how to use evernote as a contact manager

Clipped items are stored in Notebooks and the application also supports keyword tags. Evernote’s webclipper allows users to save (“clip”) webpages for later viewing. The problems with bookmarking is that (1) we usually never go back to them or cannot find them when we need them or (2) the link is now dead because the site owner changed the url or is no longer hosting the website. Oftentimes we bookmark webpages for future reference. You will never have to worry about losing receipts again.ĭuring audit planning, I’m sure many of us search the web for news, audit programs, and best practices regarding the soon to be audit client. This can be done directly from your phone using the Evernote app (available for Android and Apple devices) or using your Evernote email address (note: Evernote assigns users a unique email that can be used to send items to your account). Simply take a photo of your receipt and send it to Evernote.

Well, it is great for tracking business receipts. Remember I said earlier that users can transfer photos to Evernote. (3) You can save a tree by handing the card back to them. This is useful if you remember where you met the person, but not their name. This allows you to search from a list of locations. Therefore, you can search for the person by name, title, location, etc. Here are the advantages: (1) Evernote recognizes the text on the card. The next time someone hands you a business card, send it to Evernote using your smartphone.

Sometimes it is very difficult remembering the name of the plant manager you met in Omaha, Nebraska 3 weeks ago while doing a field audit. What follows are 5 practical ways for auditors to store, organize and share information.Īuditors are constantly making new contacts. Additionally, you can access these same documents from any computer and most smartphones. You can transfer these items from any computer and most smartphones. Evernote is a service “in the cloud” that helps you “remember everything, communicate effectively and get things done ( Evernote provides tools that allow you to store notes, documents, photos, web pages, voice recordings, tweets and almost anything that you can imagine.

How to use evernote as a contact manager