Contact List · Free · No account
A client and supplier contact list for Excel, with a call log.
The business setup has groups of Clients, Prospects, Suppliers, Partners and Other, with Organisation and Role columns. A Contact Log sheet records each call, meeting or message against the contact. An OK to contact column records consent, and a Source column records where the details came from.
- Excel 2016 and later
- Calculations checked in LibreOffice and Google Sheets
- Name the groupsEnter the groups you use, one per line, such as Family or Clients, up to twenty. They become the Group dropdown and a count on the Summary.
- Choose the columnsSwitch on organisation and role, address, birthdays, how often to be in touch, a contact log, OK to contact, call order or renewal date. Add up to eight columns of your own.
- Download and typeDownload the workbook and open the Contacts sheet. Type each person on their own row, with the groups and details you switched on.
Build your workbook
Preview: Business contacts. Change the selected dates, categories or layout to update the preview.
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What you get
What is different in this setup
Freelancers and small firms who need to know who they last spoke to, what was said and when to follow up.
- A Contact Log sheet with date, contact, how, what was said and next step.
- Organisation and Role columns, with OK to contact and a Source.
- Birthdays are off, so the sheet is narrower.
Sheets included (6)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- ContactsEveryone once, with how to reach them.
- Contact LogEach call, meeting or message, linked to its contact.
- SummaryHow many contacts, what is coming up, and details to check.
- ListsEdit the white lists to change dropdown choices. Shaded lists are fixed because formulas use those names.
- SettingsValues used by the workbook, such as reminder windows. Change them here.
File details
- Made for
- Excel 2016 and laterThe download is an .xlsx workbook.
- LibreOffice
- No calculation errors in our testLibreOffice recalculated every formula in the workbook with no error values, such as #VALUE! or #N/A.
- Google Sheets
- Calculations matched Excel in our testGoogle Sheets removes sheet protection and repeated print headings.
- Apple Numbers
- Some calculations do not workMany calculations on the Summary sheet and the Contacts sheet do not work in Apple Numbers. Numbers converts list-based dropdowns to plain cells and removes colour markers, sheet protection, frozen headings and number and date validation. Use Excel for these calculations and features.
- Calculations
- The Start Here sheet lists the calculations used in this workbook. Results update from the entries you add.
- Builder privacy
- The builder runs in your browser. The entries used to make the workbook stay on your device. How the utilities work
Questions
Are my builder entries sent to Due Form?
No. The builder uses them in your browser to make the workbook on your device.
Information is sent to Due Form when you submit a form or use another service described on the How it works page.
How is the Contact Log linked to the contacts?
Each log row picks a contact from a dropdown on the Contacts sheet. The last-in-touch date then comes from the most recent log row, so you type it once.
What does OK to contact do?
Mark a person No and the Coming up column shows Do not contact instead of a reminder.
Related Due Form edition
The Personal Archive
A personal record of people, places, objects and ordinary days worth keeping.
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