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Creating a Customer List with Userform and Macros

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    Creating a Customer List with Userform and Macros

    Hi guys, I've a huge customer list that is very troublesome when I try to input new clients.
    Current:
    My client base is sorted by Alphabets, (i.e. if a new client is Alpha Company, I would input his details in 'A' worksheet, Bravo Company on 'B' Worksheet, so on so forth)

    New:
    I created a Userform (refer to Excel attached), and by keying in the details in Frame 2 of the Userform, if the company is starts with 'A', its details would be generated in a new row in 'A' worksheet. This goes the same for all other alphabets.

    For Frame 1 of Userform, which is the search function, when I key in the company ID (For e.g. A-2), the details of A-2 will appear in the UserForm. And when i key in the company name (or part), it will show me the field (or closest field), much like the search function (Clt-F).

    Will appreciate any help! Thanks!
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    Re: Creating a Customer List with Userform and Macros

    Please Login or Register  to view this content.
    If you are happy with my response please click the * in the lower left of my post.

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    Re: Creating a Customer List with Userform and Macros

    Maybe this one can help


    Kind regards
    Leo
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    Re: Creating a Customer List with Userform and Macros

    Hi stnkynts, I tried your codes, it works well! Except for a few things, hope you could help me with it!

    1. Searching through Company ID:
    (I placed a screenshot in the 'Input' worksheet of the Excel to illustrate what i meant in case i fail at explaining )
    By keying in the Company ID, all the details of the company will appear in the UserForm box, and i can make changes to it and click 'EDIT" below. This would edit the details without creating a new row.

    2. Searching through Company Name:
    Unfortunately, this doesnt work. When part of the company is search, (for e.g. "Alpha" of "Alpha Company"), can it return the cell at which the value is? (i.e. Cell B2 of Worksheet "A")

    3. The textbox all worked perfectly! However, if I may just include one more - The checkboxes. If for e.g. Checkbox "T-shirt" and Checkbox "Diary" are selected, it will return "T-shirt/Diary" in Column L

    4. Lastly, "Add New" Command Button works excellently but could it close the Userform when pressed? and perhaps take me to the new added row in whatever sheet it was added in? I was also hoping "Clear" button would clear all fields and "Close" button could close the userform.

    THanks alot! Really appreciate it.
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    Re: Creating a Customer List with Userform and Macros

    Hey Leo,

    Thanks for your help. I tried the macro, however, it returns an error saying:

    Compile Error:
    Wrong Number of arguments or invalid property assignment.


    Regards

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    Re: Creating a Customer List with Userform and Macros

    Oeps, little missing of me, solved here


    Kind regards
    Leo
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    Re: Creating a Customer List with Userform and Macros

    and 1 with the checkbox included


    Kind regards
    Leo
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    Re: Creating a Customer List with Userform and Macros

    Heres what you need. Just add your other options to the code

    Please Login or Register  to view this content.
    Thanks,
    Mike

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    Re: Creating a Customer List with Userform and Macros

    Hey Leo,

    Thanks so much! It all worked as I'd wanted!

    Last thing though, could the 'EDIT' feature I mentioned earlier be included as well?


    Cheers,
    yawwwn

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    Re: Creating a Customer List with Userform and Macros

    little bit confusing with the edit but i think you want
    to make changes in existing customers, so is done in this one


    kind regards
    Leo
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    Re: Creating a Customer List with Userform and Macros

    Hey man thanks a whole lot! It works perfectly!

    Regards,
    yawwwn

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