Need Help Organizing
Posted by:
Mark Gussler
()
Date: May 01, 2012 03:54PM
Hey all! I hope you can help me.
I have an Excel spreadsheet that I use to keep track of clients I work with and to keep notes on each client (when I contacted them, latest action, etc). It was a good system at first but now I need a better way to expand the client list and keep notes. The way I was doing it was like this:
Block with client info --------->Notes
Block with client info --------->Notes
Block with client info --------->Notes
Block with client info --------->Notes
Block with client info --------->Notes
Block with client info --------->Notes
Does that make sense?
The problem is that keeping notes horizontally means it's hard to read and I constantly have to keep scrolling back and forth. Any suggestions on how to streamline this?
I need to keep it in Excel format, unfortunately. Thanks in advance!