![]() ![]() Given that the content in the CRM in this case is just a digest, keeping it in plaintext is fine, and the only actual change you make to the system is the addition of a URL field. It comes in handy for personal and business purposes alike. I've had good success with users summarising their notes to a digest in the CRM, and providing a link out to the externally hosted note content (whether an upload of a photo, or a link back to OneNote share link etc). Evernote is a comprehensive application that offers an intuitive workspace for managing notes, ideas, lists and events into one place. The question becomes: what do you bring back into the CRM? ![]() ![]() Id given Evernote a try, but it doesnt have as rich of formatting options. Those who are digital to begin with are usually writing in OneNote/EverNote/Apple Notes because it links to other devices they already use, and lets them categorise/tag in a way they can find the notes afterwards. I went back and forth from keeping notes, links, and more scattered around. ![]() It is worth considering that those who write in notebooks need to share their notes - so will either photo/scan, or type a digest in afterwards. In a Note, we can write note, checklist, insert pictures, insert attachment (pdf, doc, xls, etc), links, etc. Before you get to Word/OneNote, lets start with the more basic digital divide: those who write in notebooks and those who do not. Coming from Evernote where everything is a Note. Note taking is an interesting one as it can be a very personal thing, and I am loathe to try and change something so ingrained into our habits without an appropriate sweetener. ![]()
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