Hi folks,

im relatively new to this (two weeks) and was wondering about the existence of the forum and also about the amount of tools in the international/english range.
Also i heard the first time about CRIMP and reflecting my doing in the last two weeks i get a little fear i belong to this group....
but i only want to have the right tool to start with in the beginning...(is that what CRIMPs always say?)

If you search for this tools in the german language you just get a few results.
That's why i started with CueCards but found on the same day MemoMaster and worked some days with it.
The limitation then was, that pdf could only be imported bit by bit.
Because of my lack of knowledge that there exists something like outliner software and PIM, i then started to look for DMS (document management systems)
and knowledge management. So i took a look at CroadX, Bitfarm Archiv and Lexican. I tried Lexican but it is very unreliable.
The next day i read about Keynote and at the same moment about RightNote.

I decided then for RightNote and worked several days with it, but now found a big limitation.
In addition two my desktop pc i wanted to use my notebook.
Since i didnt import the files as normal notes (because i wanted to have my files indexed, including the pds files), i imported them as links.
I thought in that way i would have the option to work on the original files additionally via the links.
Of course there would be a need of synchronizing those files.
Now it seems i cant set a relative path in RightNote.
I copied the whole folder where my documents came from on the notebook, but obviously the path to the files written in the notes was wrong.
Now i could update them bit by bit, which would kill me.
I then installed the portable version on the notebook, because i hoped there would be an option there, but couldnt find one.
Meanwhile i contacted the company and i'm waiting for a reply.
I read a post of someone who works with two computers on the same database when dropping it to dropbox.
But in my understanding i would have to drop the whole folder with my files also and this is about 3 GB.
I still doubt if that would work because i moved my dropbox folder on my pc to another location than "my documents".

Another problem would be to only export the new or changed notes. I thought i could do it if i add tags like "needs sync".
But i didnt find a way to export them all at once.

Now im searching for a (new) solution and read some days at this place.
I thought before i install and test several tools i could get some advice from you which tool would have the features i need.

So here is my feature wishlist:

Importing folders with their structure being reflected on the tree
Importing doc, txt, websites (html), pdf, must be indexed (searchable), optional jpgs
Exporting to rtf, doc html, pdf
Only export new/changed notes (maybe selected via tags), if possible in the original folder, import only new notes. What I mean is I want to keep the original folder in sync with the tree structure in the software.

(hyper)linking to other notes, documents and websites
Working with two computers on the data
tagging or priority or to-do

Optional:
Preview of pdfs and search results.

Show the search results in context.

Web-clipping (liked that very much in RightNote, when copied not only the raw text is imported but all the links worked for example. But maybe thats the normal case)

Contact form in the note, when the data fields could be exported
Need to explain this:
I get a lot of information by people/companies on the phone. I thought when writing the infos down it would be very good if the contact data like name, phone number etc.
could later be sent/extracted to another database (maybe csv or Excel) so i could import them in another tool like MyPhoneExplorer,
http://www.fjsoft.at/forum/viewforum.php?f=6&sid=9bccc21ab40003520d3bec83f8124a03
a tool i use with my android for my contacts and calendar, because i would contact them in the future being suppliers or customers.
In MemoMaster i could create a file mask but would only have the file mask and no possibility for writing down longer notes or edit them like in a RichView document.
In RightNote i could have done this maybe when using an Excel-like file. In RightNote it is called spreadsheet.
But then i wouldnt have all the possibilities to edit the notes as i would have when using a RichView file (hyperlinks for example).
I couldnt find a possibility to mix those functions in one file.

import or link to emails from Thunderbird

cti (Computer Telephony Integration) - well, would be a real luxury present but not really necessary as i could do it within MyPhoneExplorer.

Used system/files:
Windows XP SP3
Office 2003

P.S.:
Meanwhile i played around with Ultra Recall and realized that it can do most things. Like importing emails from Thunderbird and extracting the name fields from the contact template.
Still trying to get together all the relations and configuration of templates, attributes and forms.
There are great possibilities there but need to dive in deeper.

