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Old 08-02-2012, 07:13 PM
lavaticflower lavaticflower is offline
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Client Note Software: One Note or

I was looking at One Note and have been contemplating whether or not to use it, in conjunction with QB Pro, for storing client data (notes, contracts, etc.). I'm assuming (I currently don't use One Note; I use Evernote) that One Note works with QB Pro at this point.

For services rendered to clients, I keep "notes" for each service that I perform (I'm a pet sitter). In QB Pro 2010, there is no field where I can keep ongoing notes or other data such as agreements, scanned images, etc. Therefore, I'm wondering which 3rd party software would be the best for managing my data, as well as, syncing with QB Pro (for the financial data).

I have really enjoyed the Customer Module, for financial and contact information, but wish it provided a section or sub-module for collecting and storing unlimited amounts of data pertaining to other essential client data.

Just looking for advice or direction. Thank you.
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