[PLUG] Contact Manager
Richard C. Steffens
rsteff at comcast.net
Thu Mar 30 18:49:48 UTC 2006
Rich Shepard wrote:
> On Thu, 30 Mar 2006, Richard C. Steffens wrote:
>
>> I find myself in need of a contact manager (so I'm told!).
<...>
> I currently use jpilot (the Palm PDA desktop, available at
> http://www.jpilot.org), and have done so for the past decade. I use the
> note feature for each record to track contacts.
That could be useful, as I will probably be getting a Palm one of these
days.
> Also, I'm working with the developers of xrms to get their contact
> manager
> working with postgres ('cause I don't like MySQL). This is more of a sales
> management/lead tracking/customer relations (whatever that means)
> application than is the PDA's addressbook and datebook.
This is probably the right idea.
> What, specifically, do you need -- or are told that you need -- and why?
> That'll help focus replies.
The new business is real estate (I got my broker's license a few weeks
ago). Tracking potential buyers and sellers will probably be the bulk of
my use of the tool. The recommendation was to start creating a list in
Excel and then import it into whatever contact manager I end up with.
I'm still getting my feet wet. I'm sure I'll figure out more of what the
tool needs to do as I go along. I'm assuming the usual stuff, name,
address, phone number(s), and e-mail will do for a start. I notice that
one of the tools (Evolution, I think) has entries for birthdays, and
other personal stuff that a good salesman would want to respond to. I'm
not as yet sure just how much of that I'll really need.
Somewhat of an aside: I was disappointed that the local Multiple Listing
Service site requires the use of IE 5.5 or above. However, I've
learned that the reason is that the service was built back before
broadband was common and relies on active-x for much of its
functionality. They tell me that they are working on a replacement site
that will be able to run on other browsers.
I was pleased to discover that Oregon Realty's web site will work in
other browsers. I can work in it with Konqueror or Firefox. Also, I get
an Oregon Realty e-mail address that forwards to one of my own
addresses. I tested it and looked at the headers. I was surprised and
pleased to see that my message passed through SpamAssassin in its travels.
--
Regards,
Dick Steffens
http://oregonrealty.com/dicksteffens/
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