Import your contacts and begin the reminder cycle

Posted January 29th, 2009 by Dane

To get your database full of your client data, you can import your contacts into Clientlunchbox.

All you need is a Comma Seperated Values (CSV) file of your contact database.

Don’t worry, it’s as easy as sending an email to figure out…

For help exporting your contacts from Outlook or another database, find the help section and search for “Export Contacts CSV”

After you have your CSV file…

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Here’s how to do it

And when your finished…

Now with your contacts imported, you can sort them into groups like “past clients” or “referral clients” and setup a group reminder.

Or just make a client feel special by creating an individual birthday reminder.

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Quick Fix Technique To Get More Done In 2009

Posted December 16th, 2008 by Dane

click the play icon on the video below

Get the latest Flash Player to see this player.

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In the video I forgot to show you the daily reminder emails… Your daily reminder emails will also show your To Do’s that need completed. Now you can be CERTAIN to never forget another task!

When you get an email here is the example subject line:

In this case it looks like I have 2 to do’s to complete, and if I open the email it will list out my to do’s!

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Questions on this feature? Make a comment below and I will answer your question personally.

The Next 3 Features

Posted October 21st, 2008 by Dane

Based on what you have voted for, here is what we will be working diligently on.

1. Importing and exporting of contacts.
2. Ability to add a clients email address when sending a contact from your email.
3. Groups and tagging

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Would you like to make sure we don’t miss something when we make these features?

Post your comment below and let us know!

The ClientLunchbox Interface

Posted September 4th, 2008 by Dane

Let’s start this journey off together with a screen shot of the contacts area…

Of course we are still in development so things will change, but one thing that will never change is our mindset. We look at software a bit differently than most do…

The most important question we continue to ask ourselves is “What can we remove?” and not “What new features can we add?”

We are tired of useless features that just complicate software. It’s time to build simple software that does what you want, and then gets out of your way.

Questions about the screenshot? Post a comment below.