how to use evernote as a contact manager

Neither the macOS nor iOS know anything about Evernote contacts. For example, on Mac and iOS, it is easy to share or send documents to contacts that are stored in OL. 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