This also means that I will re-screen you should you try to set up an appointment again. If you have seen me before, I will be keeping your information for future reference requests. Originally Posted by YummyMarieThe way I store numbers is the initial of the city they are located in, then their FIRST name ONLY, then if they aren't not screened, I add a N/S after their name. The reason I put the initial of the city is so when I'm traveling I just hit BR - and all my Baton Rouge contacts are listed there so it's easy for me to send emails to all of them individually. Not everyone checks for ads on the various websites, besides it's a nice personal touch as I never send out mass emails. The reason I save their name is they usually call back after I give them the screening requirements and my availability, and I want to be able to remember who's calling for my convenience and for better customer service. Once a week or if I have time to kill whilst I'm out, I'll search on N/S and delete old contacts. No sense in having a bunch of clutter in my phone.
The way I store numbers is the initial of the city they are located in, then their FIRST name ONLY, then if they aren't not screened, I add a N/S after their name. The reason I put the initial of the city is so when I'm traveling I just hit BR - and all my Baton Rouge contacts are listed there so it's easy for me to send emails to all of them individually. Not everyone checks for ads on the various websites, besides it's a nice personal touch as I never send out mass emails. The reason I save their name is they usually call back after I give them the screening requirements and my availability, and I want to be able to remember who's calling for my convenience and for better customer service. Once a week or if I have time to kill whilst I'm out, I'll search on N/S and delete old contacts. No sense in having a bunch of clutter in my phone.This post made this thread so worth it!!! Thanks Olivia!!!
Also, since our client lists are our business, I strongly suggest backing it up. It doesn't have to be on a super server somewhere, it can be on something as innocuous as a jump drive. Personally, I use a Blackberry so my contact list, email and access to the various websites are all on one device. I always, always, always check before I leave anywhere, the nail salon, a restaurant, ANYWHERE, I check to see that I have it with me, and I leave it in my car for any new client. You never know.
Originally Posted by OliviaHoward
The way I store numbers is the initial of the city they are located in, then their FIRST name ONLY, then if they aren't not screened, I add a N/S after their name. The reason I put the initial of the city is so when I'm traveling I just hit BR - and all my Baton Rouge contacts are listed there so it's easy for me to send emails to all of them individually. Not everyone checks for ads on the various websites, besides it's a nice personal touch as I never send out mass emails. The reason I save their name is they usually call back after I give them the screening requirements and my availability, and I want to be able to remember who's calling for my convenience and for better customer service. Once a week or if I have time to kill whilst I'm out, I'll search on N/S and delete old contacts. No sense in having a bunch of clutter in my phone.a well organized provider.... next thing you know she will have a SQL database with her clients in it....
Also, since our client lists are our business, I strongly suggest backing it up. It doesn't have to be on a super server somewhere, it can be on something as innocuous as a jump drive. Personally, I use a Blackberry so my contact list, email and access to the various websites are all on one device. I always, always, always check before I leave anywhere, the nail salon, a restaurant, ANYWHERE, I check to see that I have it with me, and I leave it in my car for any new client. You never know.
Originally Posted by OliviaHoward