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Drop Down list for customer in a job file

  1. #1
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    Drop Down list for customer in a job file

    I have a workbook that I open for each job we receive. On the first sheet I call the job information sheet I hand enter the following info

    Customer name in one merged cell
    address in one merged cell
    city and state zip in one merged cell

    This info is then transferred to a few other sheets within the workbook IE invoice sheet, Labor sheet ect

    I would like to created a customer list that I can use a pull down list and input this info on the job information sheet

    I have attached a copy of my file for reference.

  2. #2
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    Re: Drop Down list for customer in a job file

    Hello, try selecting a name from the dropdown list in the "Job Information" TAB cell C4.

    I created a new tab "DropDown" that has the Customer Name, Address and City/Zip. After you select the name from the dropdown, the rest of the fields will populate.
    Attached Files Attached Files

  3. #3
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    Re: Drop Down list for customer in a job file

    XX7 thanks that is what I am looking for. one question how do you create the dropdown arrow for the cell I would like to add this feature to couple other sheets

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    Re: Drop Down list for customer in a job file

    In the tabs at the top of excel go to the Data tab. Highlight the information with a heading that you would like to make a drop down of. Click "Data Validation". Under "Allow:" select List. Your source should already be the data you highlighted; these will be the options in your dropdown menu.

    See here for more details: http://office.microsoft.com/en-ca/ex...010342357.aspx

  5. #5
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    Re: Drop Down list for customer in a job file

    Select Data, Data Validation

    Allow: "List"
    Source: **select the range of cells you want in the list

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