At my company we have a call report form we would like to make electronic. It includes a distribution list and then 2 column that will be filled out for some of the people an action required column where the initiator would check off if that person needs to do something and a when column for when it needs to be completed. Then there are other fields that need checks or customer or product info filled in. The bottom of the form has two areas where the salesman fills in Purpose of visit: and then Action required. These areas are filled in as well but can be anywhere from a sentence to multiple pages.
Is there a good way to put this in word. No one likes excel since it doesn't push the body of some of areas down so all can be viewed.
Also it would be nice to link the form to a macro that would e-mail the distribution list with the action required column so if someone has an action to due they will make sure to read the call report...
Thanks for any advise.