Contact List · Free · No account
A club or group membership list for Excel, with renewal dates.
The club setup has groups of Members, Committee, Volunteers and Former members, with a Renews on date and OK to contact. The Summary lists the first twelve renewals, soonest first, and counts renewals falling within 30 days or already passed.
- 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: Club member list. Change the selected dates, categories or layout to update the preview.
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What you get
What is different in this setup
Secretaries of clubs, societies and volunteer groups who chase subscriptions and need to know who has agreed to be contacted.
- A Renews on column, with the soonest renewals listed on the Summary.
- OK to contact and Source columns, so consent is recorded next to the details.
- Groups for Committee, Volunteers and Former members.
Sheets included (5)
- Start HereHow the workbook works, what each sheet is for and the settings used.
- ContactsEveryone once, with how to reach them.
- 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.
Does it record whether a subscription has been paid?
No. It records the renewal date only. Add a column of your own, such as Paid, if you want a Yes or No for each member.
How soon is a renewal marked?
A renewal within 14 days is marked ◐, and one already past is marked ●. The 14 is a number on the Settings sheet, which you can change.
Related Due Form edition
The Personal Archive
A personal record of people, places, objects and ordinary days worth keeping.
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