Economic Developer
Municipal Planner
Landscape Architect
EDP Best Practices, LLC
(817) 992-6156

Contacts Database

Prepare an Access-based database that can be used to manage all contacts, communication records, follow-ups and necessary group lists

Problem Identification

  • There is no summary of contacts easily accessed and maintained by all employees
  • Updated information must be made on several lists
  • Excel is used to maintain a contacts list
  • There is no easy way to group contacts for multiple purposes or email lists

Service Goals

  • Identify the information desired to maintain for Agency contacts [see Example Questions]
  • Establish a data entry form allowing entry of all data
  • Existing excel data can be imported into the new database
  • Establish desired query / email groups


  • An Access database capable of compiling, searching, updating and group querying contacts critical to the Agency
  • A summary of actions to do and not to do to maintain the database