reporting

[Angela]

I am a newbie to my job and access. We currently use Goldmine CRM software
and are looking to change to something more user friendly. We need to have
something where we store all of our client contact information including
notes from client meetings, linking documents to client records, centralized
scheduling by a calendar and most important to my boss is to be able to print
reports by birthday and anniversary. We are a small company with only 3
people. Is Office Professional or Office Small Business more than we need or
not? I just need a birthday report!!!! Thanks!

 

[Hunter57]

Hi Angela,

There are many different software programs that could do what you need. You
can download OpenOffice for free. But...most everyone else in business uses
Microsoft Office. That can be important especially if you need a temp to
come in when someone misses work.

I recently bought a licensed version of MS Office Professional Edition 2003
online and received the CD's in the mail as expected for a total cost of only
$165.95. I bought it from http://www.ebuszone.com. My software lisence was
verified by Microsoft and I am happy customer.

Outlook, which is mostly used for email, has a great calendar that can
remind you of important dates.

Access is a great program to use if you want to keep some records. I can
click on one of my text boxes on one of my forms and a File Dialog box comes
up. I just find my file, click on OK and the filename and path is stored in
my textbox automatically. That way you can easily find your Word and Excel
documents for each customer.

Anything you need to learn about Access, Excel, Word, or Outlook you can
easily find on the internet--another plus for MS Office.

If you get MS Office you will need a little bit of help with storing the
filenames in Access. Just send me an email at pwood57 at gmail dot com.

 

[Angela]

Thanks for your help!

Hi Angela,

There are many different software programs that could do what you need. You
can download OpenOffice for free. But...most everyone else in business uses
Microsoft Office. That can be important especially if you need a temp to
come in when someone misses work.

I recently bought a licensed version of MS Office Professional Edition 2003
online and received the CD's in the mail as expected for a total cost of only
$165.95. I bought it from http://www.ebuszone.com. My software lisence was
verified by Microsoft and I am happy customer.

Outlook, which is mostly used for email, has a great calendar that can
remind you of important dates.

Access is a great program to use if you want to keep some records. I can
click on one of my text boxes on one of my forms and a File Dialog box comes
up. I just find my file, click on OK and the filename and path is stored in
my textbox automatically. That way you can easily find your Word and Excel
documents for each customer.

Anything you need to learn about Access, Excel, Word, or Outlook you can
easily find on the internet--another plus for MS Office.

If you get MS Office you will need a little bit of help with storing the
filenames in Access. Just send me an email at pwood57 at gmail dot com.

 

[Larry Daugherty]

Hi Angela,

Another push for Microsoft Office Pro: By the way, you don't need the
absolute latest and greatest to get a lot of benefit. Older versions
are available on ebay and other venues. Just be sure that you get the
"Pro" version which includes Access.

For the Office versions from 2000 onward, there are lots of freely
downloadable templates from MS Office online. One of them is "Contact
Management" which has a lot of the CRM features you need. If you need
additional functionality, there are lots of Access developers
available in your local market or online.

I think you can download trial versions of the Office Platforms from
the Microsoft site.

HTH

 

[missinglinq via AccessMonster.com]

ebuszone's site is off-line, claiming "Under construction." I suspect it has
to do with Microsoft's lawsuit filed this month against them! They've
apparently been buying deep discounted software intended to be resold to
students as "educational" and then selling it to non-students!

BTW, Larry makes a very good point! You don't always need the latest version!
I never buy MS software until it's a couple of years old; takes that long for
them to get the bugs out!