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
Deliverables
- 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