Customer Database

I'm looking for a way to track our applicant demographics. Any one have any ideas to track all your customers in one place?

Comments

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi Sharron,

    Can you provide more details on how you'd like it to work?

    Have a fantastic week!

    Best,

    Andrée Starå

    Workflow Consultant @ Get Done Consulting

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

  • I would like it to track all customers that are associated with an assigned loan number that we give them as we are a lending company. I would need to track the primary applicant along with any co-applicants that may be on that same loan as well, then to be able to track all their individual addresses, phone numbers, emails, fax #'s, etc. Does that help at all?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Thanks!

    Yes, that helps! I'd recommend looking at the Template called Client Contact List in the Solution Center.

    Would that work?

    Let me know if I can help with anything!

    Best,

    Andrée

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.