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Old 05-02-11
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Default Client/Project Spreadsheet

Hi

I am looking for a simple spreadsheet to handle my customer contacts and my projects and link them together.

So that when I look at a customer i see what project I have done for them and when I look at the projects it shows which client it belongs to and when it is due.

I have found a few but most project spreadsheets link an employee together not a client. I have also tried online solutions but I am not thrilled with them. Really want something stored on my computer.

Any pointers you can give me would be great.
Thanks
Nathan

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Old 08-02-11
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Default Re: Client/Project Spreadsheet

I would have thought a relational database would have been a better option than a spreadsheet. You could even use something like Microsoft access for what you want to do.

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Old 08-02-11
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Default Re: Client/Project Spreadsheet

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Originally Posted by BrightSpark View Post
I would have thought a relational database would have been a better option than a spreadsheet. You could even use something like Microsoft access for what you want to do.
Yes thanks BrightSpark. I did mean a database Not Spereadsheet. Unfortunately I am fairly illeterate when it comes to Databases and although I have found some great templates for managing projects in Microsoft Access they always link up employees and projects as apposed to clients and projects.

Due to my limitations I do not have the skills to alter them.

Thanks Nathan

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Old 09-02-11
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Default Re: Client/Project Spreadsheet

I understand you said you wanted a desktop version. But for many reasons I would strongly suggest using a web service.

1) Your files will be permanently backed up meaning you never have to worry about
2) The learning curve will be quite easy as they are built to be intuitive
3) They will generate much better graphs and allow you to absorb more information faster then you could initially imagine
4) You can access your data from anywhere at anytime
5) If your worried about security, I would say that modern day web apps are possibly safer to storing a flat file on your computer as anyone can hijack the file or retrieve it off your usb stick.

Now I have a semi-strange suggestion in mind for your needs and that would be Freshbooks.

http://www.freshbooks.com/clientsandstaff.php

It's actually built for invoicing but it will cater for exactly what you need.
You can assign as many projects to a client as you like and easily see how many un/finished projects there are.

If you have never used a web application before it might be a bit of a learning curve. I strongly suggest learning as you will find your time dramatically saved, your potential increased and will feel more godlike in your business as you have a birds eye view of aggregated data available real time which is a huge step ahead of your competitors who have a few numbers in excel.

Goodluck! Thomas

p.s. Checkout the Tour to see EVERYthing else that comes with it

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Last edited by Samot; 09-02-11 at 02:19 PM.
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Old 26-09-11
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Default Re: Client/Project Spreadsheet

Hi Scope

If you still require a solution, get in touch and I will be happy to build something specifically according to your requirements.

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Old 26-09-11
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Default Re: Client/Project Spreadsheet

Have you tried Basecamp? I've been using it as a project management tool for a few years. It ties in nicely with one of their other products called Highrise, which let's you keep loads of useful details about your customers, such as conversations, archived projects, etc.

And if you really want to keep a copy of the data on your computer, it all comes with a handy export function in XML or HTML format.

(That link comes with a $10 discount for trying the software by the way).

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Old 26-09-11
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What do you guys use for project planning? I need to make a lot of Gantt charts and have not found an easy to use solution yet. Any help is appreciated!

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Old 26-09-11
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Default Re: Client/Project Spreadsheet

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Originally Posted by arm1tage View Post
What do you guys use for project planning? I need to make a lot of Gantt charts and have not found an easy to use solution yet. Any help is appreciated!
Hey Armitage

I'll be happy to help. If you can send me details of what you want (features and functions etc), I will put something together for you free of charge in celebration of this being my first day on the forum.

You can message me via the email contact here, or via my website at www.calcul8ors.com.au.

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