Personalization Equals Success
March 10, 2014Strengthen your planner with a personal touch. Adding forms and tabs specific to your needs such as the Financial Plans Supplement, or the year
at a glance Fold-Out Calendar can make your planner a more robust tool. You may also choose to keep extra business cards, photos, and extra pages for notes all neatly contained in your planner.
See all Calendar additions here.
See all planner Forms and Tabs here.
I purchased the planning software so that I could personalize many of the forms before I even printed them off. It is awesome. For example, on my grocery list I have already added the items that I purchase every week. On meeting forms, I fill in the date, meeting name, and any other pertinent data that I know ahead of time. I keep pretty much my whole life in my planner and I never have to search for information anywhere else. I love it.
Like you, my entire life is in my Planner, and I also have the Forms Software. I like it as far as it goes, but wish it were a bit more customizable – I\’d like to be able to add columns, for example, or delete some of the columns. You used to be able to do that when the Forms Wizard first came out, but it hasn\’t been an option since then.