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Client Record Maintenance Internship Fixed

During my internship at a CA firm, I was tasked with maintaining client records in Excel, which involved accurate data entry and organization of client information. I utilized various Excel functions such as sorting, filtering, and conditional formatting to enhance data accessibility and readability. This systematic approach improved the team's ability to retrieve and update client details efficiently.

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tanya.londhe2101
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4 views2 pages

Client Record Maintenance Internship Fixed

During my internship at a CA firm, I was tasked with maintaining client records in Excel, which involved accurate data entry and organization of client information. I utilized various Excel functions such as sorting, filtering, and conditional formatting to enhance data accessibility and readability. This systematic approach improved the team's ability to retrieve and update client details efficiently.

Uploaded by

tanya.londhe2101
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Client Record Maintenance in Excel - Internship Role

During my internship at the CA firm, one of the key tasks assigned to me was to maintain client

records in Excel. This responsibility involved organizing and managing client-related information

efficiently to ensure the team could easily access and update details as required for different

projects and services.

Role and Tasks Involved:

1. Data Entry for Clients:

- I was responsible for entering client information into Excel, ensuring that all relevant details were

recorded accurately and systematically.

- The columns used included: Client Name, Contact Number, Email Address, and Project Name.

Example Table Layout:

Client Name | Contact Number | Email | Project Name

---------------------------------------------------------------

ABC Pvt. Ltd | 1234567890 | [email protected] | Tax Filing 2025

XYZ Corp. | 9876543210 | [email protected] | Audit for 2024

Key Excel Functions and Tools Used:

1. Sorting Data:

- Used to organize client names or project names alphabetically using Data -> Sort.

2. Filtering Data:
- Applied filters to narrow down specific clients or projects using Data -> Filter.

3. Data Validation for Accuracy:

- Restricted input types like only numbers for contact numbers using Data -> Data Validation.

4. Formula for Data Consistency:

- Used LEN() function to check correct number of digits in contact numbers.

5. Conditional Formatting for Readability:

- Highlighted urgent tasks or client names needing follow-up using Home -> Conditional Formatting.

6. Data Formatting for Presentation:

- Adjusted column width, added borders, and bolded headers to improve readability.

Impact:

This organized approach allowed easy retrieval and update of client details. Excel tools ensured

accuracy, improved accessibility, and helped prioritize tasks through filters and formatting.

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