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Welcome to Fairfax Underground, a project site designed to improve communication among residents of Fairfax County, VA. Feel free to post anything Northern Virginia residents would find interesting.
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!
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!
Re: Need Help Organizing
Posted by:
TheMeeper
()
Date: May 01, 2012 05:55PM
Mark Gussler Wrote:
-----------------------------
> 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!
Excel is meant to handle tabular data and isn't that great for presenting large amounts of text. I'm not sure what you mean by having to 'scroll back and forth'. If you mean your Notes are too big to fit onto the same screen as your 'client info' column, try "Freeze Panes" to lock the client's column onto the screen at all times.
-----------------------------
> 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!
Excel is meant to handle tabular data and isn't that great for presenting large amounts of text. I'm not sure what you mean by having to 'scroll back and forth'. If you mean your Notes are too big to fit onto the same screen as your 'client info' column, try "Freeze Panes" to lock the client's column onto the screen at all times.