GENBOX-L Archives

Archiver > GENBOX > 2003-08 > 1060364239


From: "Cheri Casper" <>
Subject: [GENBOX] What Do I Need to Ask Aunt Martha
Date: Fri, 8 Aug 2003 10:37:19 -0700


I often keep a running list of questions that I want to ask a specific
person when I call them or visit in person, like Aunt Martha. In my old
program I had to make an "event" to record such info.

In GenBox I use the Individual Notes for Aunt Martha, make a header
QUESTIONS and then start itemizing the questions with dates that they have
come to mind. This is really helpful when you have contacts who do not have
e-mail (are you listening, Uncle Evan?). That way I don't forget what I
need to ask or what I need to clarify, or what I would like them to send me.
Then when I am on the telephone with Aunt Martha, I can open up her record,
flip to the Individual Notes, and ask my questions. I then have the option
to delete them or retain them. What I normally do is record the answers
with the date and leave them intact for reference. Then I can open up a
second Individuals View, go to the person to whom the question/answer
pertains and complete entering the information & data that Aunt Martha gave
me, citing a telephone interview or personal interview as the source. This
really speeds up the process and I often have the source already created
except for the date. Really anal types could copy the questions & answers
from the Individual Notes and paste them into the Source as well either as
notes or Extracts, depending on their preference.

I don't know if anyone else is using this method, but I thought I would
share it in case someone finds it useful.

CheriC


This thread: