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Old 08-20-2008, 10:37 AM
NvestWeb NvestWeb is offline
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Join Date: Aug 2005
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Default Re: Client Management & Billing

Don’t shortchange the solution that’s probably already on your Desktop; Microsoft Outlook. Most people don’t realize there is a time tracking built-in in the form of “Journal” (Depending on your version, it’s most often Contacts|Actions|New Journal entry). Each entry can have a user-prompted stopwatch keep track of the time; or, you can just enter it on your own. It can categorize the type of Activity, too, e.g., phone call, fax, document, etc. To do the roll-up of time, you can turn to the Activities tab in the Contact record, and select only “Journal”.

Additional features under the Contact tab system include being able to attach documents to a contact, categorize contacts into groups, etc. And, keeping track of everything within Outlook also brings into view any associated emails to this contact (Contacts|Activities|Email); this is the same as doing a search on emails but without having to use the search menus.

It’s not the level of a billing system similar to the responses above (we use QuickBooks for billing and Outlook for time tracking) but it can be a handy, all-in-one solution. You can assign reminder flags, too, to contacts, or emails.

Peter

Sales is more than just a numbers game...
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