Creating form notes using drop downs ?

[loracarol]

(I'm sorry if this isn't the correct forum; I don't actually know how I'd start, so I'm not sure if this would be a formula & function or something else.)

I work in a position where I work w/ multiple companies, and I often have to leave the same or similar notes on accounts, and I'm trying to figure out if there's an excel way to do that?

For example:

CompanyA - PhoneNumber1
CompanyB - PhoneNumber2
CompanyC - PhoneNumber3

Note example: Reached out to customer to ask if customer wanted Blue Teapots, asked customer to call us back at PhoneNumber

I'd like a way to have the Company names in a drop down that automatically populates the PhoneNumber in the note, so I can just c+p it. Is that a thing? So I could select CompanyB and the note would auto come up as Reached out to customer to ask if customer wanted Blue Teapots, asked customer to call us back at PhoneNumber2.

Thank you in advance!

[JeteMc]

Hello loracarol and Welcome to Excel Forum. If the drop down with company names is going to be in cell A2 then the note, in cell B2, could be populated using:

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If this doesn't work for your set up then please upload a small desensitized sample by clicking on the GO ADVANCED button below the Quick Reply window and then scrolling down to Manage Attachments to open the upload window.
Manually mock up the result that you want.
Let us know if you have any questions.

[loracarol]

Thank you! That is mostly what I'm looking for, though with a couple of tweaks. I can't figure out how to fake it in excel, so if this doesn't explain things, I'll try photoshopping a mock up?

But yes, that, though I'd like to select a drop down list of all the companies rather than having to edit A2 every time to be A2, A3, etc. ?

Also, is there a way to have it come out formatted as "text text text (number) more text" rather then just "text text text (number)"?

[JeteMc]

In the attached file the data validation in cell A2 refers to the list of companies in R2:R4. The phone numbers are in S2:S4.
Cell B2 is populated using: =IF(A2="","","Text text text "&INDEX(S2:S4,MATCH(A2,R2:R4,0))&" more text")
Let us know if you have any questions.

[loracarol]

Thank you! That worked beautifully, and now that I know what equations I'm looking for, I know what to practice. :D

[JeteMc]

You're Welcome and thank you for the feedback. Please take a moment to mark the thread as 'Solved' using the thread tools menu above your first post.
It may help us to help you in the future if you'll place the year version of Excel (i.e. 2016) in your profile as some functions are not supported by early versions and solutions will need to be tailored accordingly.
I hope that you have a blessed day.

[loracarol]

I'll go ahead and do that - and sorry about that, this is a work computer, and I'm not actually sure how to find that info, but I'll make sure to have it figured out before/if I have another question. :D

[JeteMc]

This linked article may help with determining the version.
https://www.myexcelonline.com/blog/w...ion-do-i-have/
Let us know if you have any questions.