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mike.byron	Posted Sep 08, 2011 in: Next Action (todo) creation? Score: 0 mike.byron Posted: Sep 08, 2011 Score: 0 I segregate clients by folder. I typically only manage 20 or so accounts at a time so that isn't overbearing. Then I set a context for "where in the funnel" they are. Thanks for the answers. I look forward to this capability (along with other cool stuff).
mike.byron	Posted Sep 07, 2011 in: Next Action (todo) creation? Score: 0 mike.byron Posted: Sep 07, 2011 Score: 0 Maybe this is something that already exists but I haven't found it. I used to use Goldmine to manage my customer interactions. Now I use toodledo, complete with complex action plans I build in excel and import. One feature goldmine had that I loved was "next action". (I think it was called that) Basically (as an option to a to do item) when you completed a to do, it would create a new to do with all the same attributes as the last one, with a blank note and blank due date. I know I can accomplish the same thing by simply typing new note ;) but this was awesome for making sure I had at least one follow up action for every client. When I hung up the call, the next one was already scheduled even if it was just follow up in 6 months. Does this capability exist?

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Message

Posted Sep 08, 2011 in: Next Action (todo) creation?

Score: 0

mike.byron
Posted: Sep 08, 2011
Score: 0

I segregate clients by folder. I typically only manage 20 or so accounts at a time so that isn't overbearing. Then I set a context for "where in the funnel" they are. Thanks for the answers. I look forward to this capability (along with other cool stuff).

mike.byron

Posted Sep 07, 2011 in: Next Action (todo) creation?

Score: 0

mike.byron
Posted: Sep 07, 2011
Score: 0

Maybe this is something that already exists but I haven't found it.

I used to use Goldmine to manage my customer interactions. Now I use toodledo, complete with complex action plans I build in excel and import.

One feature goldmine had that I loved was "next action".
(I think it was called that)
Basically (as an option to a to do item) when you completed a to do, it would create a new to do with all the same attributes as the last one, with a blank note and blank due date.

I know I can accomplish the same thing by simply typing new note ;) but this was awesome for making sure I had at least one follow up action for every client. When I hung up the call, the next one was already scheduled even if it was just follow up in 6 months.

Does this capability exist?