As per my post on February 23rd, here are a couple of links to an Excel-based client record keeping demonstration:
To view it through the Easy Data Solutions website: http://www.easydatasolutions.co.il/demos.htm and select the "Client information database" demonstration.
To view it through the JobShuk website: http://jobshuk.com/uploads/assets/easydatasolutions/ClientRecordsDemo.xls
2 Important Notes:
1) It is probably best to save the file to your computer first. If you would prefer the file sent to your email, feel free to email me and I will do so.
2) To view this demonstration you must set your macros security settings in Excel to “Medium”. This only takes a few seconds. Steps to do so:
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Open Microsoft Excel
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On menu bar click “Tools”
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Select “Macros”
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Select “Security”
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Select “Medium” and press “OK”
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Close Excel and then open the file through one of the above links
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When prompted, select “Enable Macros”
Please note that this is a demonstration with limited functionality and is intended simply to give you an idea of what is possible. It is an example of how I would potentially use the design for managing clients for my own business, Easy Data Solutions. Try imagining how it could be useful for your business and what features you would incorporate. The design is very flexible, anything is possible!
Known Issues:
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In this demonstration you can only enter one record per client.
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Reports generated are very basic. Much more sophisticated reports can be designed, as well as statistics and analysis.
Enjoy! If you would like to discuss how to use this in your business, feel free to contact me at ra**@******************co.il to arrange a free, no commitment consultation.