Levenger Circa vs. Classic Planner for Salespeople

I am a salesperson and am looking for any suggestions on using the Levenger Circa collection for tracking client information, activities and to-do's.

For quite some time, I have moved back and forth between the two formats. Sometimes the classic format seems to work better as the task list, note pages and forms are all readily in view and in a manageable size. However, the Circa offering does provide significant flexibility and quite frankly, has great quality and looks very professional in client meetings.

So, your help is much appreciated. Please, include all the detail you can about your system, thoughts, etc.

Thanks in advance for any comments!

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Confused

When you say "Classic Planner" do you mean as in a FC-type ring bound planner ?
I am not sure about the difference between your two options.

I would point out that using Circa, you are not restricted to a single paper size. You can have a letter size folio/binder/notebook with "classic"-size pages, index-card/PDA size, and even business-card/microPDA size pages all in one planner.
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"I think the surest sign that there is intelligent life out there in the universe is that none of it has tried to contact us." (Calvin and Hobbes/Bill Waterson)

Yes, I am referring to the

Yes, I am referring to the Franklin Covey. One of the things I like about the traditional planner is seeing your daily tasks on an opposing side of daily notes. Not sure if others really like this for sales or not, but I have found it very reliable over the years. With that said, the idea of the Circa is really great, but I have struggled putting it to effective use......just looking for ideas.

So, why not try...

putting FC type pages in a disc-bound notebook ?
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"I think the surest sign that there is intelligent life out there in the universe is that none of it has tried to contact us." (Calvin and Hobbes/Bill Waterson)

FC style pages

I've been trying to do that very thing this week but cannot find any FC style pages to print. Anybody fuond any?

Have you looked...

at the Two Pages Per Day Dynamic Template ?
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"I think the surest sign that there is intelligent life out there in the universe is that none of it has tried to contact us." (Calvin and Hobbes/Bill Waterson)

I'm trying to do 2 pages per week, not per day.

I did look at that dynamic template but I couldn't find any way to make it print the days vertically like columns across the 2-pages. Plus I couldn't figure out how to print 2-up even if I liked the non vertical format on my LaserJet 2100M. I fiddled with page setup but didn't have that option anywhere. I can't install anything on this work computer so adding another app to make it work can't happen. I grew frustrated trying to make the dynamic template work and gave up on it. Maybe I'm just impatient this week or something but I've tried before and it just isn't happening for me.

Look here

How to Arrange Pages for 2-Up Duplex Printing
and here
How to utilize Dynamic Templates and Multivalent: Example 1 - January 2008 classic booklet (2-up, duplex)
and here
How to utilize Dynamic Templates and Multivalent: Example 2 - A 2 year classic booklet (2008 - 2009) (2-up, duplex)

Good luck
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"I think the surest sign that there is intelligent life out there in the universe is that none of it has tried to contact us." (Calvin and Hobbes/Bill Waterson)

I saw those

but I can't install anything on this computer, not even the installs to create java stuff (which I have no idea how to do anyway, I may be diy but I'm not a computer person).

me too

You aren't alone.

Java is completely banned at my work too, as are all downloads/installations except for PDFs. It makes web-surfing "interesting" when the Java sections of pages refuse to load.

Do you also get a big red X over the "we recommend", "related google goodies" and "flickr" boxes here? Or perhaps that's just lucky me.

You are the lucky one.

I don't get those big red boxes. I'm sure the dynamic templates are great but it was so much easier when someone else spent copious amounts of their time making the new calendars so the rest of us slackers could just hit "print."

If you cannot do it at work ...

then do it at home.
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"I think the surest sign that there is intelligent life out there in the universe is that none of it has tried to contact us." (Calvin and Hobbes/Bill Waterson)