CRM / Customer Diary tracker

[nickjh7]

Hi!

I don't need a CRM, however what I do need is Excel to provide some functionality to act like one.

Worksheet 1) Master customer list, add a customer & information i.e;
Trading Name / Postcode / Account Brief / Latest Comment / Latest Comment Date

I then need to add them depending on buying tendancies to different worksheets which copies & syncs all information. So I can choose say Customer 'X' on a different excel sheet, add a new conversation we have and if he's on other worksheets, that to update to.



Is this possible?

[arthurbr]

Probably, if we can see your data ( see yellow banner)

[nickjh7]

Have attached a sample,

I would ideally like the Customer Comment / date etc to sync across the workbooks.

I have customers which I may speak to buying several times a year that's all and don't want to have to keep checking every worksheet for the latest comment/quote.

Cheers