I'm going to move further towards the paperless frontier this upcoming tax season. I plan on acquiring the Fujitsu Scansnap scanner which I believe comes bundled with Adobe Acrobat.
I realized today that I could probably stand to have a better contact management program. I save copies of emails sent/received manually to individual client folders in my documents. It would be nice to have something that automated that function. Does Act do this? If not what other software might streamline this area? I'd like something where at a glance I could see appointments, schedules, contact information, emails etc.
Thanks
Carolyn
I realized today that I could probably stand to have a better contact management program. I save copies of emails sent/received manually to individual client folders in my documents. It would be nice to have something that automated that function. Does Act do this? If not what other software might streamline this area? I'd like something where at a glance I could see appointments, schedules, contact information, emails etc.
Thanks
Carolyn
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