Hi all, I have some questions about client management software. Since I have a fairly small private clientele, it isn't worth spending a fortune on database software, so we're trying to keep this as cheap as possible. My wife is trying to set something up so that she can help me manage my private customers (I am a terrible secretary). I've been using index cards so far, but there's no way for me to put all the information I know about a customer on index cards that she would need. We have Microsoft Access which was a part of the software already installed on our computer, and she also has Publisher '97, which interfaces somehow with Access, in doing mailing labels, etc. Neither of us are computer gurus, and she is much more familiar with the PC softwares, while I am more familiar with the Macintosh softwares on this computer at the school. Are any of you using Access, and if so have you developed a client record template you are satisfied with? Are the templates transferrable? (emailable) How does that work? Unless you feel this is good fodder for the list, you can feel free to email me privately. Thanks in advance, Jeff Jeff Tanner, RPT Piano Technician School of Music University of South Carolina Columbia, SC 29208 (803) 777-4392
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