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Thread: Maintaining records for inquiries

  1. #1
    Cyburbian rosierivets's avatar
    Registered
    Nov 2006
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    Illinoize
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    240

    Maintaining records for inquiries

    How does everyone handle filing their inquiry projects? I've been creating a manilla file folder for each one and if it moves into a *real* project with an actual submittal I transfer all of the materials from it to the project file. I've been considering moving everything into digital files and scanning all my pre-app stuff since so many of these types of projects never come to fruition. Any suggestions or pitfalls? I don't suppose anyone has created an amazing Access database with reports sorting inquiry, pending, and complete projects and would like to share?
    How about you take a gander at making an executive decision for once, huh?

  2. #2
    Cyburbian vagaplanner's avatar
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    Jan 2006
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    Yo momma's house!
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    296
    I keep what I call a "development contact file" for each year. Every time someone calls about development of a piece of property, I type up a summary of what we talked about, print it and put it in this file. But not separate files for every inquiry. Holy cow!! That's would be a lot of manilla files.

  3. #3
    Cyburbian Richmond Jake's avatar
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    Aug 2001
    Location
    Jukin' City
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    16,884
    I've never created "files" for notes from pre-app meetings. If I do take notes, they go into a "special" file that is transfered into the "round" file when an application is submitted. Cuts down on the material you need to provide resulting from a public records request. Yeah, I'm probably breaking the law but try to catch me and prove it.

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