Hello Jeff, Tuesday, February 24, 2004, 1:39:38 PM, you wrote: JT> Hi all, JT> I have some questions about client management software. Since I have a JT> fairly small private clientele, it isn't worth spending a fortune on JT> database software, so we're trying to keep this as cheap as possible. JT> My wife is trying to set something up so that she can help me manage my JT> private customers (I am a terrible secretary). I've been using index JT> cards so far, but there's no way for me to put all the information I JT> know about a customer on index cards that she would need. We have JT> Microsoft Access which was a part of the software already installed on JT> our computer, and she also has Publisher '97, which interfaces somehow JT> with Access, in doing mailing labels, etc. JT> Neither of us are computer gurus, and she is much more familiar with JT> the PC softwares, while I am more familiar with the Macintosh softwares JT> on this computer at the school. JT> Are any of you using Access, and if so have you developed a client JT> record template you are satisfied with? Based on the parameters you describe, using Access is like going squirrel hunting with a cannon. Count this as the THIRD recommendation for Time and Chaos. The program is small, bullet-proof, and inexpensive. There are also separate modules available that permit synchs with either the Palm or iPaq handhelds. There is no port to the Mac platform, however. T&C is too often dismissed as a viable client management system. It has become obvious to me that this is because people do not take the time to explore the features and power that lurks just below the otherwise simple interface. -- Regards, Jim mailto:harvey@greenwood.net
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