<html xmlns:v="urn:schemas-microsoft-com:vml" xmlns:o="urn:schemas-microsoft-com:office:office" xmlns:w="urn:schemas-microsoft-com:office:word" xmlns:st1="urn:schemas-microsoft-com:office:smarttags" xmlns="http://www.w3.org/TR/REC-html40" xmlns:ns0="http://schemas.microsoft.com/office/2004/12/omml"> <head> <META HTTP-EQUIV="Content-Type" CONTENT="text/html; charset=us-ascii"> <meta name=Generator content="Microsoft Word 11 (filtered medium)"> <o:SmartTagType namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="PostalCode"/> <o:SmartTagType namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="State"/> <o:SmartTagType namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="City"/> <o:SmartTagType namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="place"/> <o:SmartTagType namespaceuri="urn:schemas-microsoft-com:office:smarttags" name="PersonName"/>  <style>  </style>  </head> <body bgcolor=white lang=EN-US link=blue vlink=purple> <div class=Section1> Al<o:p></o:p> <o:p> </o:p> When you say you put in the due date, what do you mean? There is no due date field in an Outlook contact record. Do you mean you set a reminder appointment in the calendar? <o:p></o:p> <o:p> </o:p> Are you using regular Outlook, or do you have the business manager add-in?<o:p></o:p> <o:p> </o:p> <div> Dean<o:p></o:p> <u1:PERSONNAME u2:st="on"><st1:PersonName w:st="on">Dean May</u1:PERSONNAME></st1:PersonName>             cell 812.239.3359 <o:p></o:p> PianoRebuilders.com   812.235.5272 <o:p></o:p> <u1:PLACE u2:st="on"><u1:CITY u2:st="on"><st1:place w:st="on"><st1:City w:st="on"><u3:place u4:st="on"><u3:City u4:st="on">Terre Haute</st1:City></u3:place></u1:CITY></u3:City> <u1:STATE u2:st="on"><st1:State u5:st="on"><st1:State w:st="on">IN</st1:State></u1:STATE></st1:State>  <u1:POSTALCODE u2:st="on"><st1:PostalCode u6:st="on"><st1:PostalCode w:st="on">47802</st1:PostalCode></u1:POSTALCODE></st1:PostalCode></st1:place></u1:PLACE><o:p></o:p> </div> <o:p> </o:p> <div> <div class=MsoNormal align=center style='text-align:center'> <hr size=2 width="100%" align=center tabindex=-1> </div> From: pianotech-bounces@ptg.org [mailto:pianotech-bounces@ptg.org] On Behalf Of AlliedPianoCraft Sent: Saturday, April 12, 2008 10:19 AM To: <st1:PersonName w:st="on">Pianotech List</st1:PersonName> Subject: Re: Customer Database<o:p></o:p> </div> <o:p> </o:p> <div> Michelle, I have been using Outlook for all my customer information. I set up a date when the piano should be tuned again and it reminds me when the date comes up. Each time I tune the piano I put in the new due date. It also keeps all my tuning records, quotes, temp & humidity etc. All this information syncs with my PDA. You can use it to send your email also. It also has a great lookup feature. Last week a customer calls using a different name. (Her granddaughter had called originally.) She said she wanted to go ahead with the work I had quoted her. I couldn't find the record, but she gave me her address. I did a lookup with the street and her record came right up. Works great for me. I keep all my income information in Quickbooks.<o:p></o:p> </div> <div>  <o:p></o:p> </div> <div> Al Guecia<o:p></o:p> </div> <blockquote style='border:none;border-left:solid black 1.5pt;padding:0in 0in 0in 4.0pt; margin-left:3.75pt;margin-top:5.0pt;margin-right:0in;margin-bottom:5.0pt'> <div> ----- Original Message ----- <o:p></o:p> </div> <div style='font-color:black'> From: <a href="mailto:michelle@smithpianoservice.com" title="michelle@smithpianoservice.com">Michelle Smith</a> <o:p></o:p> </div> <div> To: <a href="mailto:pianotech@ptg.org" title="pianotech@ptg.org">'Pianotech List'</a> <o:p></o:p> </div> <div> Sent: Saturday, April 12, 2008 9:01 AM<o:p></o:p> </div> <div> Subject: Customer Database<o:p></o:p> </div> <div> <o:p> </o:p> </div> Hi guys.  I’ve been talking to my brother-in-law (who is a programmer) about creating a customer database for my business.  It would of course have all the usual fields concerning customer information, piano information and date the piano was last tuned.  The thing I’m really wanting that I haven’t seen in other software programs is for it to send me reminders based on when the piano was last tuned instead of when it should have been tuned.  For example, I have a customer set up for reminders every 6 months.  If they wait a couple of months to have their piano tuned, I want the program to automatically shift future reminders based on their most recent tuning date.  <o:p></o:p> <o:p> </o:p> In addition to this, we’re working on a feature that would automatically send e-mail reminders to customers.  <o:p></o:p> <o:p> </o:p> This information would hopefully be transferrable to a spreadsheet on my PocketPC then I could also conceivably enter the info at the customer’s home and then sync it with the main database when I get home.  <o:p></o:p> <o:p> </o:p> Has anyone seen a piece of software like this?  I don’t want to reinvent the wheel.  <o:p></o:p> <o:p> </o:p> Michelle Smith<o:p></o:p> Smith Piano Service<o:p></o:p> <st1:place w:st="on"><st1:City w:st="on">Bastrop</st1:City>, <st1:State w:st="on">Texas</st1:State></st1:place><o:p></o:p> <o:p> </o:p> <o:p> </o:p> <o:p> </o:p> </blockquote> </div> </body> </html>