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how do you manage your database with your client infoViews: 274
Nov 19, 2005 2:14 am re: re: re: how do you manage your database with your client info
sherry woodhouse Thanks all for the replies. I'll look into these options and see. I know I need to do something because so far things are just stagnant. Leads are falling by the wayside - and what is the point of generating them if I don't follow-up on them.

Like Mitchell though I really wasn't or am not looking forward to learning another new program. But if I have to I will. I do have the Office suite programs -- Access, Excel.

Do you know if Access will let you have one main database but then "sub-databases" within that database for different types of contacts. For example within the database there are travel agents, people looking to do weddings, people looking to go on vacation. Say I want to enter info for a travel agent, can I pull up a form with only what I need to enter data for travel agents as opposed to getting a form with datafields that have nothing to do with travel agents. I'd want something where people could move from one "sub-list" to the next as I felt was necessary or as my relationship with them changed. I don't want to have many separate lists going on at the same time otherwise some people would be entered many times. I hope I'm not making this too complicated.

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