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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