S
Siva
Guest
I have been using the trial version of Quickbooks Customer Manager. It is a version 1 product and there are several limitations to it including lack of category association with todos. Otherwise this could be adapted for GTD on a desktop. I liked many of the features. Atleast I know what is it I would like in a project/contact/task management software.
But this is a ver 1 software and does not integrate fully with Outlook. So I am looking for a software which has the following features. Appreciate if anybody have any inputs on these.
Must haves:
1. Contacts list
2. Projects list that could be tied to contacts. Also one could create appointments and todos associated with that project and any of the contacts.
3. A way to link files (any document) to a project and contact. This is critical.
4. A todo list that displays contacts and projects associated with that action item (and preferably a category).
5. Ability to sync with outlook.
QBCM can do all these except syncing robustly with outlook.
Thanks for your inputs,
Siva
But this is a ver 1 software and does not integrate fully with Outlook. So I am looking for a software which has the following features. Appreciate if anybody have any inputs on these.
Must haves:
1. Contacts list
2. Projects list that could be tied to contacts. Also one could create appointments and todos associated with that project and any of the contacts.
3. A way to link files (any document) to a project and contact. This is critical.
4. A todo list that displays contacts and projects associated with that action item (and preferably a category).
5. Ability to sync with outlook.
QBCM can do all these except syncing robustly with outlook.
Thanks for your inputs,
Siva