A program/software that keeps tasks, contacts & informat
August 2nd, 2013
So basically the story is like this, I work at this office which is family owned and recently started, but the boss doesn’t know English too well so I usually create forms and pick up phone calls. The thing is, we only use Microsoft Excel to place a spreadsheet of contacts and a customer listing. We want to be able to fit comments and tasks under each customer contact (on the rows) so we know what orders to fill and etc.
I wasn’t sure how to word this on a search engine, so I tried “task manager” (which we are used to seeing as the thing on the computer), “to-do list manager”, “software for tasks”, “management programs”, but they gave me results to programs that do other things like manage finances and personal to-do lists.
We want to be able to have a list of customers and have a note on the side on what we need to fulfill to the customer and other important messages. We also want to be notified when task we put under a customer is close to come so we can be alerted.
Is this possible? I’d much appreciate if anyone can name any reliable programs that does this!
Thank you!
MS Access:
http://office.microsoft.com/en-us/access/
Chandler:
http://chandlerproject.org/
Evernote:
http://www.evernote.com/
Thank you!