05-27-2009
, 03:51 PM
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OA Spectator
Join Date: Feb 2009
Posts: 3
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Client Management Database
Hello, would anyone know which microsoft office program is appropriate to maintain a client database? I would need to sort and print reports for many different things, example: age, names, list of contacts in the last week, sort by gender, race, type of account, etc.
My supervisor suggested the ACT management software program. In reviewing this program it seems very similar to Microsoft Outlook. I am not aware of Outlook have the capabilities to perform the funcitons I need. |
05-28-2009
, 01:17 PM
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OA Spectator
Join Date: May 2008
Posts: 194
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Re: Client Management Database
What about Microsoft Access?
If you already have the client data in an Excel spreadsheet, you can import that easily and begin sorting/filtering data to create meaningful reports. Hope it helps! |
06-15-2009
, 12:34 PM
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OA Spectator
Join Date: Nov 2008
Posts: 2
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Re: Client Management Database
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