Friday, November 9, 2007

Making written notes of client logins

This "tip" might seem pretty obvious, but it has saved me so many times that it seems worth repeating. Whenever I deal with a client's domain email addresses, or any functional related to his web site which requires a login, I always make written notes on it and save them. I usually just use Notepad for this, quickly typing out the information, dating it, and printing it. It then goes into the client's paper file. I also save the the little .txt file to a logical location in the client's digital file, but the paper copy is important to me, since I still like to work with paper for this type of thing.

I have one client who has so many logins for so many different 3rd-party software connected with her web site that I finally wrote up a master list of all of her username/passwords. This kind of task is admittedly tedious, but that having that information quickly and easily accessible can make the difference between me coming off as a professional, or not.

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