For the most part, you're probably accustomed to using Microsoft Excel for tasks such as preparing reports, forecasts, and budgets. However, Excel is much more powerful than that. It can be used to ...

Juggling customer details, remembering follow-ups, and keeping track of every interaction can be overwhelming for small ...

I’ve been helping an administrative assistant (who also happens to be a close relative—see what comes of having a reputation for using technology?) who needs a database on her job to track employee ...

The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...

Have you ever felt trapped between the limitations of basic spreadsheets and the steep costs of professional CRM software? Imagine if you could bridge that gap—transforming a tool you already know, ...

Begin the process by making an invoice template that includes pre-formatted fields for item descriptions, quantities, unit prices, and customer information. This template will be the cornerstone of ...