Remembering Everything: Evernote

The most important thing about taking care of your customers is remembering what they need and what you promised them.

There are a lot of note taking apps: Microsoft OneNote, Springpad, Simplenote, etc.

The one that I use, and have used for years, is Evernote. They have three levels of subscription: Evernote Basic, Evernote Plus, and Evernote Premium. Basic is free. Plus is about $25 per year and premium is about $45 per year.

The basic package allows you to synchronize notes across devices. If you enter a note on your desktop, you can access it on your tablet or smartphone.

Plus adds the feature of 1 gig of storage and the ability to forward emails to your Evernote account.

Premium has features too numerous to mention. Just go www.evernote.com to compare.

I'm going to go into detail on how I use Evernote over the course of this week.

The most important use of Evernote for me is the ability to forward emails that need to be followed up on to Evernote. When you forward the email, you send it to a unique email address that Evernote assigns to you. Then you can use special coding in the subject line to alert you when you need to be reminded. For example, in the subject line, after the subject text, you can add something like "!tomorrow @Todo". (No quotation marks.) The code "@Todo" puts the email into a folder that you have created--the Todo folder. You can name your folders anything you want.

The next day, Evernote will sent a reminder to your email that this particular email needs to have something done about it. This is especially good when the reminder is for next week, next month or next year. You can specify a date by using the coding "!2016/01/15" which means you'll get a reminder on January 15, 2016. (Note YYYY/MM/DD) (Again, no exclamation marks.)

The email forwarding feature is available only with Plus or Premium, but is essential if you do a lot of emailing. It is the feature that makes Evernote unique.

Tomorrow I will discuss using Evernote, top to bottom.