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Creating a customer database with multiple services

  1. #1
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    Creating a customer database with multiple services

    Hello!

    I hope someone can help. I am looking to create a customer database, which has a list of around 300 customers on one tab. From there we offer around 30 different services, (which have tabs of their own), but not every customer gets the same services. I need a database that I am able to print which customers get each service. And this is something where I need to print the services separately, and have notes for each customer, per service.

    I am thinking have a main tab with all the customers, then additional tabs for each service we offer, and a formula or a way to reference the customer tab and the pertinent services. Then being able to sort that list alphabetically by customer name. And throughout the season, we have customers that no longer need the service, or adding customers.

    I am not familiar with VBA or Pivot Tables, but definitely willing to learn, if that is what it takes.

    I hope this makes sense.

    Thank you in advance for your help!

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    Forum Moderator alansidman's Avatar
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    Re: Creating a customer database with multiple services

    You have posted in the Access Forum. Are you looking for an Access Solution?
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    Re: Creating a customer database with multiple services

    No, I am sorry.

    I am looking for a solution using Excel 2010.

    How do I move this thread where it needs to be?

    Again, sorry for the confusion.

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    Forum Contributor arlu1201's Avatar
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    Re: Creating a customer database with multiple services

    Thread moved to the Excel forum.
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    Re: Creating a customer database with multiple services

    Thank you!

  6. #6
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    Re: Creating a customer database with multiple services

    Hi Shawn, welcome to the forum.

    The idea of the forum is to assist individuals who have a specific difficulty / are stuck with a particular formula, etc. It is not intended as a development service; and your post gives no clue as to your level of Excel ability. Perhaps you could share what you've done so far - that is, of course, assuming you have started this project? Are you having trouble with a formula, or just looking for general advice? If you can share what you've done, or ask a specific question, you are more likely to get a response, as, to be fair - I can't see an actual question in your post.

    Hope this helps.
    Brendan.


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