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Is there a function for adding text from 'latest update' cells to 'historic actions' cell?

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    Is there a function for adding text from 'latest update' cells to 'historic actions' cell?

    Hi,

    Hopefully someone on here will be able to help with my issue.

    I am creating an excel table that will be used by a salesperson at our company. It currently has a list of about 100 companies along with their contact details. However, because his sales process can often involve multiple points of contact (an initial call to a gatekeeper, another call a week later to chase a decision-maker, an email sent with details on our company, etc) until we hopefully take the lead on as a client I would like to add a 'historic actions' column that is automatically updated with his entries into a 'latest actions' column.

    For example it might look like the attached.

    Where anything that's entered in the 'latest action' cells gets added to the start of the 'historic actions' cells when the table is updated. For example a 'historic actions' cell might end up looking like:

    (3rd ACTION) Called Alexandra and arranged a store visit in June | (2nd ACTION) Spoke to receptionist Stephen again and got number of Manager Alexandra | (INITIAL ACTION) Phoned and spoke to receptionist Stephen


    So sorry if this doesn't make any sense, but hopefully someone will be able to decipher my ramblings.

    Thanks,

    Denholme
    Attached Files Attached Files

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    Forum Guru Pete_UK's Avatar
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    Re: Is there a function for adding text from 'latest update' cells to 'historic actions' c

    Your sample file only includes a few examples (3), and they are all for different companies, so it doesn't really form a suitable basis for addressing your main query, which is about combining multiple records for the same company.

    Please attach another sample file which addresses these drawbacks, and please show (manually) what you want to achieve with that data.

    Pete

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    Re: Is there a function for adding text from 'latest update' cells to 'historic actions' c

    Hi Pete,

    thanks for getting back to me. I've edited and attached the file again to show how I would like the spreadsheet to act.

    As you can see I would like the 'historic actions' column/cells to update with the text from the 'latest action' column/cells each time the spreadsheet is updated.

    Hopefully this is more clear.

    Any more information you need just let me know.

    Thanks,

    Denholme
    Attached Files Attached Files

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