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Tracking client contacts
I work for a business in which we enter our client contacts into excel. In
2005 we had approximately 1200 contacts. Is there a way to set it up so that when people enter someone's name some of the other information (such as age, address, etc.) can automatically show up if it was previously entered? I've had complaints that it's very time consuming for staff to go back & find that information and I keep thinking there has to be an easier way. Thanks for any suggestions & help! -- Suz |
#2
Posted to microsoft.public.excel.programming
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Tracking client contacts
Suz,
Would a Userform be a possibilty? You could check your client "database" when the client number is entered (not sure where?) and if client data is present you could display in Userform. Is the data (age, address) required to re-entered or is it for info only? "Suz" wrote: I work for a business in which we enter our client contacts into excel. In 2005 we had approximately 1200 contacts. Is there a way to set it up so that when people enter someone's name some of the other information (such as age, address, etc.) can automatically show up if it was previously entered? I've had complaints that it's very time consuming for staff to go back & find that information and I keep thinking there has to be an easier way. Thanks for any suggestions & help! -- Suz |
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