Client Information Overview
zendesk.com
Client Information Overview
Client Information Overview
Jun 14, 2018
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Automated Compliance Tracker in Excel 📉 Agar aap 20-30 Clients ka data manage kar rahe ho, toh dates yaad rakhna impossible hai. One missed date = 1.5% Interest per month (jo shayad aapki pocket se jayega!). Today, I built a “Compliance Command Center” in Excel that does two things: 1️⃣ Red Alert: Automatically highlights the row RED if the deadline is within 5 days. 🚨 2️⃣ Auto-Email: One click pe Outlook email draft karta hai client ke liye. 📧 No more manual typing. No more sticky notes. 👇
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Automated Compliance Tracker in Excel 📉 Agar aap 20-30 Clients ka data manage kar rahe ho, toh dates yaad rakhna impossible hai. One missed date = 1.5% Interest per month (jo shayad aapki pocket se jayega!). Today, I built a “Compliance Command Center” in Excel that does two things: 1️⃣ Red Alert: Automatically highlights the row RED if the deadline is within 5 days. 🚨 2️⃣ Auto-Email: One click pe Outlook email draft karta hai client ke liye. 📧 No more manual typing. No more sticky notes. 👇
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