Using Gmail I include important notes when I load clients' information, including where I met them and what they purchased from me. Then I can look it up later, by simply typing in one name - like a hostess's name - and then see all those I met through that person. I can also look up clients by typing in a keyword in the 'search contacts' bar, to find which clients purchased a particular product from me, to then contact them for a reorder.
Megan Mazer, Tastefully Simple Gourmet Foods Consultant
Pennsylvania
Labels: getting organized