Remove Books Remove Email Remove Phones Remove Staples
article thumbnail

3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder.

Filing 100
article thumbnail

3 Easy Tips for Keeping Your Client Information Organized

Office Organization Success

Creating a Client Contact Sheet which contains your client’s name, address, email, phone, fax and any other contact information that you want to keep a record of is a useful template to have. Once you’ve printed out the Client Contact sheet, staple it to the inside left cover of your client folder.

Filing 100
Insiders

Sign Up for our Newsletter

This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

article thumbnail

12 Business Productivity Tools They Can Not Live Without.

Stephanie LH Calahan

Work With Stephanie « Link Lineup: Time Management, Org Tools, Focus Concentration and Top Mobil Phone Apps | Main | Are you Time-challenged Tim or Non-productive Nancy? We use it to track the paperwork for my special needs daughter, articles, books, websites, etc. Smart Phone!! And it's a PHONE!

Filing 100
article thumbnail

Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

" That is what I heard from her as we were talking on the phone.  It allows us to easily email branded invoices to our clients, which they can then pay by mail or online. By recording payments as we receive them, we can just as easily monitor overdue payments and send email reminders.   OK! 

article thumbnail

Productive Networking: 22 Ideas to Organize Business Cards for Effective Followup

Stephanie LH Calahan

In addition to the name, phone numbers, company, and e-mail, include where and when you met the person, who introduced you, and why you might want to contact him/her in the future. Booking Notebook. Staple the cards into a little notebook, one card per page. From Clutter To Actionable Information. The business cards?

article thumbnail

Colour Coding Works.

Laughing all the Way to Work

I was in back-to-back Committee meetings and I decided to use two different colours of folders, a blue one for the Committee members, with an attendance sheet stapled to the inside cover for my purposes, along with their meeting packages, and a red one for the Chair with everything the Chair was going to need. Excellent material!

article thumbnail

How to Use Evernote: 22 Ways

Ian's Messy Desk

In a nutshell, you can save anything to this program and access it from your computer, from the web, or even your phone. See a book you want to read? Evernote provides a unique email address to send information to your account. Evernote on a mobile phone can geotag the photo. Did we mention that it’s free?&#.