You will have to provide a clearer description of what these documents are, and whose they are, in order to get much help. It appears to me they are documents provided by/obtained from your clients and you are trying to determine the client's identity from their contents. Is that correct? If not, please do clarify, e.g., who exactly authored the documents?
Fairy Nuff.
I've attached one of my blank job sheets as a PDF.
All I'm trying to do - and, really, it's not urgent - is extract the client info: Name, Address, Tel; Mobile; email. Nothing else.
In fact, all I really want is the name and phone numbers - just so I can see who called me if I miss any calls on the landline while I'm out of the office.
And, no, it's not practical to put all my clients' phone numbers on my landline phone - and I don't think there is going to be any phone with sufficient memory for that.
I have a telephone answer machine built into the phone but the first thing a lot of people do when one of those kicks in is ring off (though I do change my message every time I leave the office).
I'd just like to check who I'm calling if I call back a number that left no message for me - and 80% of calls are from existing clients.
And, of course, I have a mobile with me when I'm out and about - but will not answer this if I am driving, even though I have the technology to do that hands-free; it's too much of a distraction.
Cheers
Bob C
