To help you search for the data you need, you can use the Microsoft Excel add-in in Access Charity CRM to log data from an Excel spreadsheet in Access Charity CRM.
🤓 Tip: We also have add-ins for Microsoft Outlook and Word.
Install the Microsoft Excel add-in
The updated addins are available with both the locally installed and browser based versions of Excel. To install them:
Open Microsoft Excel.
Click File then click Get Add-ins.
Click the Store tab.
Search for Access Charity CRM.
Click Add.
Log selected data
Select all relevant fields you'd like to use in the search in Access Charity CRM.
Enter a description and, if required, a field name.
Click Send to Access Charity CRM.