Somewhat OT - ACT Goldmine replacements

J

John H.

Keywords: Act Goldmine Tahoe free equivalant replacement.

John H. posting from work.

Last night I was digging around looking for a contact manager with
history again. This time, my wife needed it for work. Here is what I
found:

There aren't that many available for small businesses and I found out
why. I've been looking in the wrong place: Most office products which
include a database, will have this feature as a template or a Wizard
that the user can build themselves.

Not free (but included if you have it) - Microsoft Access under File,
New, the "Databases" tab, you will find a contact manager. Follow the
wizard through the setup, and bingo, you're done. Setup time - 15
minutes.

Free Nagware - IIRC EasyOffice has a contact manager with history and
notes as part of the base install. Setup time - 0 minutes. No wizard,
because it's already set up.

Open Source - OpenOffice 2.0 Base - Ok so it doesn't have a full
database Wizard, but the table Wizard has "Customers" and "Tasks" that
will build these tables for you, and the Form Wizard will build you a
customers form with subform for the task history. Query Wizard and
Report Wizard should be just as easy. Setup time - 45 minutes. I
still have more to do with the reports but at least I can enter data.

Conclusion - I've had a harder time doing an Excel spreadsheet. These
are easy, and you own them (more or less).

John
www.jhoodsoft.org
 
D

Duddits

John H. posting from work.

Last night I was digging around looking for a contact manager with
history again. This time, my wife needed it for work. Here is what I
found:

Have you looked at Essential PIM?

hth

Dud
 
C

Craig

John said:
Keywords: Act Goldmine Tahoe free equivalant replacement.


Not free (but included if you have it) - Microsoft Access under File,
New, the "Databases" tab, you will find a contact manager. Follow the
wizard through the setup, and bingo, you're done. Setup time - 15
minutes.

Free Nagware - IIRC EasyOffice has a contact manager with history and
notes as part of the base install. Setup time - 0 minutes. No wizard,
because it's already set up.

Open Source - OpenOffice 2.0 Base - Ok so it doesn't have a full
database Wizard, but the table Wizard has "Customers" and "Tasks" that
will build these tables for you, and the Form Wizard will build you a
customers form with subform for the task history. Query Wizard and
Report Wizard should be just as easy. Setup time - 45 minutes. I
still have more to do with the reports but at least I can enter data.
Sweet write-up, John. Thx!

-Craig
 
J

John H.

Checked it. No history in Contacts in EssentailPim. it's still a
terrific program and getting better all the time. It's a general PIM
though. Small business CRM solution? Not so much...

Seems to be better to roll your own as I mentioned previously.

John H.

www.jhoodsoft.org
 
J

John H.

Checked it. No history in Contacts in EssentailPim. it's still a
terrific program and getting better all the time. It's a general PIM
though. Small business CRM solution? Not so much...

Seems to be better to roll your own as I mentioned previously.

John H.

www.jhoodsoft.org
 

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