Features

 

Operating Systems

Designed to work with Microsoft Excel for both PC and MAC.  Windows XP and 7:  Office 2003, 2007 and 2010. Mac OS X: Office 2011. Macros will need to be enabled for the template to function properly.

File Security

  • Downloaded file will come with a security certificate to verify the integrity of the VBA macros.
  • Utilize Excel password protection to save and protect your information.

Dashboard

  • Topline summary of projects and clients you are managing. Allows you to view up to 27 data fields per contact, although a good starting number can be as few as 8. Quickly change the content viewed as needed.
  • Portfolio management can be conducted by utilizing 8 user defined fields to track what you feel are the most important business drivers: ROI, Technical Feasibility, etc …

Sorting

  • Using the power of Excel, sort using the Dashboard columns to analyze and track contacts and projects.

Settings

Easily customize the tool to fit your specific business needs and terminology.

  • Priority Codes (up to 12)
  • Status Codes (up to 12)
  • Contact Categories (up to 12)
  • User Defined Dashboard Fields (up to 8)
  • Color Coding for Last Contact Date and Follow Up Date

Home Page

  • Provides easy access to Dashboard and Setting pages.
  • Includes navigation to “How to Use” instructions, FAQs, My Notes, Developer Credits, Contact Us and User Agreement pages.

 

Insert/Delete Contact Sheets

  • Insert new contact information from the Dashboard page. Selecting the “Insert Contact” button brings up a blank contact sheet including the multiple user defined fields established on the Settings page.

 

Duplicate Existing Contact Information

  • Ability to duplicate an existing contact for clients with multiple projects.
  • Saves time by not having to input the same contact information multiple times.

Insert Notes

  • Client contact sheets, allow you to insert notes capturing the important elements of each client meeting.
  • The last note entered appears on the Dashboard page if selected as one of the columns to be displayed.

Export Contact or All Contacts

  • 2 different export features allow you to transfer your information to CSV format for use in other applications.
  • Exporting from the Dashboard page creates a CSV file with all the contact data fields, plus the last note entered.
  • CSV files allow for creation of mailing labels, e-mail lists and use with
    mail-merge programs.
  • Exporting from an individual contact sheet provides the
    contact information plus all recorded meeting notes.

Edit Contact Information

  • Ability to update or edit contact information at a moments notice.  Accessible from the Dashboard page via a hyperlink.

Change Date Color Coding

  • Tracking follow up dates is made easy by automatic color-coding creating visual identification on the Dashboard page.
  • Changing the colors for the Last Contact Date as well as the Follow up Date available on the Settings page.
  • Ability to set the number of days associated with Last Contact Date, Plan to Act Date and Missed Follow up Date.

Resource Tables

  • Each contact sheet contains a Resource Table area which can be customized.
  • This yellow colored block is provided for the creation any type of resource table desired.
  • Three example templates (Project Team Contacts, Project Time Tracking and Hyperlinks to Project files) are included and can be customized as desired/appropriate for each project or client.

 

Google Map of Client Contact Address

  • Google mapping available for each element of a contact’s address:
    Street address, City, State, Zip code, and Country.