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Client database

knowledgeispowerknowledgeispower Just JoinedRegistered Posts: 31
Hi there,
Has anyone got a super user friendly excel or similar client database and info they are willing to share? I mean the document without their client's info obviously. I'm using a very basic excel one at the moment but kind of grown out of it and no idea how to update or the best way to change it... thanks in advance



  • burgburg Experienced Mentor GloucesterModerator, FMAAT, AAT Licensed Accountant Posts: 1,441
    What do you use the database for. I used to have one in Excel for managing deadlines etc. NMow I have all my clients in Keytime which services as a contact dataase if you like.
    All deadlines and work is monitored and managed using www.whatsglide.com

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