[access-uk] Re: Record keeping

  • From: Doris &Hubby Chris <chipmunks@xxxxxxx>
  • To: access-uk@xxxxxxxxxxxxx
  • Date: Sat, 01 Nov 2014 08:39:21 -0500

you may want consider using excel or a similar spreadsheet program.At 07:32 AM 11/1/2014, you wrote:

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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