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how do I set up a database for client information
I need to create a database (would like to do it in Excel) that would compile
client information such as name, address, birthdate, retirement date, phone, assigned rep, e-mail address, etc. then be able to pull out only the information needed and from only certian assinged reps. I have never done a spreadsheet or database before. So I need explecit details. Thank you Tracie |
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