Professional Assistant Blog
SEPTEMBER 3, 2008
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 poked around the internet a bit and came to realize that there is a faster way of doing this. Click Special.
Professional Assistant Blog
NOVEMBER 5, 2008
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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Professional Assistant Blog
OCTOBER 9, 2008
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.
Stephanie LH Calahan
MAY 17, 2010
The following are options for to-do list formats and tips for using them most effectively: * Excel lists. Keeping a list in Microsoft Excel is great for coordinators whose priorities can change from hour to hour. Personal Productivity Time & Priority Management Company/Group/Department Connect Today!
Stephanie LH Calahan
MAY 13, 2011
Since I work at home (and because we're full-time RVers, always on the road), I need to be able to fax/copy/convert from anywhere. 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. .
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