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. I remember going to a walk-in clinic (doctors office) for an ailment at the time.
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.
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