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musicspirit Author

Level 3

554 points

Template for Keeping a record of Clients

Is there a 'best practise' template to set out a Numbers Spreadsheet to keep a record of Clients?

It would need to have the following categories:

Name of Client/

Date(s) of Work/

Name of that Job/

Notes about a particular job ( brief description)

Amount Received for that job

What is the best way to organise the spreadsheet so that there were some columns for notes and some for figures you could add up?

eg I would like to be able to Sort By Ascending and Descending Order - Date as well as Amount Received for Job

MacBook Pro 13″, OS X 10.10

Posted on Jun 20, 2020 6:26 AM

Top-ranking reply

Barry

Level 9

59,951 points

Posted on Jun 20, 2020 9:01 PM

Numbers is quite flexible in this, and able to sort or filter on the contents of any column.

Set up a Main table on which you'll make all data entries. Arrange the columns as you see fit. Given your list, I would assign one column for each particular on it, with start date and end date columns for multi day jobs.

With all data entered on one table, you can then pull data for individual jobs, or individual clients or individual months onto separate "Summary" tables.

Start by laying out your Data table, then ask for any needed assistance with the Summary tables.

Regards,

Barry

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Template for Keeping a record of Clients

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