Client database

Jeff Stickney jpstickney@montanadsl.net
Tue, 24 Feb 2004 23:43:53 -0700


Jeff,
	I have been using a self-designed (OK, I had *some* help) Access
database for a number of years - both for my private clients and the
University pianos.  I am in the process of having them redesigned and
tweaked - my son is employed by a data management company - and hope to
eventually be able to use them on the Pocket PC that I now use with
PRCT. Let me know if you're interested in more info.  It's very easy to
make labels directly from Access using the Report function - no need to
use Publisher.

Jeff Stickney, RPT
University of Montana
jpstickney@montanadsl.net
 

> -----Original Message-----
> From: caut-bounces@ptg.org [mailto:caut-bounces@ptg.org] On 
> Behalf Of Jeff Tanner
> Sent: Tuesday, February 24, 2004 11:40 AM
> To: College Technicians
> Subject: Client database
> 
> 
> 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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