![]() NUMBER 12 E-MAIL -Īnyway, I don't see way how can I drag anything to drop into Favorite bar. So I created layout I like and want to save it somehow. I am working with Mac, probably doesn't matter. Here is some additional advice on phone templates.Įdit: I would also use Windows auto-date feature liberally throughout the day on each call Ctrl + If the office is filled with steady inbound calls, I might create a half-dozen of these empty templates in advance. Get a call? click template instant-access icon, copy it (right click), then add conversation details to the copied note. Or copy an existing one.Ĭheck out the 3rd template mentioned here - it could be modified for inbound calls: Or a more complicated, but much more powerful methodĢ.) Create an empty phone template in Evernote. The title of each note would contain critical information about the call - date, person, and key discussion point (for accurate searching) I would make sure each phone call is on an individual page so that I would have separate notes for every call. There are two different ways I would address this.ġ.) At the end of the day, I would rip out the day's handwritten phone logs and scan them into Evernote. I think it should only take a few seconds to go from viewing the template in our shared notebooks to having a few hundred of your own on hand ready to go, instantly available when needed.ĭoes this work for you? If not, what were you hoping to see? Select several of these copies at a time and you can copy ten, twenty, or thirty of them. The same thing goes for all of the other templates in Daniel's shared notebook. Just change the titles and content to your heart's content. enml/.xhtml if you want to get into the nitty gritty of creating things.Īs for customizing them and having them available at any time, they ought to work fine. I think you'll have to become familiar with KustomNote or. So we go back to basics, how to create template and how that set it in Evernote so it becomes part of it, or at least instantly available when needed? However there is no crucial instructions, how to create template in the first place? I could make it myself but don't know how? It will not be graphical marvel but it will be very functional. I checked shared notebook and closest one was Leave the Message thing. In your templates I didn't find what I was looking for. I found some advices how to make templates in Evernote but I never succeeded making one. It should have quick check off fields and data expected. It would very much help if I could create an Evernote form or template so every note has uniform look. I created notebook called Phone Calls and I create record every time somebody calls. ![]() So to make life easier I decided that Evernote is way to go. Obviously, there is no much automation is possible here, I can use headset that will free my hands for note taking / typing and that is about it. Every day I make note of date and when somebody calls in or I call out I note time of call and on the right side of red line I try to capture some useful info, like phone number, names, organization, topic, e-mail and technical details or requirements. ![]() I have notebook at my desk, simple school stuff with vertical red line on the left. Making some notes represents direct support to actual sales activities. Simply people or companies call and either ask something, get some info or order over the phone. Except e-mail, phone calls are second or maybe first most important activity I do for living. I am salesman sitting by the phone about 10 hours every day.
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