Hi
I have a master sheet of all the customers that my team need to call. I want each of them (CC Name) to have their own individual worksheet containing their own accounts to chase and update. During the day I want to check their progress, so I require their notes from their individual worksheet to update my master sheet.
Can someone help?
Thanks
Gabe
PS - below is a snapshot of my spreadsheet. Sorry I do not know how to attach the actual spreadsheet as this is my first posting.
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I have a master sheet of all the customers that my team need to call. I want each of them (CC Name) to have their own individual worksheet containing their own accounts to chase and update. During the day I want to check their progress, so I require their notes from their individual worksheet to update my master sheet.
Can someone help?
Thanks
Gabe
PS - below is a snapshot of my spreadsheet. Sorry I do not know how to attach the actual spreadsheet as this is my first posting.
Account No. | Customer Name | CC Name | Total | Last Called | Next Call | Amount Forcasted | Amount Promised | Payment Date | Week/Month | Query Date | Query Type | Query Amount | Query Sent To |
K006181 | Samir | Carrie | 930.00 | ||||||||||
K008981 | Artillery Lanet | Robert | 1,390.08 | ||||||||||
K008188 | Ash Industrial | John | 29,122.96 | ||||||||||
K008291 | AXIS BV | John | 3,642.44 | ||||||||||
K008088 | Bargate Homes | Carrie | 140.04 | ||||||||||
K008818 | Chelford Properties | Amid | 815.28 | ||||||||||
K008829 | NJ Pill | Amid | 283.14 | ||||||||||
T089 | Dashwood Group | Carrie | 613.14 | ||||||||||
K008191 | Dublin Bay Inns | Mary | 1,908.00 | ||||||||||
K008888 | First Vintry Property | Carrie | 98.30 | ||||||||||
K008911 | G Park | John | 23,291.09 | ||||||||||
K000098 | Gillhams | Carrie | 197.38 | ||||||||||
K008091 | GPG | Mary | 1,622.40 | ||||||||||
K002688 | GVAS | Amid | 5,717.54 | ||||||||||
K008828 | CHIPS | John | 43.01 | ||||||||||
K002828 | ING Lionbrook | Mary | 3,775.20 | ||||||||||
IK029 | Interserve Project Services | Robert | 120.00 | ||||||||||
K008282 | J. Packman | Robert | 21.00 | ||||||||||
K002609 | John Lott | Mary | 2,693.40 | ||||||||||
K268 | Motor N1 | Gary | 806.40 | ||||||||||
PAZX001 | Motor Building Maintenance | Gary | 1,796.31 | ||||||||||
K008998 | Motor Construction | Gary | 2,057.76 | ||||||||||
K008260 | Kent Development Property | Mary | 558.00 | ||||||||||
RR112 | Wales Diocesan | Carrie | 884.24 | ||||||||||
K008181 | Lothian Pension | Robert | 136.80 | ||||||||||
K008086 | LPA River of Shelton St. | Robert | 90.00 | ||||||||||
K008889 | LPA River RT Bellows | Mary | 1,043.10 | ||||||||||
K008818 | MCD Developments | Robert | 864.00 | ||||||||||
K006218 | ABC Group | John | 20.00 | ||||||||||
K008818 | ABC Group | John | 4,437.60 | ||||||||||
K008861 | ABC Group PLC | John | 19,576.45 | ||||||||||
K008118 | ABC - CBC | John | 227.18 | ||||||||||
K008688 | Mentor Art | Carrie | 948.14 | ||||||||||
K008891 | Metro Trust | Jane | 42,598.53 | ||||||||||
K008206 | MITIE Property Services | John | 4,954.79 | ||||||||||
K008088 | Morrison Wales | John | 7,065.71 | ||||||||||
K008209 | Mr Halliwell | Mary | 202.00 | ||||||||||
K002181 | NJ Gill & DH Johnson | Amid | 2,201.10 | ||||||||||
O001 | Oxford Village | Jane | 21,179.70 | ||||||||||
K008189 | Oxford Village Direct Services | Jane | 13,504.77 | ||||||||||
ST289 | POP Management | Robert | 114.00 | ||||||||||
P081 | Plus Cane | Jane | 26,202.70 | ||||||||||
K008818 | Questway in Town | Amid | 631.69 | ||||||||||
K006162 | Remox Investments | John | 445.44 | ||||||||||
K002122 | RG Magie | Amid | 201.60 | ||||||||||
K008888 | Ross Freese | Mary | 900.00 | ||||||||||
K008068 | SA Patient & Son in Liquidation | Carrie | 18.00 | ||||||||||
K001066 | South Tyneside Homes | Mary | 387.88 | ||||||||||
K008888 | Standard Life Investments Property | John | 232.50 | ||||||||||
K002968 | Team Group | Carrie | 427.20 | ||||||||||
K006281 | Branch of South Tyne | Carrie | 835.20 | ||||||||||
T188 | Touchstone C P S | Carrie | 357.22 | ||||||||||
K008081 | Universities Superannuation Scheme | John | 915.46 | ||||||||||
K008188 | Vince Construction | Carrie | 899.12 | ||||||||||
K008188 | Whatmore | Robert | 144.00 | ||||||||||
K008088 | Dixon s | Jane | 23,016.64 | ||||||||||
K008211 | Wrexhin Constructions | Robert | 136.80 | ||||||||||
K008808 | Yappi Company | Carrie | 368.58 |
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