how to use evernote as a contact manager

Since everything in OL syncs with my iPhone/iPad, it makes it very easy to use. While I keep some key contacts in Evernote, they are all dups of my master contact list in MS Outlook. Guys, moving all my filing into evernote - however i followed some guidelines regarding saving customer contacts. When assigning a Notebook, the note is locked in no additional notebooks can be assigned

One of the primary pros for Tags is that multiple entries are allowed. I know the pros and cons of each field, and I select what's appropriate. >Kind of reeling with the thought of only 2 notebooks but intrigued.Įvernote provides two fields for note organization Notebooks and Tags I have not transferred the tags to the backup files, but I store a copy of the metadata appended to the note contents. It's quite functional, but I prefer Evernote. Storage is on the Evernote servers, with full copies on my Mac and iPad. Įvernote is my document storage platform over 12,000 notes and 10GB What is y ou main document stor ag e platform and do you use the same methodology there ? I use iCloud as my main storage and ha ve thought about using EN for that but haven’t made that jump. I also use a prefix naming standard so the hierarchy is reflected in the tagname. The Windows/Mac platform display a tag tree structure in the sidebar >im findign it hard to drill a search down can you point me in the right direction for searches andperhaps automating them with some kind of filter pop out? I would identify the contact note with both a company and contact tag.įor example, I would have a master note titled ?Brown, Stu >guidelines regarding saving customer contactsĮvernote is a generic filing tool, so there's nothing special about contacts. The Windows/Mac platforms support a hierarchical tree structure and organizing tagsĮvernote doesn't support 'Folders' I find the tag methodology works well.įor example, instead of filing an Insurance document in folder/subfolder/subfolder/.

Tags are the primary resource for organizing notes They serve a purpose private/share, local/online, offline. Also are there any notebook tag comments fo r newbies?

How to use evernote as a contact manager