If you can use a simple spreadsheet, you can create a valuable and powerful business tool for managing your business's clients. A client database can be more than just a list of customers' names, ...

I often hear people referring to Microsoft Excel as a database—but that couldn't be further from the truth. Compared to true database systems, Excel is insecure, hits size limits too quickly, and ...

Create a CRM using Excel with dropdown customer selection and FILTER plus XLOOKUP, saving time while keeping leads and deals ...

Sometimes you need to scan some files for a piece of data like a string, phrase or some number, and one of those files just happens to be an Excel spreadsheet. You could open up the file, launch the ...

In the modern business landscape, data is a crucial asset, guiding strategic decisions and driving organizational success. However, raw data alone does not yield actionable insights; it requires ...

The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...

Use Excel’s built-in features to simplify data entry Your email has been sent Entering data into a worksheet can be time-consuming, and mistakes often find their way in -- but with the right tools, ...