PChefRenee
Silver Member
- 100
Help! I am really trying to make my 3 contact calls a day, but I can't seem to get organized. I am curious as to what other consultants do. When I call the customer, I want to have their order history in front of me so I can ask them about specific products, etc. The problem is I have a lot of customers, I can't imagine printing an order history for each customer, because you can only print 1 customer report at a time. I know I can see it in it in P3, but I am not always in front of my computer when I make my calls. The log that PC has doesn't seem to work too well for me. I am thinking of some kind of tickler file notebook and have dividers by date then put my call backs behind the date I when need to call them back. Am I trying to make this too difficult? Would you keep a page for each customer? I don't want to make this a maintenance nightmare, but on the other hand, I would really like a well organized system that is easy to keep up with. I am open to all suggestions.