time) that fits exactly what you want to do with your business.
-Kevin
-----Original Message----- From: ProFox [mailto:profox-bounces@leafe.com] On Behalf Of mbsoftwaresolutions@mbsoftwaresolutions.com Sent: Tuesday, July 11, 2017 3:54 PM To: ProFox Subject: [NF] What do you use to manage your clients & notes/work for each?
I'm not talking the dev code; I'm talking communications, time spent (for billing), invoices, dates/meetings, etc.
tia, --Mike
[excessive quoting removed by server]
Hello John,
I'm a software developer. More or less.
My system has had a long and varied journey.
1. Version 1 started out as VFP9 with VFP tables. 2. Version 2 migrated to PostgreSQL tables, still with a VFP9 client 3. Version 3 then went to RealBasic (which later became Xojo) with PostgreSQL tables and ran on both Windows and Linux. 4. I was toying with creating a Web version using a Xojo web project but I don't think I'll get to that now that I have full time employment.
PostgreSQL has been excellent. Never a hiccup. Xojo is also excellent and highly recommended for VFP developers. It's nice to get away from all of the Windows shenanigans over the years and be able to run Linux day in and day out. I wish my day job had more Linux in it.
-Kevin
-----Original Message----- From: ProFox [mailto:profox-bounces@leafe.com] On Behalf Of John R. Sowden Sent: Tuesday, July 11, 2017 5:53 PM To: profox@leafe.com Subject: Re: [NF] What do you use to manage your clients & notes/work for each?
Kevin- Are you a small business person who does a little programming, or a software developer? I ask because I started with dBASE II and found it a 'business person's language', but there doesn't seem to be one for Linux unless you subscribe to some proprietary system.
If you are the former (like me), what O/S, Language, Database did you use?
I've been looming for about 22 years.
John
On 07/11/2017 01:22 PM, Kevin J Cully wrote:
When I started my business in 2000, I looked around and couldn't find anything that I like and was as integrated as I'd want.
I ended up building my own system that had contacts, companies, projects, activities, invoices, and accounts receivable with reporting mostly to help pay taxes.
Don't be afraid to build something (over time) that fits exactly what you want to do with your business.
-Kevin
-----Original Message----- From: ProFox [mailto:profox-bounces@leafe.com] On Behalf Of mbsoftwaresolutions@mbsoftwaresolutions.com Sent: Tuesday, July 11, 2017 3:54 PM To: ProFox Subject: [NF] What do you use to manage your clients & notes/work for each?
I'm not talking the dev code; I'm talking communications, time spent (for billing), invoices, dates/meetings, etc.
tia, --Mike
[excessive quoting removed by server]
Since I run multiple (20 or 30) projects at the same time, I struggled for a long time to find a tool that I could use and develop the disciple to use on a daily basis. Finally I settled on a free-ware tool called ToDoList by AbstractSpoon. It can be customized and used in a lot of different ways, but I just create a New Task for each new project, I've setup a series of status codes like Prelim, NDA Signed, Quote, Development and Completed. I also use a priority code from 1 - 10 to group statuses and to help me identify each morning the top priorities for the day. When I start working on a task, I start the timer and I can override the time spent if I forget.
This tool has revolutionized the way I do things and it is incredibility helpful in letting me keep notes as I work on a project such as key contacts, or even dated notes like verbal quotes etc that might exist for a project. You can even create nested sub-tasks, expected completion dates, due dates, categories, tags, sources, and even links to external files. I've customized labels and lists and other things that make it work better for me. I cannot recommend it more highly. It works like I do and helps me get rid of all the post-it notes and notepads scattered all over my desk. I can even set the Expected cost of the project and then filter to get a total dollars in my development pipeline.
Who would have thought a simple free-ware program would have saved me so many times and motivate me at the same time.
Check it out: http://abstractspoon.weebly.com/
Paul H. Tarver Tarver Program Consultants, Inc. Email: paul@tpcqpc.com
-----Original Message----- From: ProfoxTech [mailto:profoxtech-bounces@leafe.com] On Behalf Of mbsoftwaresolutions@mbsoftwaresolutions.com Sent: Tuesday, July 11, 2017 2:54 PM To: profoxtech@leafe.com Subject: [NF] What do you use to manage your clients & notes/work for each?
I'm not talking the dev code; I'm talking communications, time spent (for billing), invoices, dates/meetings, etc.
tia, --Mike
[excessive quoting removed by server]
-
John R. Sowden -
Kevin J Cully -
Malcolm Greene -
mbsoftwaresolutions＠mbsoftwaresolutions.com -
Paul H. Tarver