YTLE#100: Array Formula Database Customer Evaluation

Hi I am looking to use Excel as a customer Database Just for My Daily call cycle as sales representative How would I set this up, we would need such tabs as Customer History, In-store Targets, Follow Up, Business Reviews Reminders, Much like a call card book with details of History & Invoices etc Is there a template i can use or modify are there any recommended software that have the same functions?

Thanks

I have an Access database of the customers for my business. It has them listed by the customer number (phone number). I have an Excel spreadsheet with a list of customer numbers that want catalogs. How can I get this database to get me the customer's name, Address, City, State, and Zip Code using the list in the Excel spreadsheet? This is really urgent, so any and all help is appreciated.

Thanks

hi, i am looking for a way to make an xml database that can fill in a series of cells based on the name we type in. if you look at my spreadsheet click on the SH tab or the TJ tab and you will notice the boxes that we use to fill in customer information. these boxes are also located in the unscheduled tab, and the monday through friday tab. these are the boxes that we use to enter in caller information and we place them in the appropriate time slot in the monday through friday tabs. i also need the name cell in every box to autocomplete like they would if i were using autofilter. the way i would like for this to work is to have a button somewhere that can be pressed at the end of the day that would compare the days customers information to the xml database and add any new ones to the list and add new invoice numbers to a list of invoices for existing customers in the database. if this can be accomplished my workbook would be so much more useful than it is now. can anyone help me do this??

Hi all i would like to create a customer database for my window cleaning company.

What i would need it to do is track/store customer details, address name etc also have a few clean frequency options e.g weekly, monthly, two monthly, yearly.

Also i need it to it to then show when a clean is due some how by knowing the last clean date or something.

I need to be able to mark jobs as done and customer paid or not
producing the relevant invoices and
Then need to to track expenses and income and debts owed by customers

is this even possible with excel and how hard would all this be?


a

Hello all,

I have what has to be a common enough question so I must not be smart enough to recognize the answer so I am just a little bit discouraged. I really have two objectives: One is to fashion a workorder sheet for my business and the second is to have that same workorder populate a customer mailing list.
Now I have figured out simply linking cells is not going to work as I want the customer data on the work order to writen into a new row within the mailing list. Cell link simply writes into the same box or can be set to be relative to the cell that data was input which doesn't work because I want that box to be in the same place on my work order. So now I am learning that a Macro is likely the answer...VBA, anyone?
If anyone has good ideas with the workorder I'll take those too!
Thanks for any replies, Bill T.

I am trying to help a friend build a small database of his customers.

Hopefully there is a template that is already built that I can use. I'm
thinking of a template that would give a defined window, for lack of a
better word, that displays the pertinent customer information from
another tab of data.

I hope I described that clearly.

Thanks in advance should you have such a template to share.

JNP

Hello

I have a quoting program in excel that I created, I use this program to quote customers for laser cutting. It is fairly basic, on the first page I input all the data required to determine the amount of the quote, such as the customer, the material, the size of the part, the amount of parts. The second page is a print page, set up to accordingly and drawing all it's information from the 1st page. The third page is a list of all my customers. On the 4th page is my current steel price list. All of this works great so far, but the problem is this:

I need to "Record" all the quotes I make. What I would idealy like to have is a different sheet for each customer, so that after I enter the information in the first page that, and select the customer, I could hit a button that would search for that customers "sheet" and copy the information to a new row there.

I am not that well versed in excel, so please keep the answers simple.

TIA

Troy

I have a customer database with name and email, among other things. Sporadically, customers request that we use a different email address. I am currently using a macro in excel to deal with it but wondering if anyone has a more efficient way to proceed with the macro.


What I have written looks over the database and places a marker --the new email address-- along side any out of date email. see below

''''''''''''''''''''''''''''''''''''''
Sub ChangeEmailAddress()

Dim Cell As Range
Set Cell = Application.InputBox _
(Prompt:="Use mouse to select cells", Type:=8)
Cell.Select

For Each Cell In Selection.Cells
If ActiveCell = "" Or ActiveCell = "." Then
ActiveCell.Offset(1, 0).Select

ElseIf InStr(LCase(ActiveCell), "my@oldemail.com") Then
ActiveCell.Offset(0, 1) = my@newemail.com"
ActiveCell.Offset(1, 0).Select

Else: ActiveCell.Offset(1, 0).Select

End If
Next Cell

End Sub
''''''''''''''''''''''''''''''''''''''

Over time, this way will produce an enormous amount of (probably unnecessary) code.

Any thoughts? Thanks in advance.

Hi,

I need to create a macro (or figure out some other way) to do the following:

If you look at the attached spread sheet you will see the first tab "Raw". This sheet contains customer information that is automated when someone signs up on a website. The problem is that when a customer selects more then one "Communication Attribute Description" the system makes a different row for each "Communication Attribute Description" selected.

Is it possible to create a macro that would remove duplicates and give me a drop down list in the "Communication Attribute Description" column that would show all attributes that were selected. For an example see the tab "Simple".

I have tried using VLOOKUP and IF functions to do this but I cant get to a solution that is easily readable and is time efficient.

Thanks for your help!

I want to create a customer database for my window cleaning round.

Now i am not sure if this is even possible but thought it was worth an ask.


I need to manage customers, cost of their clean, how often their clean is, daily job list so it monitors when customers are due a clean. In addition to this i need the ability to add work done inc cost so that it will all monitor incoming and out goings as well as debts.

This sounds impossible but i am sure there is some guru out their that knows this?

This could be done on seperate sheets so Customers on one with there info clean intervul and cost

Then another sheet for job list that will monitor when customers cleans are due etc then they link to each other to get relevant expenses etc.

Really hope this males sense?