Hey everyone! It’s Day 9 of the 30 Days of Faves Blog Party and today I’d like to share with you a quick “new” thing I just discovered about the SendOutCards system.
As you might remember, you can add notes to the Contact Manager when you enter a new person. These notes serve as great reminders about conversations or people you meet at networking events. They can also be a great way to keep track of items your customers have purchased so you can follow up with them and ask them how they like it.
While this is a really awesome feature and saves time and frustration trying to remember all these things, there’s actually a way to search for notes too!
There’s a menu that allows you to type in a date range to find notes. When you click “enter” it has the contact’s name, date of the note and the actual note itself. That way you can scan the list to find whatever you’re looking for.
So how exactly would you use this?
One way I thought of immediately is say you attended a networking event last month and you can’t remember the name of the real estate agent that you met. You could type in the date of the networking event (or maybe a few days if you didn’t get to enter the information immediately) and all the notes you entered would display. Then you can just scan the notes to find “real estate agent” and click on her name to get the details.
Easy peasy!
If you would like to see this feature “in action”, let me know! I’d love to set up a Free Gift Account for you to let you try the system.
