One of the best ways for a business to keep track of communications with customers and potential customers is by using a Customer Relationship Manager (CRM) program. This type of software, available ...

Contact details are not kept in one location in many offices nowadays. While many contacts are stored in email accounts or cloud platforms, others are maintained on mobile devices, and yet more are ...

Part Two of this three-part article covers how to import your Outlook contact list—the CSV file—into Excel, then how to refine, maintain, and manage that database so, in Part Three, you can merge it ...

The last piece of this three-part article is about merging your custom Word documents with your client list (exported from Outlook to Excel) for distribution. Part One explains how to selectively ...