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We would like to build a relatively simple MS Access file that can be used to track client data. Essentially, we believe we could start from a CRM precedent and then expand. We want to track data on applications (the close them if stopped there), then on active files, then close them when they are finished. We have an Excel (we call it Master file) that has multiple sheets that do this now for us. We would like to be able to create reports and make lists (like emails of certain categories of clients so we can email them. We would also like (later) to build some Infopath forms so that we can send out to our clients for surveys and get them emailed back into Sharepoint or Access. It would be great if we could integrate with Outlook too. This should be pretty quick, simple and easy...
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