sub list

  1. G

    master list into sub lists

    I am working on a team list. I have the manager names and all of my agent names. My problem is that the rosters can change anywhere from a monthly basis to a weekly basis. This makes calculations on my reporting much more difficult. Is there a formula to maybe put all the managers names in...
  2. N

    Autofil/Create a sub list from a master list

    I have a master list that I use to track all clients, potential and acquired, along with additional details. I want a sublist that is automatically updated/created based on the information added to master list that contains a list of clients based on a certain criteria found in a column in the...

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