Using a Kustomnote.com Template for Genealogy Evernote Notes

Kustomnote.com Templates for Evernote.

KustomNote.com is a handy third party app for those who use Evernote, especially those who use it to organize their genealogy research notes. It allows you to create some nice note templates for information you seem to record again and again, fill-out the note in Kustomnote.com, and then save the note in your Evernote.

This quick visual how-to shows you how to use {fill-in} a template that has already been created in Kustomnote.com and save to your Evernote in an appropriate notebook of your choosing. In the near future, I will do a quick video tutorial to show you how to make your own templates in Kustomnote.com for your private use or for you to share with the public.

The Kustomnote.com template for this example that I created for you to use is one for those who attend conferences and workshops both in person and virtually who like to take notes in Evernote. The template is designed to ask you the following for each note:

• The Evernote notebook you'd like to save the Kustomnote in.
  
• The name of the conference {And my biggest hint here would be to use the official hashtag. For example, enter in FGS2013 or FGS 2013 because this will become a tag in Evernote once you save the note in Evernote. Like magic.}
  
• Date & Time {I included a calendar function so you can choose the date quickly from a calendar.}
  
• Lecturer {This also becomes a tag in Evernote. More magic.}
  
• Topic {This also becomes a tag in Evernote so make it tag-worthy. And a little more magic.}
  
• Notes {The space is meant to accept multiple lines of notes. So type to your heart's content.}
  
• You can also opt to send an email reminder about the note. {Handy dandy.}

Some things to remember about using Kustomnote.com:

• You need to register for a free account to use Kustomnote.
  
• It is ad-supported which is how they can bring this version free to you. You may upgrade at any time for a reasonable {IMO} fee to make the ads go away.
  
• Note-taking {which is what this how-to covers} is only available ONLINE in the free version. You may upgrade for a reasonable fee {IMO} at any time to be able to take notes {fill-in the note} offline.
  
• There are other features for the different price ranges including the free version.
  
• Kustomnote is available as a web-based application, as an iOS application, and as an Android application.
  

Here are some annotated screenshots to show you how to use a Kustomnote Template that has already been created for you in the web application. As mentioned above, this note template is for those attending a genealogy conference or workshop in person or virtually. {Click on the thumbnails to enlarge the image.} Also, here is a link to the Public Kustomnote Template that I created for you to use.

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1) Click on New Conference & Workshops Note.

2) Select one of your Evernote notebooks.

3) Fill-in the rest of the form & click on Create Note.

4) This is how the top part of the note looks in Evernote.

5) This is how the bottom half of the note looks in Evernote.

The next 3 screenshots are what the note template looks like on the iPad. {Click on the thumbnail to enlarge the image.}

1) Fill-in the form on the iPad. {Top half}

2) The bottom-half of the form on the iPad.

3) Edit/Submission Screen. Just click Submit & it is saved in Evernote.

The last 3 screenshots show what the note template looks like using a Samsung Galaxy Note 2 {Android}. {Click on the thumbnail to enlarge the image.}

1) Fill-in the form view of Android. {Top half}

2) Bottom half of the form on Android.

3) Submission/Edit Screen on Android. When you submit it, it then is saved in Evernote.

All 3 notes were then found in my Conferences Notebook in Evernote with the proper tags, as one would expect {from magic}. 

Again, here is a link to the Public Kustomnote Template that I created for you to use. And, yes, I will be making more so stay tuned. =)

Any questions? Let me know in comments below and I'll do my best to answer them.
~Caroline

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