08Jan

Updating Client word/excel lists, i need ideas how to make it this a more efficient process.Thanks?

1 comment so far


Do you guys have any suggestions on ways I can do this quicker/more efficient, rather than calling, emailing, researching the company website.
What do you think I can do differently to make updating our contacts more efficient? Do you have any ideas about how I can speed up the time consuming data transfer process from excel to word? Please also suggest use of different programs that have worked for you in the past.

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Categories: Small Business

Friday, January 8th, 2010 at 9:08 am and is filed under Small Business. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.

One Response to “Updating Client word/excel lists, i need ideas how to make it this a more efficient process.Thanks?”

  1. Posted by Nahee_Enterprises 8th January, 2010 at 5:05 pm

    I do not understand why you are transferring the updated data from MS-Excel to MS-Word. If you already have it in a formatted layout in MS-Excel, why not just leave it there??

    And if I was going to have a contact list, then it would be done in MS-Access, where I would have separate Tables for the holding of information:
    • Companies/Names (primary table)
    • Physical Addresses (home, work, mailing, billing, etc.)
    • Telephone Numbers (home, work, fax, cell, etc.)
    • Email Addresses
    • Web Addresses
    • Etc…

    And by being in a database, it could exist on a server in a shared folder so that anybody could keep the data up-to-date. And everybody could use the database at the same time.

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