I am a piano tuner and have a basic Excel spreadsheet database that lists all my clients, with columns for their names, addresses, city, phone, last serviced, etc. Of course, all the columns are sortable, so I can quickly see all clients I serviced last December, or all who live in a particular area/city etc.
I need a computer based appointment book that looks just like a day-timer or week-at-a-glance, which is synced with the client database, so that whenever I book an appointment for a new client, it automatically enters them in their info in the Db in the proper columns, and/or creates a separate pop-up profile card for them. And for the clients that already exist in the Db, it will remind me who's due for a call, or how many days till they need the next service call, etc.
There are a few paid Contact Management Systems that come close to this - Chaos is one I'm trying - that integrate the appointment book with the client database, but they're all expensive and they all leave out at least one or two needed functions.
Since I already know how to use Excel's basic functions, and already have my client Db right there in Excel, and am pretty sure you can create an appointment book in Excel, I was hoping to create my own custom system within Excel...just need help learning how to do this. If anyone can connect the dots for this kind of script or function set, or a link to an already existing set of instructions for creating this, it would be greatly appreciated, thanks!
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