Where was the possibility to change the default contact template? I cant find it anymore.

I would be very grateful if you could help me with some hints which tool i should check!

Thank you very much!

cemski

Hi Cemski - welcome to the forum. Ultra Recall came to my mind as well, reading your specifications.

Thanks for answering Dr. Andus.

So i might be on the right path.

After several days of working with Ultra Recall i still have a problem of exporting properly to csv (or something else) for Excel.
I'd likt to export the informations of my contact form i've created, because i want to import the addressest into my android for example.
It doesnt work properly. The columns are shiftet. The difference is about 7 fields.
It works though when i export from the search result.
I could do a workaround as a do a search for a keyword i add like "contact".
But i would rather like to do it with all the notes from a contact folder or document from the tree.
Also i'd like to add a space (empty line) to the csv export.
I also tried html or oml, with no luck. Only the first field or the item note field was exported.
Is there anyone out there having experience with it?

Take a look at TreePad, It comes in various editions, works in multiple languages
( http://www.treepad.com/language_packs/ ) and has file format conversion utilities
( http://www.treepad.com/conversion_utilities/ ). It handles links well (CTRL-SHFT-H), but importing capabilities are limited. Currently I am using it to create a catalog of links to web pages, saved files, etc.

It has been around for a long time and its home is in the Netherlands. The company was started by a fellow named Henk. (I've forgotten his last name.)

Ultra Recall is my top app ... I'd suggest you to post your UR questions at kinooks forum:
http://www.kinook.com/Forum/forumdisplay.php?forumid=22

thanks for your suggestions.

@quant

yes, i konw the forum, but i had problems signing up. It is solved now.
Meanwhile i managed to export csv correctly.
It took me so long to find the function in the grid.
I still wonder though why it doesnt work properly from the export wizzard.

Thank you, too Cassius.
I'll keep that in mind.
At the moment im gonna deal with Ultra Recall.
It took me so long to set everything up.
Well it's not everything of course. But i think i can start now, as i solved most of my import and export issues.

cemski wrote:

At the moment im gonna deal with Ultra Recall.
It took me so long to set everything up.
Well it's not everything of course. But i think i can start now, as i
solved most of my import and export issues.

Hi Cemski (and, by the way, welcome to the forum)

UltraRecall is a very powerful program, but the multitude of panels and options it has can make its everyday use quite confusing. I have set up mine to look like a more typical three-pane outliner, a bit like Outlook email. Here's my setup:

Left column: Data Explorer
Middle column: Child Items
Right Column - Top: Item Details
Right Column - Bottom: Item Attributes / Item Notes / Search (as tabs)

The benefit of the above layout is that on the Data Explorer I only look at the folders. The folder contents (which can be too many to display on the tree) can be seen as Child Items. Then, I just select o Child from the list to view its Details.

As noted above, it's like having the left column for the mail folders, the middle for the message list, and the right for the actual message.

Wow!

Thanks Alexander,

didnt know one could setup the panes like this (a pane for the childs).
Everyday something's new and that's the difficult point about the flexibility.
First i started to search for a PIM, then i thought if it is possible to include a form in the item (it is).
So next thought is, if i could use Ultra Recall additionally as a CRM or even for billing.
I think for a kind of CRM i've already reached the point. Now i am thinking about a reasonable structure
but fear that this exceeds my conceptual skills as im totally new to database.
Any ideas how i could create a structure with billing?
Maybe someone has already done this?
Thanks!

Let me add this:

i dont want a big tool with calcualting and so on.
The aim would be to use the fields (attributes) fro the contact form (my own) for writing bills
and order acknowledgement (i hope this is the right word, my native language is german).
The only thing that would be important is, that the number of the bills have to be consecutive (ongoing, progressive).

