Keep Track of Customers Service Visits Closed

Question

Hi All,
I need help in keeping track in excel of the customers service visits.
I have customers that are visited weekly, some twice a month, most of them monthly, bi-monthly, quarterly, twice a year or once a year.
Except of very few customers that their visit day is fixed, the rest, their day or date might change. 
Any ideas?  

Christossol

TrowaD · Answer

Hi Christossol,

What do you want to get out of the Excel file? I mean, do you want to know how many visits a year there were? What about graphs? Visit duration? Monthly visitors? Once you know which results you want, you can think of the best way to input your data (layout).

I guess the most basic way would be to use Columns A and B for first and last name. The following columns will be used for 1st visit, 2nd visit etc..

Best regards,
Trowa

Keep Track of Customers Service Visits

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