[thelist] client management software

[Jeniffer C. Johnson]

Yes, I'd kind of figured out that Outlook might be made to handle this, but 
it appears to be beyond me to actually DO this. I have wasted two entire 
weekends trying to figure it out, much to my dismay. *G* At this point, I'm 
willing to pay for a stand-alone application, or for someone to adapt 
Outlook to my needs. (Anyone interested in doing so may contact me off 
list...hehe.) I don't have enough hair left to spend any more time 
attempting to do it on my own.

Jeniffer


At 12:41 PM 7/9/2003 +1000, you wrote:
>Not what I use per se, but Microsoft Outlook does most of the things you
>want.
>(you'll need to add some custom "user-defined" fields to Contacts" to track
>the extra stuff).
>
>Cheers
>Ken
>
>~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
>From: "Jeniffer C. Johnson" <lead at offlead.com>
>Subject: [thelist] client management software
>
>
>: Okay, I'm just going to ask. What do you professional web folks use for
>: tracking your client info? I've been looking, and clearly NOT finding an
>: application which will combine the things I would like, which are:
>:
>: - The usual contact management stuff, name, email addy, address, etc
>: - Domains -- which the client has, what registrar they're registered with,
>: whether they handle the registrations or I do, and if I do, the expiration
>: dates (with the ability to remind me a month out that the account is
>coming due
>: - Hosting info -- again if it's hosted with me or with another company,
>the
>: packages they have, expiration dates, plus usernames/passwords used on the
>: account, reminders on due dates
>: - the ability to track the above two items for more than one site when a
>: client has more than one
>:
>: It would be a bonus if all of the above could be handled on my desktop
>: machine, and the data synched with my pda (palm os). I can't seem to find
>: anything in between a run of the mill contact management software, and a
>: full blown CRM software that does accounting, sales tracking, etc, which
>: are features I neither need nor desire. I don't want a full project
>: management application either, though the ability to tie in a simple task
>: list with the above items would be helpful.
>:
>: Jeniffer
>
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