I am realizing fast that my calling as assistant clerk--membership is too difficult to keep up with if I don't log what I'm asked to do. I need something to track the changes in the membership records and I am a fan of both Excel and Google Docs.
Does anyone have a Google Doc or an Excel spreadsheet that they wouldn't mind sharing that helps them track
at least the following?
- Callings (Releases/New Callings)
- Moves (In/Out)
- New Ordinations & Certificates
- Other Membership Record Update Requests (Name Changes, address Updates, etc.)
I'm aware that we have to be careful with what we post online. I'd like something that only tracks the basic info above, not the person's contact info. I can even use a first name last initial if needed or just use it all offline with Excel.
Anything you want to share is greatly appreciated!