[access-uk] Re: Record keeping

  • From: "David W Wood" <david.g3yxx@xxxxxxxxxxxxxx>
  • To: <access-uk@xxxxxxxxxxxxx>
  • Date: Sat, 1 Nov 2014 13:52:47 -0000

Barry

Using Excel, you could total up times and mileages for each subject.

ATB

David W Wood 

-----Original Message-----
From: access-uk@xxxxxxxxxxxxx [mailto:access-uk@xxxxxxxxxxxxx] On Behalf Of
Barry Hill
Sent: Saturday, November 01, 2014 1:29 PM
To: access-uk@xxxxxxxxxxxxx
Subject: [access-uk] Re: Record keeping

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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