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MS Office Forum / Excel / New Users / January 2008Excel for Customer History Records
Hello, can anyone direct me to an existing template that can be used to track customer enquiries and feedback. It needs an efficient way of recording follow up & response conversations. In a standard workbook layout if you type loads of text into a column (say 'follow up' for instance), it pushes all the rows so far down the spreadsheet it quickly becomes unwieldy. If anyone can help I could e mail an example of what we're using now (awful) and after having a chuckle at our expense maybe you can suggest something more appropriate. We're running 2003. Many thanks  SignatureMarcus Excel is not really suited to this type of use and any Excel templates you might find are still going to be Excel. However, you might try turning off "Wrap Text" and resizing the rows. Each cell would then have to be selected in order to read the text... Format (menu) | Cells | Alignment (tab) I suspect the telemarketing industry has many programs available to make your task easier - just don't call me. SignatureJim Cone San Francisco, USA http://www.realezsites.com/bus/primitivesoftware (Excel Add-ins / Excel Programming) "lthpilot" wrote in message Hello, can anyone direct me to an existing template that can be used to track customer enquiries and feedback. It needs an efficient way of recording follow up & response conversations. In a standard workbook layout if you type loads of text into a column (say 'follow up' for instance), it pushes all the rows so far down the spreadsheet it quickly becomes unwieldy. If anyone can help I could e mail an example of what we're using now (awful) and after having a chuckle at our expense maybe you can suggest something more appropriate. We're running 2003. Many thanks -- Marcus > Hello, can anyone direct me to an existing template that can be used to track > customer enquiries and feedback. It needs an efficient way of recording [quoted text clipped - 5 lines] > appropriate. We're running 2003. > Many thanks A much better idea would be to use a CRM (customer relationship mgmt)package. A very common one is ACT but I'm sure there are many others. Sometimes you're money ahead to buy something off the shelf than try and re invent the wheel. gls858 |
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