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Today’s Admin Needs to Become a Mobile Office Pro

Office Dynamics

Microsoft Office is one of the most widely used suites of productivity tools in the business world. Take advantage of the free mobile app versions of Microsoft Excel, OneNote, Outlook, PowerPoint and Word. View , annotate and sign PDFs. You don’t have to be at your computer to access, edit and create Office documents.

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"Excel"ing to Create Subtotal Row Totals

Professional Assistant Blog

On a side note, if you need help creating subtotals, check my post on using subtotal functions in Microsoft Excel. Click the little number 2 shown below to collapse all of the details in between all of the companies. I sometimes go onto my blog to look up stuff that I've added, since I tend to forget things at times.

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Retrieve Your Files With Ease

Professional Assistant Blog

Then, all files are set up in an excel file with columns for File #, property address, closing date, owner (whatever data important) - then sorts are run and printed so files can be referenced and found by whatever criteria you need. B eing able to retrieve the data is more important than an organized alphabetized file drawer.

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Who Called? Use A Phone Call Log!

Professional Assistant Blog

The way I would do it is that I would create a Microsoft Excel spreadsheet for the month. You can purge the files as needed, depending on your companys situation and/or policy. I used to track calls for one of my past employers, when I used to work at a securities firm as an Investment Advisor Assistant.

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Best Business Technology for Small Businesses & Their Owners (28 ideas from them to you!)

Stephanie LH Calahan

A Self-Hosted Wordpress Blog. My scanner serves all these purposes -- scan a document in and you can then e-fax it over the internet, print out a copy, edit it directly through OCR software, save it as a PDF and toss the paper. Microsoft Excel Spreadsheets & Having Processes In Place. It is FREE to use!