Hello everyone,
I have a logbook of customers to report when I have called a particular customer and what it was about (see example: Example Logbook Customers.xlsx).
On the other hand, I receive on weekly basis an aging report of my customers (see example: Example Aging report.xlsx).
I would like to link these 2 reports. It would be nice if only my last call is visible in this list (in this example, it would be the call of 14th May).
Is there a possibility to do that? Does anyone have an idea?
It would be much appreciated
Thanks a lot,
Best regards,
Mathieu
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