We are trying to set up an excel spreadsheet to keep track of comments made by our employees regarding clients. The attached spreadsheet is a example of what I'm trying to do.
We've got a list of 200+ clients and trying to synch up Client Status info between our employees has become a chore. What I'd like is for a client manager to make their comments on the sheet and for their comments to populate in a second sheet in a running log format.
1. Is it possible to only pull the highlighted fields?
2. If possible, can it be set up that the highlighted info can be transferred in such a manner that it populates specific columns relating to that specific client or would it be easier to use a filter option to sort entries?
I'm open to any/all suggestions on how to best handle this.
Thank you,
Antonio
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