Best way to keep a log about a person?
January 14, 2013 1:02 PM Subscribe
We have a person we have to deal with on an ongoing basis for a legal issue who is a bit of a PITA and we have been asked to start documenting our contact with her. How?
posted by JoannaC to Grab Bag (11 answers total) 4 users marked this as a favorite
What I am struggling with is how to keep everything organized together: emails, phone calls, dates and times of things, receipts, and so on in a way that we can synthesize it in response to queries. So if the lawyer calls us (as he did today) and says 'give me the dates of the last three times you went to city X, what time she got there for the meetings you scheduled, what you talked about at the meetings,plus receipts for the hotel during that visit' we can pull it up in a minute. Also, if something has a document (or more than one document) that goes with it (e.g. there was a phone call, then an email, which resulted in a document plus a receipt plus a reference to a past document) how we can somehow keep everything organized together so they cross-reference each other.
So...print everything? Scan receipts and write up meetings and then forward to gmail and tag? Some iPad app I haven't thought of yet? I can't quite get my head around the easiest way to manage all those bits of info (emails, phone calls, personal contacts, notes, receipts etc.) so that we can easily pull it together to answer a query like the one above.