Spreadsheet To Track Customers Contact Information And Purchase History
Jul 1, 2013
I am creating a spreadsheet to track customers contact information and purchase history.
A B C D
1 First Name Last Name Phone Number Etc.
2 Mike Jones
3
I wanted to know if theres a way to click on a customer (say Mike Jones) and be able to enter and view purchase history information relating to that customer in either a drop down box or different sheet?
ex.
Mike Jones
Date Item Spent Last Contacted
4/24 Toy $500 4/31
5/16 Movie $15 5/20
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Sep 29, 2008
I have a Purchase Order template that I created in Excel and an Excel Customer spreadsheet. I am trying to get the Customer Name, Address, City/State/Zip (all found in different columns on the customer spreadsheet) to autopopulate on the Purchase Order when the matching phone number is entered. New to advanced formulas but looking for something like: if the phone number on the purchase order equals the phone number on the customer database, bring over the Customer info above to the appropriate cells on the purchase order.
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Feb 17, 2009
I have a formula that needs some tweaking. This formula is to reference the ACCT and find the “best” contact information and return the result to the Merge sheet. If the ACCT does not have a Parent then you reference the ACCT to the abc_Phonelist sheet. If the ACCT does have a Parent then use the Parent ACCT since it has a more desirable account number to reference against the abc_Phonelist. If the ACCT or the Parent ACCT uses Processors then the ACCT from the Processors sheet has the best reliable account number to reference against the abc_Phonelist.
In sum, there are three different possible “number tiers” that can be used. The first, the ACCT phone number. This means that the ACCT has neither a Parent nor a Processor. The second, the parent ACCT phone number. This means that the ACCT has a Parent, but neither the Parent ACCT nor the ACCT has a Processor.The third, the Processor phone number. This means that either the ACCT or the Parent ACCT has a Processor phone number.....
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Sep 15, 2008
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Feb 3, 2014
User will save as Job # or Job name to their computer This job # or Job name will be also typed in location ..lets say cell a2 of every workbook the user creates from the master workbook. After the user is finished inputting all data into workbook they save it when they save it to send or have another workbook pull from it certain information...lets say total hours and total $$ respectively in cells s30 and p18
this workbook will save those numbers every time the user opens the one he is working on and saves it(could the workbook be closed and still store these data figures from other workbooks)
workbook called "DATA STORAGE" will compile this information from every workbook created from the original master workbook.
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Dec 17, 2013
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May 27, 2009
i have this spreadsheet that has 2 tabs titled "master" and "unique". "master" has a list of ingredients (8 each), a number associated with it and a store number associated with it. for example (basil-136-r5). now, each store number has a different number associated to the ingredient. for example (basil-136-r5, basil-235-r6). on the "unique" tab/spreadsheet, im supposed to create a formula that calculates the number of times (ex: basil) is used and what number is associated with it to the store number. here is a pic:
<img src="http://img.photobucket.com/albums/v105/SeaDonkey/pic1.jpg">
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Jan 5, 2009
Hi folks, I got great help just now on the first part of this project and am hoping to get lucky again. I attached a workbook. This is traffic count data. I need help pulling information from spreadsheet named HourTotals.
The data is in cells H2:AE366, it is 24 hours wide by 360 days long. I need to search that range for the highest number and in addition to the number get the corresponding date from the date_ column and the hour from the corresponding hr_X column and paste that information into another spreadsheet and repeat that process for say 500 values.
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Sep 10, 2008
I am trying to do is create and link and user form to put information into a spreadsheet. Layout of the form is done but I'm not sure how to link the cells. Also, there are some cells pre-filled that should show up on the form but I don't want the user to change those (columns a,b,c - guessing i will protect those).
Would be great if the user could navigate rows within the form so I included buttons for previous and next entries (this feature would be very similar to the built-in data form that excel provides). My sample spreadsheet is attached.
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Nov 20, 2011
I have a spreadsheet here that collect information through vb, now when the first agent is done with the information needed and click on the save command button the information is saved in the spreadsheet.
