What do you use to track client data and logs and more?
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@scottalanmiller said in What do you use to track client data and logs and more?:
We use OneNote a lot. It works great. We use it in conjunction with OneDrive for Business and SharePoint all on Office 365.
I happen to have an O365 Business account.
Do you consider OneNote a safe and secure option for storing credentials, passwords, server logins?
How do you connect OneNote with OneDrive for seemless project info? Just a folder by client name or something? Can you create links between the two services? Can clients upload files into a folder you create for them?Might I ask how you set up information in OneNote? Like do you have a book for everything or do you break up books? What do you use the tabs and pages for?
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@guyinpv said in What do you use to track client data and logs and more?:
@scottalanmiller said in What do you use to track client data and logs and more?:
We use OneNote a lot. It works great. We use it in conjunction with OneDrive for Business and SharePoint all on Office 365.
I happen to have an O365 Business account.
Do you consider OneNote a safe and secure option for storing credentials, passwords, server logins?
How do you connect OneNote with OneDrive for seemless project info? Just a folder by client name or something? Can you create links between the two services? Can clients upload files into a folder you create for them?Might I ask how you set up information in OneNote? Like do you have a book for everything or do you break up books? What do you use the tabs and pages for?
OneDrive for Business is for "user" files. Our OneNotes for clients go in the "Clients Library" in Sharepoint and are tagged with client metadata. There should be no folders in Sharepoint (under most scenarios.)
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@guyinpv said in What do you use to track client data and logs and more?:
Might I ask how you set up information in OneNote? Like do you have a book for everything or do you break up books? What do you use the tabs and pages for?
@art_of_shred can talk about the design of the books better than I can.
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@guyinpv said in What do you use to track client data and logs and more?:
Do you consider OneNote a safe and secure option for storing credentials, passwords, server logins?
OneNote is fine. It's Sharepoint security that is of the concern here.
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@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
Do you consider OneNote a safe and secure option for storing credentials, passwords, server logins?
OneNote is fine. It's Sharepoint security that is of the concern here.
My O365 Business plan does not include Sharepoint I don't think. That is for Business Premium.
What does Sharepoint add as far as client notes that I can't do just with OneNote alone? -
@guyinpv said in What do you use to track client data and logs and more?:
What does Sharepoint add as far as client notes that I can't do just with OneNote alone?
Well it adds a wiki. But the big thing is that it hosts the OneNote files with user-level ACL. Very powerful.
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But the wiki is really useful. You can use the wiki instead of OneNote, too. They work quite differently. OneNote is good for rich content. Wiki is good for fast editing.
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@StrongBad said in What do you use to track client data and logs and more?:
But the wiki is really useful. You can use the wiki instead of OneNote, too. They work quite differently. OneNote is good for rich content. Wiki is good for fast editing.
I don't really understand a OneNote note as a "file".
In my O365 account, I cannot even access OneNote from the web browser, it just has an error:
It does tell me to go look in OneDrive for the notes, but I don't see any notes in OneDrive, I don't get it. Are notes stored in files? It's just weird.
I can see how a wiki could be useful, but a wiki is meant to be unstructured, while a database of clients and projects and work mixed with files and invoices and other stuff, doesn't come off as something that lends itself to a wiki.
I thought for sure there would be some popular "freelancer" or "self-employed" service/app that does all this stuff, rolled in to one. Maybe there is, haven't looked hard enough.
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One Note should be installed on your desktop if you have office 365. Think of OneNote as a binder. It has tabs for sections and individual pages you can put in each section.
First set one up on your desktop then save it to your OneDrive. There now you can access it online and edit etc.
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@Minion-Queen
I see what happened. It seems that all my notebooks went in to my personal hotmail account instead of the 365 account.
MS is a little goofy when it comes to trying to mix-n-match what is my personal acct versus the 365 one. -
@guyinpv said in What do you use to track client data and logs and more?:
@Minion-Queen
I see what happened. It seems that all my notebooks went in to my personal hotmail account instead of the 365 account.
MS is a little goofy when it comes to trying to mix-n-match what is my personal acct versus the 365 one.Oh yeah, that will do it
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@guyinpv said in What do you use to track client data and logs and more?:
@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
Do you consider OneNote a safe and secure option for storing credentials, passwords, server logins?
OneNote is fine. It's Sharepoint security that is of the concern here.
My O365 Business plan does not include Sharepoint I don't think. That is for Business Premium.
What does Sharepoint add as far as client notes that I can't do just with OneNote alone?We use metadata to make Sharepoint even more useful. Want to see all documents by customer? One click and you are there.
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@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
Do you consider OneNote a safe and secure option for storing credentials, passwords, server logins?
OneNote is fine. It's Sharepoint security that is of the concern here.
My O365 Business plan does not include Sharepoint I don't think. That is for Business Premium.
What does Sharepoint add as far as client notes that I can't do just with OneNote alone?We use metadata to make Sharepoint even more useful. Want to see all documents by customer? One click and you are there.
Not sure I understand the connection. So you're in a Sharepoint wiki and you "click a user" and then see all their OneNote notes and OneDrive files? Or are you keeping all their info just in Sharepoint?
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@guyinpv said in What do you use to track client data and logs and more?:
@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
Do you consider OneNote a safe and secure option for storing credentials, passwords, server logins?
OneNote is fine. It's Sharepoint security that is of the concern here.
My O365 Business plan does not include Sharepoint I don't think. That is for Business Premium.
What does Sharepoint add as far as client notes that I can't do just with OneNote alone?We use metadata to make Sharepoint even more useful. Want to see all documents by customer? One click and you are there.
Not sure I understand the connection. So you're in a Sharepoint wiki and you "click a user" and then see all their OneNote notes and OneDrive files? Or are you keeping all their info just in Sharepoint?
Not the Sharepoint wiki, we keep OneNotes in Sharepoint with metadata.
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@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
@scottalanmiller said in What do you use to track client data and logs and more?:
@guyinpv said in What do you use to track client data and logs and more?:
Do you consider OneNote a safe and secure option for storing credentials, passwords, server logins?
OneNote is fine. It's Sharepoint security that is of the concern here.
My O365 Business plan does not include Sharepoint I don't think. That is for Business Premium.
What does Sharepoint add as far as client notes that I can't do just with OneNote alone?We use metadata to make Sharepoint even more useful. Want to see all documents by customer? One click and you are there.
Not sure I understand the connection. So you're in a Sharepoint wiki and you "click a user" and then see all their OneNote notes and OneDrive files? Or are you keeping all their info just in Sharepoint?
Not the Sharepoint wiki, we keep OneNotes in Sharepoint with metadata.
So more like a document store?
Speaking of security, if a note is just a file in OneDrive, can't it be shared out to a client that way?
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@guyinpv said in What do you use to track client data and logs and more?:
So more like a document store?
Correct.
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@guyinpv said in What do you use to track client data and logs and more?:
Speaking of security, if a note is just a file in OneDrive, can't it be shared out to a client that way?
Should be able to, yes.
