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3 Ways to Create a Better System for Information Management

All Things Admin

As administrative professionals, managing large amounts of information efficiently is crucial for ensuring smooth operations. Whether it’s handling emails, documents, or projects, having a well-organized system can significantly improve productivity and streamline decision-making processes. Here are two examples of this.

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Elevating Your Role As An Executive Assistant

ProAssisting Blog

Adapt your support accordingly, whether it's the way information is presented, the timing of communications, or the format of reports. Being able to ‘feel/read’ their tone of voice and facial expressions or how they express their feelings in email and via text can also be to your advantage.

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IRS poised to allow e-filing of Form 941-X

BMT Office Administration

The IRS and the National Taxpayer Advocate have been going at each other hammer and tongs over the mountains of paper forms the agency still processes. Earlier this year, it kicked off a new scanning process for Form 940. It says by next winter’s filing season, you should be able to e-file Forms 941-X and 945-X and amended Form 940.

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The Best Ways to Use CRM Forms

Jen Lawrence

CRM (client relationship management) forms are one of the most effective ways to gather or share information with a client. When used well, CRM forms can cut down on the number of emails and meetings you may have to have, as well as save your sanity by easily documenting details. . What do I mean by “forms”?

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Ep 247: Email Management for Executive Assistants

LEADERASSISTANT.COM

In this chapter, I cover tactics for managing your own email inbox, as well as your executive’s. Of course, I’d love to hear your email tips and tricks as I’m always down to get more efficient and productive, so please reach out! LEADERSHIP QUOTE Email is the gateway drug of work; Slack is the crack.

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Email That Works: Best Practices for Truly Busy People

Office Dynamics

When you’re a “Star” in your profession, you take the time to think before speaking or sending any kind of message – in electronic or written form. Some people create folders within their email programs. Check email several times a day , rather than constantly, to prevent interruptions that decrease productivity.

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Infographic: Contact Forms

The Small Business Blog

Most businesses have some type of contact form on their website as an alternative to posting their email address publicly. This form will have been designed to collate all the information that is required to deal with a customer query or follow up on a potential lead.

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