Prospective
Keep a record that is quick to review
History explains the sequence of conversations. A date, a subject and useful points provide better reference points than memory alone. Record the expressed need, the response and what was agreed. This prepares the next conversation from precise details.
Preserve the difference between a fact and an action
A past conversation should remain readable when new information arrives. Do not replace it with the next reminder. Keep the note in history and prepare a separate task for the next step. You can then find both the course of the relationship and actions still expected.
In your working day
A contact returns to an earlier decision. Find the date and context, then add the outcome of the new conversation. The relationship retains its continuity.
Three steps to get started
- 01
Date useful conversations
- 02
Keep decisions and their context
- 03
Create upcoming actions separately
Your software, bought once.
A perpetual licence gives the right to keep using the purchased version without a time limit. Pay for the software once and keep your working habits. Your database stays on your PC or local network.