Comments on: Storing Your Contact Lists

By: Alyson Stanfield

Wed, 23 Jan 2013 04:20:14 +0000

In reply to Herb Reed.

Herb: Hang on! Bootcamp just started and we’ll get to that.
There’s a search box in the sidebar on the right.
Glad you’re here!

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By: Herb Reed

Tue, 22 Jan 2013 19:00:06 +0000

Alyson . . .
I’m a watercolor artist and a new Bootcamper; as such I am revamping my website, bizcards, letterhead . . . the works. Do you have a newsletter or blog on developing a style sheet. It seems that I’ve seen reference to this, but can’t locate it.
And, how do I do a search of your blogs and newletters for a specific item of interest?
I look foward to the next 12 weeks of work and fun.
Herb

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By: Pam Wingard

Mon, 13 Jun 2011 19:21:31 +0000

Those of you using Outlook for contact management, do you use the optional Business Contact Manager portion of Outlook? Since I already have all my personal contacts in Outlook, I thought it might be easier to keep it all together in one place. However, I would like to record when I contacted various prospects and details of my conversation (such as I used to do years ago as a sales person using ACT). Do any of these software programs do that well? Thanks! Pam

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By: Ali Marie @ Dolan Geiman

Sat, 12 Mar 2011 22:48:40 +0000

I, too, am able to manage our entire contact database via Outlook. I’ve experimented with a couple alternatives, but always seem to come back to Outlook. I religiously save e-mails and can use the Search function to find the entire correspondence history for that particular contact. The add-in SimplyFile is a great investment to expedite e-mail organization. If I have a phone conversation with the contact, I’ll often just e-mail myself notes from the conversation or save in the notes for the contact. We use PatronMail for our e-mail newsletter. We encourage subscribers to update their preferences with their complete contact details in each newsletter and then I export new /updated subscribers once a month. All buyers (Etsy, art fairs, etc.) are entered into Outlook with various categories to help sort contacts. In the notes for each contact, their purchase history is recorded. There are many instances in which a client has requested a list of their purchases to insure their artwork.
Enjoy the blog! Thank you.

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By: Lisa Call

Sat, 12 Mar 2011 14:52:14 +0000

In reply to Alyson Stanfield.

Yes – thank you!

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By: Leah M

Sat, 12 Mar 2011 08:12:46 +0000

In reply to Alyson Stanfield.

Ok – my confusion stems from the notion I had that you were updating all of these programs manually and individually rather than importing records to each of them as needed/updated – presumably from your Filemaker database?
My master list is held in my Outlook database, replicated on my blackberry and parcelled out as needed to MailChimp and Simply Accounting — obviously neither of the latter two need all of my personal contacts along with my business contacts. The blackberry sure does though: I have put that little thing to amazingly heavy use since I got it.
Leah M

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By: Alyson Stanfield

Sat, 12 Mar 2011 04:40:11 +0000

In reply to Lisa Call.

Lisa: I search it ALL the time. And I update it frequently: with something a customer writes or something I find out about the person.
When I was starting the Conspiracy, I went through and marked all of the people I wanted to be my beta testers. Then I could pull them up as a group.
I also print lists. Right now I’m using a list for my peeps in North Carolina – sending them postcards to invite them to my workshop there.
Does that help?

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By: Alyson Stanfield

Sat, 12 Mar 2011 04:35:15 +0000

In reply to Leah Murray.

Leah: Really not much work at all.
You’re exporting and I’m importing. We seem to be using the same number of programs.

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By: World Spinner

Sat, 12 Mar 2011 00:29:36 +0000

Storing Your Contact Lists — Art Biz Blog…
Here at World Spinner we are debating the same thing……

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By: Lisa Call

Fri, 11 Mar 2011 22:27:55 +0000

Alyson – do you do anything with your contact list when it is in filemaker or just use it as storage?
I’m putting all of my contact info into my CRM software – from there I will sync it to any other location (such as my phone or email program) where I might need the info.

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