Updating Client word/excel lists, i need ideas how to make it this a more efficient process…Thanks?

Do you guys have any suggestions on ways I can do this quicker/more efficient, rather than calling, emailing, researching the company website.

What do you think I can do differently to make updating our contacts more efficient? Do you have any ideas about how I can speed up the time consuming data transfer process from excel to word? Please also suggest use of different programs that have worked for you in the past.

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✅ Answers

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  • I do not understand why you are transferring the updated data from MS-Excel to MS-Word. If you already have it in a formatted layout in MS-Excel, why not just leave it there??

    And if I was going to have a contact list, then it would be done in MS-Access, where I would have separate Tables for the holding of information:

    • Companies/Names (primary table)

    • Physical Addresses (home, work, mailing, billing, etc.)

    • Telephone Numbers (home, work, fax, cell, etc.)

    • Email Addresses

    • Web Addresses

    • Etc…

    And by being in a database, it could exist on a server in a shared folder so that anybody could keep the data up-to-date. And everybody could use the database at the same time.

  • Ava Makenna – Ava is okay. Dislike Makenna. this is a surname meaning “Son of Kenneth”. Son. no longer daughter. Ava Mae – Dislike the spelling of could. It seems affordable and shabby. Eleanor Reid – Eleanor is gorgeous. Reid is a masculine boy’s call. Ryan Taylor – very large. Jacob Taylor – do no longer look after Jacob. Ashton James – Love!

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