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Hello all,
I am working on a project where I have a large list of various customer information. Each row is a customer, and the column headings include various information such as account number, balance, type, etc. I need to have the account managers add information on each cutomer to several newly inserted columns, and I am hoping to do this as a form as i anticipate that they will be overwelmed looking at the entire spreadsheet. What I would like to do if it is possible, is create a form where the customer name and account number are pre-filled and then the only information that shows to be filled are the newly added columns. to make this a bit more dificult, I would like to use data validation for some of the columns so that I get the proper answer to be able to sort later. also, if there is a way that the account manager could sort to only access their accounts (account manager is a pre-filled column heading) that would be great as well. I know that was a lot, thanks in advance. Any help is greatly appreciated. |
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