[access-uk] Re: Record keeping
- From: "Barry Hill" <barry.hill3@xxxxxxx>
- To: <access-uk@xxxxxxxxxxxxx>
- Date: Sun, 2 Nov 2014 14:33:46 -0000
Thanks, David. I think I understand. So, in my case, I'd have all the
clients details on sheet 1, the mileage and hours on sheet 2, and the client
notes in sheet 3. I presume I can set up an algorithm or equation to total
sheet two up and can I then send that total to another document that has the
same month but different client?
Cheers
Barry
-----Original Message-----
From: access-uk@xxxxxxxxxxxxx [mailto:access-uk@xxxxxxxxxxxxx] On Behalf Of
David W Wood
Sent: Saturday, November 01, 2014 6:39 PM
To: access-uk@xxxxxxxxxxxxx
Subject: [access-uk] Re: Record keeping
Barry
A simple guideline for excel is:
sheet 1 for data input
sheet 2 for calculations
sheet 3 for reporting.
HTH
ATB
David W Wood
-----Original Message-----
From: access-uk@xxxxxxxxxxxxx [mailto:access-uk@xxxxxxxxxxxxx] On Behalf Of
Barry Hill
Sent: Saturday, November 01, 2014 2:16 PM
To: access-uk@xxxxxxxxxxxxx
Subject: [access-uk] Re: Record keeping
Yeah.... you've all got my grey cells going with this Excel. I need monthly
records for visits and milage, so I'm thinking that I should link seperat
monthly spreadsheets to the mother client record. Would that work?
Cheers
Barry
-----Original Message-----
From: access-uk@xxxxxxxxxxxxx [mailto:access-uk@xxxxxxxxxxxxx] On Behalf Of
David W Wood
Sent: Saturday, November 01, 2014 1:53 PM
To: access-uk@xxxxxxxxxxxxx
Subject: [access-uk] Re: Record keeping
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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