E-mail warning

When a customer is late with payment it would not be bad to send him an email alert. It is also a nice gesture if you thank him if he fulfills his obligations on time. All this can be done automatically from Excel, and the example you will be shown is the logical continuation of the previous post about the HYPERLINK function. Also, if you run your CRM in Excel, this is a good idea how to enrich it with some new functionalities.

Hyperlinks

We meet the hyperlinks every day while surfing the Internet, and they have long time ago become part of Office applications. In Excel, this is often an unfairly ignored functionality. In addition to allowing you to go to an Internet presentation or write a letter to the specified e-mail address, a link can also be used to create a new document or position it on a prefix in an existing document.