Saving customer directions on your computer?

Discussion in 'Trucking Electronics, Gadgets and Software Forum' started by 88 Alpha, Nov 29, 2012.

  1. 88 Alpha

    88 Alpha Trucker Forum STAFF Staff Member

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    I know this should be an easy thing to do, but I cannot figure it out.

    How you save directions to customers on your computer? I have Microsoft Works, Open Office, and Libre but I am not well versed in any of them. What I am trying to do is be able to save customer information (Name, Address, City/State, phone number, and Notes (this is where the directions would be put, as well as other notes, ie parking available). I would then like to be able to search my computer for the customer name (ie, Publix Store #1383).

    I'm guessing I am trying to make this more complicated than it should be as I suppose I could simply open MS Notepad and enter all of the information and save it as the customer name in a customers folder. When it comes time to refer to that customer again, open the folder and scroll down to find the specific customer.

    I have been writing mine down in a small notebook for years. Once the notebook is full, toss it, grab a new one and start again. Having computers with large hard drives, I figure there has to be a better way for long term storage of the information.

    Any ideas on how to achieve what I am trying to do and how do you save yours?

    Thanks for any help.

    88A
     
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  3. STexan

    STexan Road Train Member

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    With Open Office and a little guidance from the help section, you can build a simple database would be the best long-term solution that easily allows for edits and custom searches. Or use the contact database system your phone uses.

    Also, you can go to Staples or Office MAx and get an "inexpensive" contact management system. Also, play around with Bing Maps, Google Maps, and Mapquest. These all allow you to create user specific lists of stored locations to include a variety of information and allows for cloud storage for access from anywhere.
     
  4. jbourque

    jbourque Heavy Load Member

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    i used 4x5 cards and kept them in a plastic recipe box. have directions dating back as far as 40 years. when one got full just started a new one, they dont take a lot of room in the truck. and possibility of someone stealing a plastic recipe box has got to b around zero. b safe out there jon
     
  5. Turtles

    Turtles Light Load Member

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    I use Evernote.

    Notes, photos, web clips of Google map, audio notes. All searchable, and synced to all my devices.

    Every piece of paper I handle goes into the data base. The text recognition is amazing, from just a cellphone photo.

    Sent from my PC36100 using Tapatalk 2
     
  6. 88 Alpha

    88 Alpha Trucker Forum STAFF Staff Member

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    I was afraid someone would say a database. I have played with the Open Office database builder in the past, but I couldn't get it to do what I wanted it to do. It sounds like I will have to take another look at trying to use that. I realize creating a database shouldn't be too difficult, but it has been.

    I will certainly look into your other suggestion about "inexpensive" contact management systems.
     
  7. STexan

    STexan Road Train Member

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    I worked with MS Access for several years building some rather complex apps so I guess I take too much for granted. But a simple database, with a simple form for entry/edits, and a few report list could be done in less than an hour once you get over the first few hurdles. It's good to learn a database app, because once you do, you see all sorts of other places they can be implemented. I prefer to work with Access because it's more user friendly and powerful as you decide to go deeper and further with your custom apps, but it's not free as is Open Office.
     
    88 Alpha Thanks this.
  8. 88 Alpha

    88 Alpha Trucker Forum STAFF Staff Member

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    I have used the recipe card trick in the past but for whatever the reason, I stopped doing that. I recently had a run where I delivered to multiple grocery stores (not something we normally do). Some of the stores had plenty of room to turn around in, should you come in the wrong way, some, if you went in the wrong way just keep on going and figure out how to come in the the correct entrance. Once that day was done, I broke out my index cards and wrote the directions down, including exactly how to get in the right way for the docks.

    Using the index cards is the very reason I began to wonder about how to create an electronic version of them.
     
  9. 88 Alpha

    88 Alpha Trucker Forum STAFF Staff Member

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    I forgot I had that on my phone and my laptop. That is another program I have only played with (not gotten real serious about using), but that might work out very well for me.
     
  10. STexan

    STexan Road Train Member

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    I'd think there would be a sensible, basic smartphone contact mgmt app that does this as well but printing lists or cards may be a problem
     
  11. 88 Alpha

    88 Alpha Trucker Forum STAFF Staff Member

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    I knew there would be some smart folks out there who understood what I was trying to do and be able to dumb it down enough for me to grasp the concept.

    Drivers are no longer "just a driver". We all have different backgrounds and with forums such as TTR, we bring different stuff, ideas,etc to the table to help others.

    Thanks for all of the ideas. I think it is time I learn some of the programs and apps I have, instead of "playing with them".

    I really appreciate the help. Gotta go load the wagon.

    88A
     
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