roed
05-04-2009, 01:31 AM
Hi,
I'm making a basic "CRM" for the company I work for. The idea is to store information about different clients in Word files a folder tree, and use Excel to generate reports based on the data in the Word files.
Each client has a folder. Every client folder has a special Word file containing basic info. (This folder can also contain whatever other files are interesting regarding the client.) Then I use Excel to pull information from the Word files in order to compile lists about clients.
There might be about 500 client files, and 10-30 fields read from each file.
I know how to do this technically, I'm just looking for feedback on the general solution chosen.
Cheers,
Rob
I'm making a basic "CRM" for the company I work for. The idea is to store information about different clients in Word files a folder tree, and use Excel to generate reports based on the data in the Word files.
Each client has a folder. Every client folder has a special Word file containing basic info. (This folder can also contain whatever other files are interesting regarding the client.) Then I use Excel to pull information from the Word files in order to compile lists about clients.
There might be about 500 client files, and 10-30 fields read from each file.
I know how to do this technically, I'm just looking for feedback on the general solution chosen.
Cheers,
Rob