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Linking a template to a summary excel database

  1. #1
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    Linking a template to a summary excel database

    I basically have a client information template that my employees can use to store new client information. I want to have this information link to anther excel workbook (or another program if applicable) that summarizes key information about all clients. I don't want to have to enter the data twice. I need to somehow link the template so that any time someone saves a new client information sheet, it populates automatically to the summary database.

    Thanks for your help.

    Andrew

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    Re: Linking a template to a summary excel database

    Welcome to the Forum, unfortunately:

    This is a duplicate (3rd) post and as such does not comply with Rule 5 of our forum rules.
    Ben Van Johnson

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    Forum Expert JBeaucaire's Avatar
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    Re: Linking a template to a summary excel database

    When you joined the forum recently you agreed to abide by the Forum Rules, but in haste I fear you might not have actually read them. Please stop and take a moment to read them now. We all follow these rules for the benefit of all, as must you. Thanks.

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    Pay attention to rule #5 specifically.
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