Contact Management with Excel

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kerrinlucille

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Jan 31, 2013
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Hello,

I need to put all our contacts into one sheet(with tabs that in sync) in preparation for our launch. Eventually we hope to get a fancy contact management system, or even a basic one like access, but for now, I want to organzie our org's contacts, and have a pivot table link to the region they are from. I deally when I enter the contact,I want to give each contact 2 fields, in addition to all their normal contact data. I'd like one field to be "function" (funders, prospects, research institutions, J Schools, etc), and one field would be what they do (researcher, Professor, journalist, NPO). DOes that make sense? Currently I have only one sheet with many fields, and I don't know how to do a pivot table. I'd like to be able to pull up any one who is a funder, or anyone who is a researcher). Make sense?

Thanks!
KS
 
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