[access-uk] Re: Record keeping
- From: "Barry Hill" <barry.hill3@xxxxxxx>
- To: <access-uk@xxxxxxxxxxxxx>
- Date: Sat, 1 Nov 2014 13:29:17 -0000
Hmmm.. Looks like I will have to teach myself Excel 2010. Haven't done
Excel for many years, not since Office 98, but I'm sure I'll get to grips
with it. Thanks for the tips, everyone.
Cheers
Barry
From: access-uk@xxxxxxxxxxxxx [mailto:access-uk@xxxxxxxxxxxxx] On Behalf Of
Richard Godfrey-McKay
Sent: Saturday, November 01, 2014 12:59 PM
To: access-uk@xxxxxxxxxxxxx
Subject: [access-uk] Re: Record keeping
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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