I have an estimate form that I fill out to give to customers, I would like to build a master list from the name address and phone in the estimate can this be done automatically?
I have an estimate form that I fill out to give to customers, I would like to build a master list from the name address and phone in the estimate can this be done automatically?
Short answer is 'Probably', but without seeing some data and some sort of expected output, that is as much as I'm willing to state
I am not willing to give answers based on that little Information, so if you Upload a sample workbook with an EXAMPLE of what you have (no personal/confidential/secure/etc...info), and some sort of expected output, with reasons why the output should be that way, I think we could help you a lot more
A picture may be worth a thousand words, BUT, a sample Workbook is worth a thousand screenshots!
-Add a File - click advanced (next to quick post), scroll to manage attachments, click, select add files, click select files, select file, click upload, when file shows up at bottom left, click done (bottom right), click submit
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Hi rkshelburne,
Yes, it can but it will require quite a bit of work.
You'll need the form you fill out on one sheet with two buttons on it, a second sheet that collects the information temporarily, a macro assigned to one of the buttons that copies the collected data from the second sheet and a third sheet where the data is copied to for long term storage of all records where you can then build reports from and lastly, another macro assigned to the second button to reset your input form fields.
At least, that's how I would do it. It's going to be quite a process if you don't know Excel/VBA very well and more difficult depending on the amount of data you want to collect. I'm sure you can find the help in here but people aren't going to be willing to do it for you as it will be time consuming. You'll find plenty of help getting you going in the right directions though and for helping you figure out parts if you become stuck.
To maximize how much help you receive, it's a good idea to always post example workbooks and be very descriptive of what you are trying to do and what your expected outcome will be. Make sure there is no information contained in the example workbooks that you don't want the world to see.
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Tony
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