The Chronicle of the Horse
MagazineNewsHorse SportsHorse CareCOTH StoreVoicesThe Chronicle UntackedDirectoriesMarketplaceDates & Results
 
Results 1 to 10 of 10
  1. #1
    Join Date
    Mar. 28, 2008
    Location
    Michigan
    Posts
    52

    Default Secretaries: help! My "lists" are out of control!

    I've just taken over the Secretary job with our Hunt, and I am loving it! However, does anyone have any advice about taming the many contact lists that come with the job? I have Members, Friends, Benefactors, folks who host meets, Hunt Ball invitees, Hunter Pace riders, cappers, show sponsors and so on. I inherited most everything in Excel. I would love something shareable, importable, and sortable by multiple fields. I need to be able to print mailing labels, but also to create lists.

    Any advice?



  2. #2
    Join Date
    Jun. 22, 2001
    Location
    Coatesville, Pa.
    Posts
    5,505

    Default

    OK lets first discuss, what do you have now?

    Excel? Handwritten?

    Some other program?

    ~Emily
    "Courage is not the absence of fear but rather the judgment that something is more important than fear. The brave may not live forever but the cautious do not live at all." ~2001 The Princess Diaries



  3. #3
    Join Date
    Mar. 28, 2008
    Location
    Michigan
    Posts
    52

    Default

    Most of the lists are in Excel, which is not bad to work with, but I would love to have it where I could "click" on relevant items, so I could keep track of who has helped with what events, and to be able to create lists of (for example) horse show sponsors, past members, etc. I think I would have about 25 different categories...



  4. #4
    Join Date
    Jun. 22, 2001
    Location
    Coatesville, Pa.
    Posts
    5,505

    Default

    OK well in Excel there are a whole bunch of ways to design new fields and such and make drop down lists so you could designate entries to be in that group.

    Let me see what I can find on the web. I know there are LOTS of great Excel "how to" sites.

    ~Emily
    "Courage is not the absence of fear but rather the judgment that something is more important than fear. The brave may not live forever but the cautious do not live at all." ~2001 The Princess Diaries



  5. #5
    Join Date
    Mar. 28, 2008
    Location
    Michigan
    Posts
    52

    Default

    That would be great! I looked at several Excel books at the bookstore, and none even mentioned how to print labels (import into Word, etc.)



  6. #6
    Join Date
    Feb. 8, 2008
    Posts
    209

    Default

    Hi, we're redoing our contacts/email lists and have been using Mail Chimp. You can sort any way you want (type of membership, prospective member, connections, etc) It does what you want it to... but it's for email. We send most of our info/newsletters email. Official invitations/fixture cards get mailed.

    Mail Chimp is free and has been a lifesaver so far. Good luck!



  7. #7
    Join Date
    Mar. 28, 2008
    Location
    Michigan
    Posts
    52

    Default

    Thanks! I will check it out!



  8. #8
    Join Date
    Sep. 21, 2000
    Location
    Pawlet, VT US
    Posts
    3,574

    Default

    How many people are you looking at? Access might be overkill, but it will do exactly what you want.

    Problem with Excel is that it really is not a database, and a database is what you want.
    madeline
    * What you release is what you teach * Don't be distracted by unwanted behavior* Whoever waits the longest is the teacher. Van Hargis



  9. #9
    Join Date
    Mar. 28, 2008
    Location
    Michigan
    Posts
    52

    Default

    The largest list, of all interested folks, landowners etc. has about 750 contacts...



  10. #10
    Join Date
    Feb. 10, 2005
    Location
    Louisville, KY
    Posts
    1,384

    Default

    I think you could just create columns and fill in the various category name, per column against each person. Then you can filter by whichever list you want to pull. Excel has an autofilter tool. You highlight the header row, click on the autofilter icon, and the filter tool appears.

    Column1 Column 2 Column 3
    Jane Smith Landowner Member
    Bob Smith Landowner (blank)



Similar Threads

  1. 2012 "Wish Lists" for the Olympics
    By atheventer85 in forum Eventing
    Replies: 9
    Last Post: Dec. 28, 2011, 04:39 PM
  2. Replies: 22
    Last Post: Aug. 9, 2010, 12:35 PM
  3. Replies: 18
    Last Post: Nov. 18, 2009, 05:38 PM
  4. Define "Control" ? what it means to you
    By Petstorejunkie in forum Off Course
    Replies: 25
    Last Post: Jun. 29, 2009, 12:09 AM
  5. Replies: 59
    Last Post: Oct. 17, 2008, 07:52 AM

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •