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Excel CRM notes page? Can this be done?

  1. #1
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    Excel CRM notes page? Can this be done?

    So I have a client relations managment database in excel...

    I have 9 Colums for each row (client) containing information such as total spend & contact info etc.

    What i want is a notes page for each client... Ideally, a button or hyperlink i can click for each row that opens a text box so that users can input notes for each customer.

    Currently I use "Comments", but is there a better way to do this?

    See the attached sheet, but ignore the errors as i have had to delete other sheets due to confidentiality.

    CRM copy.xlsx

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    Re: Excel CRM notes page? Can this be done?

    Your post does not comply with Rule 1 of our Forum RULES. Your post title should accurately and concisely describe your problem, not your anticipated solution.

    Use terms appropriate to a Google search. Poor thread titles, like Please Help, Urgent, Need Help, Formula Problem, Code Problem, and Need Advice will be addressed according to the OP's experience in the forum: If you have less than 10 posts, expect (and respond to) a request to change your thread title. If you have 10 or more posts, expect your post to be locked, so you can start a new thread with an appropriate title.

    To change a Title go to your first post, click EDIT then Go Advanced and change your title, if 2 days have passed ask a moderator to do it for you.

    (This thread should receive no further responses until this moderation request is fulfilled, as per Forum Rule 7)
    Ben Van Johnson

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