What's the easiest way to set up a client pipline w COE dates and.
 

I work for three loan officers and am having a hard time managing all of
their info. Is there a template or some type of set up that is time stamped.
For example: When the close of escrow date is the 17th the color of the info
will highlight yellow on the 14th, or when the expration of the lock is
almost up the color will change to blue. This way I can focus on the
paperwork rather than going through 100 names every month. PLEASE HELP!

What's the easiest way to set up a client pipline w COE dates and.
 

Have you looked at Conditional Formatting on the Format menu? It should be
able to do exactly what you want.

You could all of your close date columns formatted to look at one cell with,
say, today's date in. Then they could change the closer they are to that
date - but you can only have up to 3 conditions, maybe Normal, Close, Very
CLose and Expired.

HTH,
Gareth

"Vanessa" wrote in message
...
I work for three loan officers and am having a hard time managing all of
their info. Is there a template or some type of set up that is time
stamped.
For example: When the close of escrow date is the 17th the color of the
info
will highlight yellow on the 14th, or when the expration of the lock is
almost up the color will change to blue. This way I can focus on the
paperwork rather than going through 100 names every month. PLEASE HELP!

What's the easiest way to set up a client pipline w COE dates and.
 

If you need more than 3 conditions, take a look at
http://www.xldynamic.com/source/xld.....Download.html

--

HTH

RP
(remove nothere from the email address if mailing direct)


"Gareth Roberts" wrote in message
...
Have you looked at Conditional Formatting on the Format menu? It should be
able to do exactly what you want.

You could all of your close date columns formatted to look at one cell
with,
say, today's date in. Then they could change the closer they are to that
date - but you can only have up to 3 conditions, maybe Normal, Close, Very
CLose and Expired.

HTH,
Gareth

"Vanessa" wrote in message
...
I work for three loan officers and am having a hard time managing all of
their info. Is there a template or some type of set up that is time
stamped.
For example: When the close of escrow date is the 17th the color of the
info
will highlight yellow on the 14th, or when the expration of the lock is
almost up the color will change to blue. This way I can focus on the
paperwork rather than going through 100 names every month. PLEASE HELP!