Create a spreadsheet or software with due date reminders of certificates and alerts

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  • Proposals: 12
  • Remote
  • #1569870
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Les K.
Pradeep S.Malik M.Martin T.Aidan H. + 7 others have already sent a proposal.
  • 3

Description

Experience Level: Intermediate
General information for the business: We provide training courses and qualifications
Industry: Education
Description of excel work: To create some form of spreadsheet which will alert me when a qualification is due to expiry, for example alert me when it is due to expire in 12 months, 8 months, 6 months 3 months and 1 month, also indicate and alert when fully expired.
If possible i would like it to alert me via email so I can then send the customer a reminder, giving them plenty of notice to book onto another training course and when the actual qualification has expired. This will also help with the ongoing support and marketing.

The columns I would like to include are:
Delegate First Name - Delegate Surname - Customer Address - Venue Address - Qualification Title - Qualification Number - Qualification Date - Qualification Renewal Date - Date Certificate Dispatched - Remarks
Extra notes: You may also suggest an actual software.

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