Setting Up and sharing a simple database

[philb99]

Hi - looking for help / suggestions in setting up a membership database in excel with 4 people having to share / input. Presently excel sheet set up on a private PC, no access to business functionality. Is this possible?

Primarily looking at 3 stages and then general maintenance

1. Enter member details
2. Send Welcome Pack based on Stage 1 input
3. Assign Support Contact based on Stage 1 input and confirmation of Stage 2 completion.

Thanks

 

[Rijnsent]

That sounds possible, but know that Excel is not a database... I don't know what you guys use, but e.g. with Sharepoint or OneDrive you can do something like that - have a shared Excel file. Excel will get messy quite quickly, as the users have quite some power to "misuse" the freedom&flexibility Excel offers.
But what you could do is create a sheet with a table, first some columns for 1, than some columns for 2 and finally some columns for 3. The work instructions to the users are quite critical - so person A would fill the first columns and set the new member to "package sent", another person would enter the data for phase 2, etc. But as I wrote: the odds that some user will accidentally remove a column, overwrite a row, etc is 99.99%. So backups are essential to roll back to.
A step up would be a small MS Access database, but that will take a learning curve.