Organizing correspondence

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Posted by Amontillado
Dec 9, 2018 at 07:30 PM

Thanks for all the suggestions.

Right now, when I start a mass-mail argument, I begin with a Numbers spreadsheet. One row per contact, with columns for address, greeting, and any other fields I want to merge into a letter.

Nisus Pro prints letters and envelopes.

After the columns of merge fields, I create columns of checkboxes, titled after letters sent. That way, I can check off some recipients in a new column and export just the checked rows to a CSV file which is then ready for use with Nisus for merging.

Until I find or write something more organized, I’ll use this setup. In Devonthink, I’ll have a group for the mail project, with subgroups for subsequent conversations with individuals. When a letter or email gets a response, I’ll tag it as having gotten a response and possibly with needing a follow up from me.

One thing I haven’t done in the past is use a “no response yet” tag per individual I send a letter or email to. Kind of a manual thing to do, but I need a better way of finding who I haven’t heard from yet.

Thanks for the tips, all.

Posted by washere
Dec 9, 2018 at 10:01 PM

Google sheet might be worth a look, cells can have a formula or even Form content:

https://zapier.com/learn/google-sheets/spreadsheet-crm/

https://www.youtube.com/results?search_query=google+sheet+crm

Posted by Steve
Dec 10, 2018 at 02:57 PM

I think Libreoffice will do the job for you.

You need a “real” contact database that integrates with a word processor. Libreoffice has that.

https://www.libreoffice.org/

The database comes with templates to track contacts:
https://www.libreoffice.org/discover/base/

Someone wrote an extension for it to do mail merge:
https://extensions.libreoffice.org/extensions/mail-merge-db

Steve

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