is there a template for keeping a database of clientele for a sal.

[Guest]

As a financial advisor
I want to find a program that I can keep all my clients info in such as:
greneral info
financial info
last appointment info

 

[Debra Dalgleish]

You may not find a template that does all that. There are sample
templates on the Microsoft web site:

http://office.microsoft.com/en-ca/templates/CT011356681033.aspx

Perhaps you can find some with features you want, and combine them. And
you might find it easier to keep appointment and contact information in
Outlook, instead of Excel.