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.
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...
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!
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)