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?