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Old 01-21-2019, 08:25 PM  
Rochard
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Join Date: Dec 2001
Location: NORCAL
Posts: 72,854
Quote:
Originally Posted by 2MuchMark View Post
I just use Excel. I keep wanting to take the time to learn a better one but I always fall back to a basic spreadsheet.
Okay, so I am not the only one.....

At YNOT we use Salesforce, but I didn't like it.... I could set a task but then when I log into Salesforce to do something I have this notification telling me I need to do something else... It's distracting and things get lost. With a spreadsheet I can control everything. And I never delete anything, so if there is a problem two months from now I can go back and see every interaction with the customer.

I also do this for my personal business and my wife's business....
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