+ Reply to Thread
Results 1 to 2 of 2

Help with client database?

  1. #1
    Registered User
    Join Date
    02-06-2014
    Location
    Brussels
    MS-Off Ver
    Excel 2007
    Posts
    1

    Help with client database?

    I need help updating a client database at work. The main purpose if it is to keep track of sales per client, but at the moment, there are a lot of columns with client info and I need to add even more.

    My idea is to split this into 2 lists, one with sales and one with all the info. But is there a way I can link these lists? In other words, if I'm looking at the sales list and decide that I need some info about that client (for instance look up his e-mail address or phone number) directly, without having to open the second list and having to search through it again? Maybe even summarize some info about that client in the second list?

    Thanks.

  2. #2
    Forum Expert etaf's Avatar
    Join Date
    10-22-2004
    Location
    Wittering, West Sussex, UK
    MS-Off Ver
    365 (Mac OSX) (16.83 (24031120))
    Posts
    8,749

    Re: Help with client database?

    you can use index/match or vlookup - to bring back info if required

    how big is this database - sounds like you may need to convert to access
    Wayne
    if my assistance has helped, and only if you wish to , there is an "* Add Reputation" on the left hand side - you can add to my reputation here

    If you have a solution to your thread - Please mark your thread solved do the following: >
    Select Thread Tools-> Mark thread as Solved. To undo, select Thread Tools-> Mark thread as Unsolved.

+ Reply to Thread

Thread Information

Users Browsing this Thread

There are currently 1 users browsing this thread. (0 members and 1 guests)

Similar Threads

  1. Appointment Calendar that automatically syncs with Excel Client Database
    By Earthsong in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 02-08-2014, 08:13 PM
  2. One spreadsheet but adding hours on a client by client basis..
    By arthurArthur in forum Excel Formulas & Functions
    Replies: 0
    Last Post: 03-01-2013, 01:58 AM
  3. Replies: 5
    Last Post: 06-26-2012, 02:00 PM
  4. format cell to recall client name-enter a client #
    By cheryl in forum Excel Formulas & Functions
    Replies: 1
    Last Post: 06-22-2005, 06:05 PM
  5. [SOLVED] how do I set up a database for client information
    By Insurance Tracie in forum Excel General
    Replies: 1
    Last Post: 05-13-2005, 01:06 PM

Bookmarks

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts

Search Engine Friendly URLs by vBSEO 3.6.0 RC 1