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UserForm for Similar Entries

  1. #1
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    UserForm for Similar Entries

    Wasn't quite sure how to title this thread, but I'll try and explain what I'm trying to do the best I can.

    I've built a spreadsheet to act as a database for customer information. This data includes company names, identifier codes, contact names, addresses, phone numbers, emails, blah blah everything you can think of. All of this information is arranged with a PivotTable to make it easy to access.

    I built a UserForm to help ease data entry, but I'm running in to a UX problem. For example if I wanted to add a new contact for a customer we already have information for, I would need to input ALL the customer information (addresses, account managers etc) just to add an extra person. This adds a whole lot of extra legwork to find all the info.

    I'm trying to edit my UserForm in a way so that the user can load a current customer's information, over type and save it to a new line in the source data.

    Here's a screenshot of my current userform, and below is the code I'm currently using to input new data. Please feel free to ask questions, I probably haven't explained it very well! I don't know a huge amount about VBA coding, so explanations on how to implement the code would be very helpful.

    Thanks,
    Dom

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    Last edited by DomSza; 09-30-2015 at 04:37 AM.

  2. #2
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    Re: UserForm for Similar Entries

    That's a lot of lines of code for one userform
    Is there a unique identifier for every customer you enter ? That way you can by entering that identifier lookup all data about an already entered customer.

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    Re: UserForm for Similar Entries

    Hi Bakerman,

    Thanks for your reply. I've revised my code and removed some of the unnecessary lines - but I'm happy for suggestions on how to slimline it further. Unfortunately the are not unique, they are used to help filter in to categories.

    I thought about using Customer Number, as they are all unique, but not every entry has one.

    Thanks,
    Dom

  4. #4
    Forum Guru bakerman2's Avatar
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    Re: UserForm for Similar Entries

    Please post example workbook for reference including userform and worksheet layout.
    Since there isn't a unique identifier a concatenation of Surname and Forename might work to lookup existing customer.

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