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deciding for an outliner software for a newbie
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Posted by cemski
Mar 9, 2013 at 11:16 AM
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.
Posted by Alexander Deliyannis
Mar 12, 2013 at 09:21 AM
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.
Posted by cemski
Mar 13, 2013 at 02:18 PM
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!
Posted by cemski
Mar 13, 2013 at 03:00 PM
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 :-)
Posted by Alexander Deliyannis
Mar 14, 2013 at 09:41 PM
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/