How to set up a clients data record system using an office MS application?
I need to record information about clients booking for a conference, ie: contact details, invoice sent, payment received. What is the best way to do this using either Word or Excel (or Access at a stretch but I’m not very good at it)? If you have examples that would be really great!
Thanks for your help
When I want fancy Excel stuff I often start at Pearson [1].
But to start with, just create one column for every data item: first name; surname; etc. Then one row per client. Once you’ve normalised the data, you can do mail merges into form letters, invoices, etc, in Word.
Access isn’t very good in my opinion (and I’m fairly sure lots of others). Add to that your inexperience and it’s a recipe for disaster.
When I want fancy Excel stuff I often start at Pearson [1].
But to start with, just create one column for every data item: first name; surname; etc. Then one row per client. Once you’ve normalised the data, you can do mail merges into form letters, invoices, etc, in Word.
Access isn’t very good in my opinion (and I’m fairly sure lots of others). Add to that your inexperience and it’s a recipe for disaster.
References :
[1] http://www.cpearson.com/excel/topic.aspx