Template

K

kurtisw24

I am looking for a goof template for property management. I need to be able
to put property owner info, have list of activities going on with each
property, status of property to keep track of several properties being work
on. Are there any suggestions for which template to use?
 
G

Gordon

kurtisw24 said:
I am looking for a goof template for property management. I need to be able
to put property owner info, have list of activities going on with each
property, status of property to keep track of several properties being
work
on. Are there any suggestions for which template to use?


A template is format, NOT content....
 
S

Sharir7208

kurtis,
as gordon said, a template is format, not content....for example, a blank
sheet of "company letterhead stationery" created in Word, with pre-set
margins and styles, maybe an Inside Address and Salutation,etc., and saved as
a template, that can then be opened by anyone via New-->Templates, and the
user will always get a "clean sheet" - they won't have to delete the text of
the previous letter.

For your project, however, it seems to me that what you need is a database.
If the database is fairly simple, Excel can handle it. If you will need
monthly reports on changes or different statistics (say, how many repairs a
property unit had in a month compared to the other units, whether the
maintenance fees are up to date., etc.,) then perhaps Access would be a
better choice - it is the database application that comes in the Microsoft
Office (Professional Editions) bundle of programs.

If you are unfamiliar with Access and need to get some ideas, or to find an
example of a database that may come close to what you need, check out the
Access database templates...they have no content in them, but they do have
pre-formated related databases and usually a couple of pre-formatted reports
for getting information output from your data input. It will help you see
what an Access database can do. Also, Access ships with a sample database
called "Northwind". You should be able to find it in the Access Help Menu.

Or, if you want to try a less-complicated database, search "database" in the
Excel online help files or Microsoft's Help on the Web (the Knowledge Base).
There are also a great many websites, separate from Microsoft, that are
maintained by Microsoft Office MVP's. Google "Excel MVP" or "Access MVP" and
check out some of their sites. I get a lot of great, easy to use info from
those sites. (Thank you, MVP's)
 

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