gabrielbsosua
New Member
- Joined
- Jun 23, 2022
- Messages
- 1
- Office Version
- 365
- Platform
- MacOS
Hi all,
I've been trying to create a worksheet that when I insert a row with certain information, for example: Client, phone number, email, address. It creates a new worksheet for that specific client automatically, with that information already in it, and space to add other, more detailed information, such as last purchases, price of the purchases, etc. This new worksheet would be a copy of a template with the information from the master worksheet already inserted.
Ideally the master worksheet would have the client name or id be a link to the detailed worksheet for that client and have the name of the new worksheet be the client name or id also.
How can I do this?
I've been trying to create a worksheet that when I insert a row with certain information, for example: Client, phone number, email, address. It creates a new worksheet for that specific client automatically, with that information already in it, and space to add other, more detailed information, such as last purchases, price of the purchases, etc. This new worksheet would be a copy of a template with the information from the master worksheet already inserted.
Ideally the master worksheet would have the client name or id be a link to the detailed worksheet for that client and have the name of the new worksheet be the client name or id also.
How can I do this?
