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Where do I go to learn?

  1. #1
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    Where do I go to learn?

    Ok, I'm not going ask you guys how I do everything I need to do, because I'm pretty sure there's no way you're going to do it for free. I just want to know where I need to go to learn the things I need to learn. Also, I'm not sure this is in the right subforum, so I apologize if it isn't, and welcome an admin to move it if needed.

    Here's the background.

    I work in financial services (specifically alternative investments) and need to develop a CRM that I can use to track everything. I've looked at existing platforms, and none of them quite do it for me.

    What I want to do:
    Have a sheet where I can enter clients name/address/phone/etc, hit a submit button, and have that store somewhere to be recalled when needed.

    Client money is collateralized for 1 year by a property of their choosing, I need to be able to track the beginning of the contract (some have multiple properties), 3 weeks after the beginning of the contract (when I get my commission), and 1 months before the contract ends that will give me some pop-up box, notification in a to-do list, or something so we can assign a new property.

    There are about 8 steps from the initial phone call with a client to finalizing the deal, the possibility of more steps depending on how many contacts the client needs before saying yes. I need some way to add "follow up in 2 weeks" or "check on contract status in 1 week" type options I could use.

    I need to be able to search for any of this information and have it come up.

    Like I said, I'm not asking anyone to do all this for me, just to point me in the direction I need to go to learn what I need to learn.

  2. #2
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    Re: Where do I go to learn?

    A lot of what you describe sounds like "database" type work. I would probably start with some "introduction do databases" type tutorials, where you should learn concepts like "record" and "field".

    Once you understand the basic design and structure of a database, then you can start learning some of Excel's tools for databases, like filters, pivot tables, and lookup functions.

    This might be a useful video: https://www.youtube.com/watch?v=fQQSk0-Gzhs
    Quote Originally Posted by shg
    Mathematics is the native language of the natural world. Just trying to become literate.

  3. #3
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    Re: Where do I go to learn?

    This definitely sounds like database work. Have you looked into Access? Check out the tutorial here https://www.youtube.com/watch?v=jM_O-JopORM

  4. #4
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    Re: Where do I go to learn?

    Ok, looks like I'm changing plans and moving to Access.

    I was running so many tables in Excel it was getting insane anyway.

    So... know of a forum I can ask for help on Access?

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