Still i cant post in the kinook forum.
Maybe better to ask there i guess, but maybe also good to ask here :-)

cemski wrote:

i dont want a big tool with calcualting and so on.
The aim would be to use the fields (attributes) fro the contact form (my
own) for writing bills
and order acknowledgement (i hope this is the right word, my native
language is german).
The only thing that would be important is, that the number of the bills
have to be consecutive (ongoing, progressive).

There might be ways to do something like this with UltraRecall but, unless somebody has posted a ready solution at the Kinook forum, I believe it will be a lot of work.

I see two more practical approaches:

- Do the bills, invoices etc in Word / Excel with mail merge and output to PDF. You can then archive the PDFs in UltraRecall in folders, by customer, and flag them according to the state (fullfilled, sent, paid...)

- Use a programme with features more suitable for building a customer database; I suggest you try out http://brilliantdatabase.com/

Thanks again Alexander!

You can then archive the PDFs in UltraRecall in folders, by

customer, and flag them according to the state (fullfilled, sent,
paid...)

nice idea!

- Use a programme with features more suitable for building a customer
database; I suggest you try out http://brilliantdatabase.com/

Thanks for your advice. Prevents me from running in the wrong direction, maybe.
I'll take a look at that, though i would prefer something in german language.

Hi, I'm a little late to this topic.

I was in the same situation as you about 1.5 years ago, and I chose Ultra Recall. It has served me well, and I have customized it to no end.

Having said that, I am now converting to Zoot XT, and I could have saved myself a lot of conversion time if I had chosen Zoot in the beginning. The main reasons are 1) Zoot has a mail client, so processing email and tasks is so much easier. In UR, I was syncing mail and folders which takes a long time after the amount of content increases. 2) Zoot allows linked items to any existing item. This is a colossal time saver and makes cross referencing rather easy. The associated reason to move to Zoot is that tasks can be quickly created and organized, while in UR with Outlook I was facing limits on what I could accomplish.

I will post more in the "Zoot???" topic. This isn't a shot at UR - in fact I still find it incredibly useful - just that Zoot serves my particular needs a bit better.

Best, /Pavi

Thank you Pavi.

Though i appreciate your advice very much, it is - well, mybe too late ;-)
as i dont feel too enthusiastic in going through a process of trying and learning a software
like UR or Zoot again. Not at the moment.

The important factor which could change my mind is, how much of my 'wishlist' i wrote down in my
first post would be capable to accomplish with Zoot.

Maybe you would like to read over it again.
I post it here again:

Importing folders with their structure being reflected on the tree
Importing doc, txt, websites (html), pdf, must be indexed (searchable), optional jpgs
Exporting to rtf, doc html, pdf
Sync/Only export new/changed notes (maybe selected via tags), if possible in the original folder, import only new notes. What I mean is I want to keep the original folder in sync with the tree structure in the software.

(hyper)linking to other notes, documents and websites
Working with two computers on the data
tagging or priority or to-do

Optional:
Preview of pdfs and search results.

Show the search results in context.

Web-clipping (liked that very much in RightNote, when copied not only the raw text is imported but all the links worked for example. But maybe thats the normal case)

Contact form in the note, when the data fields could be exported
-----------------------------------------------------------------------------------------------------

I have this problem with UR at the moment, which i also posted here:
http://www.kinook.com/Forum/showthread.php?p=20255#post20255

When i capture a webpage into UR, i cant sync it to the folder on my harddisk.
The manual is clear about it as it writes:

"Note that if an Info Item listed in the search results already has a valid, populated URL attribute value, the Info Item will be synced to this
existing location and not to the location specified by the Search Info Item's URL attribute. To export the search results to a specific location, instead use the Export Wizard."

This is a heavy drawback for me.
If i would use the the Export Wizard i would have to do it bit by bit and could not just export all the newest items or changed items,
as i would have to specify the data type and the folder in the Export Wizard.

Does someone have an idea how i could circumvent this?
---------------------------------------------------------------------------------------------------------------------------


Thank you!