For example:
A | B | C | D | E
1 Date | Name | Birthdate | Gender | Age
2 11/20/11 | Greg White | 04/12/1977 | Male | 34
3 11/20/11 | Greg Blue | 04/12/1977 | Male | 34
4 11/20/11 | Greg Green | 04/12/1977 | Male | 34
5 11/20/11 | Greg Black | 04/12/1977 | Male | 34
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Nov 21, 2012
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H:Burney TableMaterial That Needs AddedMaterial to be added.xls
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Sep 20, 2013
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Jun 19, 2007
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Apr 7, 2014
I am new to Excel VBA and am trying to create a macro that will draw information from a spreadsheet. The code i have written so far is shown below:
Sub Event1()
'Dim Event Date As Double
Dim Message As String
Dim Ans As String
' Prompt for Data
[Code] ......
The section i am having issues with is shown in red above.
What i am trying to do is have a message box pop up with the information as shown based on a date being typed into the the original box that pops up (Please enter a date and click on OK). The following message box then displays the required information from the spreadsheet.
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Aug 9, 2013
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Oct 24, 2007
I have created a userform but just unsure how to format the code in order to get information to appear in a spreadsheet
http://www.srfl.ca/userform.htm
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Nov 27, 2012
I used to use Excel many many years ago for all my basic business databases and pivot table reports (so was at a basic competency level) and want to use it again but it has been quite a while and I can't remember how to do the following.....
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Feb 27, 2009
We have a specific time frame for WIP and to purchase new supplies before they run out.
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Here's the formula used.
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Aug 22, 2007
I have an unusual request this time. Client wants this and I know it's dumb but this is what they need and I can't figure it out (not smart enough ).
They have the following as contacts in column A:
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This is a list of 10,000 names and I have no idea.
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Mar 27, 2014
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Apr 22, 2009
I am trying to enter a formula that will automatically suggest a purchase quantity by comparing the pieces needed against the required package quantity. I have attached a small example workbook, which has a description of the requirements for the formula, but I will also incude that description in this post.
Problem Description:
Our purchasing guideline is that we MUST order product in package quantities, as the vendor won't ship a partial package. The required package quantity for each part is shown in column B. If the pcs needed qty in column A is less than half the buy pack qty, you buy zero. If it is half or above, you buy a full package.
I want to put a formula in column C that will recommend the suggested buy quantity. The formula would need to compare the pcs needed to the buy pack qty, and put the suggested buy qty in column C. It should also consider multiples of the buy pack qty, such as if the buy pack is 5, and the pcs needed is 12, the formula would suggest 10 pcs. If the buy pack is 5, and pcs needed is 13, the formula would suggest 15 pieces, etc. I have manually entered the sugg buy qty for the first 22 rows, to give examples of what value the formula should return.
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Oct 15, 2008
I have a workbook which I use for invoicing customers. Sheet one is the inovice template. Sheet two is the contact details of all my clients (i.e. column headings are Name, Address 1, Address 2, Town/City etc.).
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Apr 10, 2013
I've been tasked with entering a list of contacts into our database. The list is pretty long, so I want to upload it all into our dbase by reorganizing it all into a csv file. I need fields for name, title, organization, address, phone number, etc. problem is not all contacts have info for all fields. I'm having a hell of a time getting this data into a usable format.
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Dec 2, 2013
I am putting together a master sheet of 1000s of contacts for colleagues taken from various sources (outlook contact download, linked in download, inputted business cards etc). I have noticed that everyone has their own way of using outlook and the data (normally addresses and phone numbers) appear in different columns and formats. I have used the function concatenate to add zeros back to numbers if i have had to use .csv as the download output, but I have the issue of mobile numbers in the wrong columns (i.e. someone has put a mobile number as the business phone). Is there a way of creating a new column and then applying a logic formula of some kind saying if a number starts with 07 then it appears in the new column, but if it doesnt then to ignore it therefore separating the mobile numbers so I can add to the correct column?
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Jan 23, 2014
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