[access-uk] Re: Record keeping
- From: "Richard Godfrey-McKay" <lists.godfrey-mckay@xxxxxxxxxxxxxxx>
- To: <access-uk@xxxxxxxxxxxxx>
- Date: Sat, 1 Nov 2014 12:58:53 -0000
I used Excel for a very detailed client database some years ago, and it was
great.
Richard
Richard Godfrey-McKay
Telephone: 01738-445 880
Mobile: 07791 452 593
From: access-uk@xxxxxxxxxxxxx [mailto:access-uk@xxxxxxxxxxxxx] On Behalf Of
Barry Hill
Sent: 01 November 2014 12:32
To: access-uk@xxxxxxxxxxxxx
Subject: [access-uk] Record keeping
Hi all
I want to set up a simple and accessible client record management system at
work, and I'd like suggestions as to what programme to use. This is what I
want to record:
Name, address, telephone number.
Emergency contact
If they've had a visit or have one pending
Mileage and hours for visits
Notes
Hope that makes sense. I would like something that could be added to
should the need arise for more fields. So, could I do all this in Outlook
2010 or a combination of Outlook and other Office programmes? Or, would I
be better off with a dedicated CRM programme?
Cheers
Barry
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