Anyone have a good software suggestion to keep notes on clients?
Clients keep calling and emailing with updated info.
I keep going into the tax program and jotting down note there.
Would like something more efficient.
SumwunLost wrote:But, with Word, isn't too easy to type something that doesn't belong there? I do that more than I like in Excel (and occasionally Word). If it auto-saves before you notice, you are buggered.
zl28 wrote:anyone have a client management program?
CAnopy?
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