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show customer based on Weekday
I have a master list of customers/potentials that I sort by date of next
visit and I would like to be able to break them down further, for use with streets and trips. So, here's what I would like to do. Take all entries that are within 6 days of the current date and reflect them on their corresponding worksheet (Worksheets being Master, Monday, Tuesday, Wednesday...etc). So, I would like to still be able to see them on my master sheet, but if the date of next visit falls with 6 days from now, they are reflected on the worksheet day they belong to (Monday-Friday) That came out a little jumbled, but I think I got my point accross. Thx, A |
show customer based on Weekday
Hi
What does reflected mean? Are they already on the sheet and you want them filtered or highlighted in some way? Are they not on the sheet and you want them inserted into it - if so, where? If people don't know exactly what you want, they are slow to reply as they don't know what kind of open ended commitment to your problem they are making. regards Paul PS now I've commited myself and don't know what's coming next!! |
show customer based on Weekday
well now you're in for it.
OK, I have a master list of 200 entries (Name, address, phone, contact, next visit) which I can sort by any column. Typically, I sort by date of next visit, so that the top 20 entries are the accounts I have to visit that day and tomorrows accounts are beneth them and so on. Now, when I try to use Streets and Trips, I have to import an entire worksheet from excel (minimum), so I end up with all my accounts being imported. My attempt at a solution... I've added 5 blank worksheets into my excel spreadsheet. So, I have Master, Monday, Tuesday, ..., Friday. I'm trying to find a way to have all the entries that are within six days (or I end up with a Monday appointments 3 weeks down the road) to automatically appear and disappear from the M-F worksheet that they belong to (based on date of next visit). So, if I have Monday April 10, 2006 as the next visit to an account, it will show-up on the Monday worksheet, as of Tuesday April the 4th, and will disappear when I change its date to Monday April 24, 2006 (the date of next visit). Basically, as I go through my day and change all the dates of next visit, I'll end up with a blank Monday worksheet, which will then fill up with next Mondays appointments on Tuesday morning. Maybe this is a job better suited for access? I think that's a little clearer. Thanks for any help or inseght you can provide. wrote in news:1144141805.128922.59750 @v46g2000cwv.googlegroups.com: Hi What does reflected mean? Are they already on the sheet and you want them filtered or highlighted in some way? Are they not on the sheet and you want them inserted into it - if so, where? If people don't know exactly what you want, they are slow to reply as they don't know what kind of open ended commitment to your problem they are making. regards Paul PS now I've commited myself and don't know what's coming next!! |
show customer based on Weekday
Hi Jill
Can you send me an email at and I'll send you a spreadsheet to have a look at. You get told off if you send spreadsheets to here. regards Paul |
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