Creating a call log help.

[uscbryan]

I am a loan officer. Every week my boss gives me 80 to 100 or so names and numbers to call. I put them in excel. What I want to do is create a sheet that next to each name is a sort of an up down button. If I push it up it add a number. Down takes away a number. This will show how many times I contact the lead. Next to that I want another button (same type) to show how many times I make contact, and next to that a button that shows how many times I get an application from the lead. I will use these numbers to show the total times I dialed a lead to get my ratio of how many times I made contact and how many times I converted to a sale. I know how to do the basic division to get the ratios, I just don't know how to make the button. Now I just enter a number each time. But this is more time consuming when I am calling so many times per day. If at all possible it would be nice to date and time stamp it so I can keep track of the the date and times that seem to be most benifical to call and actually make contact. Is this something that is very hard to create? Thanks a lot.

[Duncan]

These two buttons will be your up/down buttons which you can use for
any cell you have selected.

Select the name you contacted before you push the button.

Make a button, put this code behind it.

Private Sub CommandButton1_Click()
ActiveCell.Offset(0, 1).Select
ActiveCell.Value = ActiveCell.Value + 1
ActiveCell.Offset(0, 1).Select
ActiveCell.Value = Now()
End Sub

make another button and put this code behind it

Private Sub CommandButton2_Click()
ActiveCell.Offset(0, 1).Select
ActiveCell.Value = ActiveCell.Value - 1
ActiveCell.Offset(0, 1).Select
ActiveCell.Value = Now()

End Sub

Hope this helps

Duncan


uscbryan wrote:

> I am a loan officer. Every week my boss gives me 80 to 100 or so names
> and numbers to call. I put them in excel. What I want to do is create a
> sheet that next to each name is a sort of an up down button. If I push
> it up it add a number. Down takes away a number. This will show how
> many times I contact the lead. Next to that I want another button (same
> type) to show how many times I make contact, and next to that a button
> that shows how many times I get an application from the lead. I will
> use these numbers to show the total times I dialed a lead to get my
> ratio of how many times I made contact and how many times I converted
> to a sale. I know how to do the basic division to get the ratios, I
> just don't know how to make the button. Now I just enter a number each
> time. But this is more time consuming when I am calling so many times
> per day. If at all possible it would be nice to date and time stamp it
> so I can keep track of the the date and times that seem to be most
> benifical to call and actually make contact. Is this something that is
> very hard to create? Thanks a lot.
>
>
> --
> uscbryan
> ------------------------------------------------------------------------
> uscbryan's Profile: http://www.excelforum.com/member.php...o&userid=35815
> View this thread: http://www.excelforum.com/showthread...hreadid=555892

[Duncan]

I just re-read your post and realised you wanted more than two buttons,
would suggest making a form which looked up the record and amended the
amounts,

have you looked at excels standard form?, (data - form) might make it
easier to amend records.

Duncan