master document with a page for each client's status and activity

C

cheroqui

I'd like to create status and activity log for multiple clients, with a page
for each client.
 
D

Dian D. Chapman, MVP

You may want to check out this free download and the subsequent
articles linked.

http://www.mousetrax.com/downloads.html#Cataloger

You can then create either a document or text file with info for each
client...then run this and it'll instantly link each item into a Word
doc table with hyperlinks to each separate file. You'll have room to
add descriptions and/or keywords to allow you to not only sort the
columns, but run Edit > Find to located a client name if the file gets
large.

This will give you one file you can keep handy on your desktop or as a
shortcut there...then easily open it and click to access the needed
client file. It works nicely to manage separate file info. Be sure to
read the articles to learn how to use this utility to your best
benefit.

Hope this helps...

Dian D. Chapman, Technical Consultant
Microsoft MVP, MOS Certified
Editor/TechTrax Ezine

Free MS Tutorials: http://www.mousetrax.com/techtrax
Free Word eBook: http://www.mousetrax.com/books.html
Optimize your business docs: http://www.mousetrax.com/consulting
Learn VBA the easy way: http://www.mousetrax.com/techcourses.html
 

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