Software for client support

The majority of VAs are using Microsoft software for servicing their clients.

The core product used is the Microsoft Office software and this works really well for a large number of jobs to be carried out for clients. But when Microsoft updated their software to the 2007 package it actually meant that earlier versions could not read the documents without downloading a compatibility package.

I personally find this inconvenient, and knowing that many of my clients are not that software or computer literate, I know being faced with a message asking them to download a compatibility package when trying to open a file in the new version, could make them very nervous – especially in the light of spam, viruses and the like these days.  Even with it being a genuine message from Microsoft.  I have elected not to upgrade (I usually ignore new versions for a couple of years anyway, to let the bugs get ironed out first) so I don’t have to worry for my clients, but once I know that many of them are upgrading I’ll go the same route.

I’m bringing this to your attention because if you are considering upgrading to Office 2007 or are new and just starting out and have that package, you will come across many clients whose software is not compatible with yours. There is a simple solution though – just back save your file to an earlier version and the client will be able to read it fine.

I encourage VAs I know who use the 2007 version to check with those they are sending files to, and ask if they can read/view 2007 or would they like it saved to an earlier version? It will save any confusion, and/or embarrassment on behalf of the person you’re sending the file to, who might not realise why they can’t read the file.

You can find out more about the compatibility pack here.