General discussion


Managing your client's details

By liamfoneill ·
I am eager to learn how other IT consultants manage and store their client's details. By details I mean client's wifi password, email passwords, hosting account info, static ip addresses etc. We currently use OneNote 2007 for it's flexability and security features like password protected sections. However it can get hard to manage after 30 or so clients. Does anyone else use other solutions such as access databases to store this data?

This conversation is currently closed to new comments.

Thread display: Collapse - | Expand +

All Comments

Collapse -

I am more eager to learn

by santeewelding In reply to Managing your client's de ...

How you do it. Instead of finagling my way into a client system directly, your trove about the client and the system would be faster.

Collapse -

same question

by cito In reply to Managing your client's de ...

i also use onenote and it has been great for searchable notes and info on clients and procedures. however, as we grow and hire more people, i don't want to have to buy versions of onenote for everybody. any ideas? i use for customer communications, lead tracking and customer relations management, but am scared to put important security info there.

Related Discussions

Related Forums