Tag Archive for ‘Spreadsheet’
Set Up for Email History BEFORE Importing Data
I recently posted about using Gmail as an email history resource, and it works really well with a field in each contact/prospect record with the URL to the search. However, some would immediately recoil, thinking about having to get that URL into every record in their CRM databases. Well, it’s really easy, especially if you’re [...]
Google Spreadsheet Beats Excel With Dates
Now, I’ll admit right away that I’m still working, or at least was before Google Docs, with Excel 2003. So, maybe 2007 is better in this one respect. However, with Microsoft’s attempts to support third party vendor revenues, I doubt it. Anyway, I wanted to be able to have a popup calendar in Excel sheets [...]
Google Spreadsheets & Transaction Tasks
For those who decide to download the free custom database layouts and build them on your Webex WebOffice sites, you may want to also upload large groups of transaction tasks into the Transaction Task database. I have developed spreadsheets at Google Docs that will allow you to quickly set up dates for a list of [...]
The Forms Solution That is Free and Easy
One of the things we must do in just about any online office, is to get data into and out of the system for various purposes. One of these is to get customer lead information into our system from a variety of sources. Of course, there’s getting that lead from a web form and typing [...]
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