How to Create a Google Docs Spreadsheet About Customer Information
A list of customer information is useful for many tasks, including sending out mass mailings, contacting customers by phone and keeping track of any information that may be specific to a customer. Before beginning your customer information list, consider what data you want to include. Separating a name into "First Name" and "Last Name" will allow you to sort records based on a first or last name. Including customer birthdays can allow you to send out birthday cards to customers or offer them a special discount as a birthday present.
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Instructions
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Go to Google Docs and click the "Create new" button in the upper-left corner. Select "Spreadsheet" to open a new spreadsheet in a new tab.
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Enter column headers in the first row of the spreadsheet. The column headers identify what will be in each column. Place your columns in the order that is most convenient for the person who will enter the customer information.
Recommended headers for a customer include "First Name," "Last Name," "Email Address," "Home Phone," "Mobile Phone," "Street Address," "City," "State," "Zip Code" and "Notes."
Recommended additional headers for business customers include "Company," "Job Title," "Business Phone" and "Fax Number."
Recommended additional miscellaneous headers include "Notes," "Web Page," "Birthday" and "Country."
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Click the column letter to select the entire column. Click "Format" in the top menu, select "Number" and "Plain text." This sets the column to "text," allowing Google Docs to read numbers as letters. If Google Docs reads a number as being calculable, it will remove zeros at the beginning of a number because they are unnecessary for a calculation. For example, a zip code that starts with a zero, such as the zip code for Holtsville, NY--which is 00501--will become 501 when entered in a numerical cell. In a text cell, Google Docs will read it as 00501. Select all the fields that contain numbers that do not require calculations and change them to text fields. These fields include all phone fields and zip code fields.
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Click the column letter to select the entire column. Click "Format" in the top menu, select "Number" and one of the date formats in the bottom section of the submenu to format the "Birthday" column or any other date columns included.
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Enter your customer data. Refer to the headers in the top row to determine what piece of data goes into each cell.
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