I am using excel 2010 to build a client management database. I would normally use access but I need for this to be opened easily on office for mac.
So I have a number of data sheets, collection of lookup tables and pivot tables which are all working well.
But, I want to find a way of creating a form which will allow for data to be entered.
At the moment the user has to go to the main client sheet and fill in the relevant colums on a row. For example contact, address and course info.
I would like to create 2 data entry forms (as all of the data would be captured across two simultaneous situations) which are linked to buttons. So click 'create new client' button, an entry form then opens (either as a pop up or within a sheet, I don't mind) to collect the data, creata a new entry in the main spreadsheet and enter all of the information.
The second data entry would need to contain a lookup as the data would be assigned to an existing client ID. So, click 'create new booking', a form opens, user would lookup the correct client ID which would pull in their name (as confirmation), the user would then enter the course details which would be stored against that client.
Please, if anyone can help i'd appreciate it.
Thanks
Luke
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