Poll: Do you keep your clients' contact details in an organized manner?
Thread poster: ProZ.com Staff
ProZ.com Staff
Local time: 06:20
SITE STAFF
Oct 11, 2014

This forum topic is for the discussion of the poll question "Do you keep your clients' contact details in an organized manner?".

View the poll results »



Direct link Reply with quote
 

Julian Holmes  Identity Verified
Japan
Local time: 22:20
Member (2011)
Japanese to English
Hmm - Other Oct 11, 2014

In a systematically chaotic way.

Besides, they are becoming fewer and fewer - I've sheded some who have turned into monster customers in the past few years. In terms of organization, it makes thngs a lot easier but makes me a little more worried that I might be putting all my eggs in one basket.


Direct link Reply with quote
 

Teresa Borges
Portugal
Local time: 14:20
Member (2007)
English to Portuguese
+ ...
Yes Oct 11, 2014

In my own organized manner, not someone else...

Direct link Reply with quote
 

EvaVer  Identity Verified
Local time: 15:20
Member (2012)
Czech to English
+ ...
Yes, Oct 11, 2014

how could anyone manage without it? Unless they have a very low number of clients.

Direct link Reply with quote
 

Thayenga  Identity Verified
Germany
Local time: 15:20
Member (2009)
English to German
+ ...
Yes. Oct 11, 2014

EvaVer wrote:

how could anyone manage without it? Unless they have a very low number of clients.


Direct link Reply with quote
 

Tim Drayton  Identity Verified
Cyprus
Local time: 16:20
Turkish to English
+ ...
I see no need Oct 11, 2014

I have worked with vast numbers of clients over the years, some of whom I never hear from again and some of whom I do. I see no need to keep contact details. If somebody decides to work with me again, they invariably e-mail me and the chain of contact is thus re-established. As far as invoicing particulars go, I find the last invoice that I issued to that client and use it as a template - that is the only record I need.

Direct link Reply with quote
 

Yetta J Bogarde  Identity Verified
Denmark
Local time: 15:20
Member (2012)
English to Danish
+ ...
Yes, Oct 11, 2014

Of course, I would get totally stressed out if I did not work in an organized way with a system to find all details right away.

In the long run it pays off and saves time.

[Edited at 2014-10-11 12:24 GMT]


Direct link Reply with quote
 

Michael Harris  Identity Verified
Germany
Local time: 15:20
Member (2006)
German to English
Other Oct 11, 2014

I assign all customers a number for invoicing purposes, and that was it

Direct link Reply with quote
 

David Wright  Identity Verified
Austria
Local time: 15:20
German to English
+ ...
How organised is organised Oct 11, 2014

The addresses are each in a separate word file serving as template for an invoice, but as for email addresses - I have to rely on autocomplete if it's someone I haven't heard from for a while!

Direct link Reply with quote
 

neilmac  Identity Verified
Spain
Local time: 15:20
Spanish to English
+ ...
Other Oct 11, 2014

I keep a folder for each client, which contains folders for each year, month, day etc. Their contact details will be in there somewhere, or in my email adresses.

I'm not really known for my organisational skills.


Direct link Reply with quote
 

Triston Goodwin  Identity Verified
United States
Local time: 07:20
Spanish to English
+ ...
Yes Oct 11, 2014

I have an excel sheet with current clients on one page, old clients on another, and potential clients on the last. I don't use it very often, as most of that information is in the emails we exchange and each client has their own folder in my inbox.

Direct link Reply with quote
 

Sheila Wilson  Identity Verified
Spain
Local time: 14:20
Member (2007)
English
+ ...
Sort of Oct 11, 2014

My excel spreadsheet is organised but it isn't quite up-to-date or complete. I doubt it ever will be.

Direct link Reply with quote
 

Christine Andersen  Identity Verified
Denmark
Local time: 15:20
Member (2003)
Danish to English
+ ...
Other Oct 11, 2014

I record them in a searchable table in Word.
Some might call it chaotic, but it works fast and reliably for me.

There are columns for Name and Address and VAT no. formatted to be copied directly to an invoice, and a column for rates and one for comments.

This last means anything from Trados scale used, preferably mine, to 'Only pays when reminded' in large red letters, to 'merged with XX' and a date, or in one sad case, which I haven't the heart to delete, 'Bankrupt 2010'.

I do not delete them, because the comments are useful reminders about any who only turn up very occasionally. Some are great to work with, but only rarely need anything in Danish translated, and in other cases there are good reasons why I prefer to turn them down!


Direct link Reply with quote
 

Sheila Wilson  Identity Verified
Spain
Local time: 14:20
Member (2007)
English
+ ...
My comments field is useful, too Oct 11, 2014

Christine Andersen wrote:
a column for rates and one for comments.

This last means anything from Trados scale used, preferably mine, to 'Only pays when reminded' in large red letters

I hope our files aren't covered by those PC laws that say you can't hold derogatory comments about anyone.


Direct link Reply with quote
 

Jenny Forbes  Identity Verified
Local time: 14:20
Member (2006)
French to English
+ ...
Yes, of course ... Oct 12, 2014

Yes, of course I keep a record of my clients' full contact details - in a perfectly simple Word file arranged in alphabetical order, easy to search, update and add to, with a comments column. It's also useful when I get those Blue Board messages from Proz asking for information about outsourcers. I'm amazed to hear that some translators don't consider it necessary to keep such contact details.

Direct link Reply with quote
 


To report site rules violations or get help, contact a site moderator:

Moderator(s) of this forum
Jared Tabor[Call to this topic]

You can also contact site staff by submitting a support request »

Poll: Do you keep your clients' contact details in an organized manner?

Advanced search






PDF Translation - the Easy Way
TransPDF converts your PDFs to XLIFF ready for professional translation.

TransPDF converts your PDFs to XLIFF ready for professional translation. It also puts your translations back into the PDF to make new PDFs. Quicker and more accurate than hand-editing PDF. Includes free use of Infix PDF Editor with your translated PDFs.

More info »
SDL Trados Studio 2017 Freelance
The leading translation software used by over 250,000 translators.

SDL Trados Studio 2017 helps translators increase translation productivity whilst ensuring quality. Combining translation memory, terminology management and machine translation in one simple and easy-to-use environment.

More info »



Forums
  • All of ProZ.com
  • Term search
  • Jobs
  • Forums
  • Multiple search