Hi, I am in the process of starting my own small business and I have hit a sticking point with how the whole idea of Contact Management fits in with GTD.
To me Contact Management is tracking all calls, emails, meetings, tasks, sales leads etc associated with a specific Contact/Company.
Traditionally I would use ACT! for this, and here is the problem. If I follow GTD, or my understanding of GTD, unless something is date/time specific it should not go on the Calendar (ACT) it should go on a Next Action list. Now this is fine, but from a Contact Management perspective the information link is broken. I use MLO for my Next Action lists, Projects etc. With ACT! everything has to be dated and attached to a Contact/Company.Any task within ACT really ends up looking like a daily ToDo list because everything has to be dated.
How does everybody else manage Contact information?
I am starting to think I am really getting overly concerned about this, and it is probably because of my previous conditioning working with Contact Management software in the past. But it does worry me that I will regret at some point in the future not having information attached to Contacts.
Then again, speed wise and simplicity, just working from MLO and Next Action lists will probably pay dividends.
I just seem to get in a twist about things at the moment, should a Call go into ACT or into MLO on my @Calls list.
I keep trying to break away from ACT, use Outlook for Contact etc. But in the end I keep coming back to ACT mainly because I am not a big Outlook fan.
Tried most Contact Managers, and the only thing that looks like it might be a reasonable replacement, from just a Contacts/Calendar perspective, is Time&Chaos. With Time & Chaos I can see I would work primarily from MLO, just using Time&Chaos to reference Contact details, appointments etc.
So I either have an overly complex system with ACT and MLO, or a really simple system with Time&Chaos and MLO. The latter system would make me enter all of the information apart from Time Specific, into MLO. Which I can see the benefits of, everything more or less in one place.
But I just wondered how others dealt with Contact Specific information/data?
Has anybody else managed to break away from what I would call this 'Contact Management mentality' and have there been benfits from doing so?
The most important thing is really to get the Next Action done, regardless of the system. But at the moment, because I do have doubts about where things should go, which system, things are starting to backlog and stall.
Any help or guidance would be much appreciated, I just feel lost at the moment as to the best way forward.
All the best