Customer Record Template

corndale

New Member
Joined
May 12, 2002
Messages
11
I am looking for a template which will allow me to create a customer record form in Excel (name, address, telephone #, balance owed, comments, etc.). I want to link various cells in this record to cells in a statement form which I created. I do not have MS Access or any other database program on this computer. Any suggestions?
 

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royUK

Well-known Member
Joined
Jul 24, 2002
Messages
1,606
Just set up a an Excel Database (simply a list)with columns for name,comments etc. Use Column A for customer id and then in your statement have a cell for customer ID and in the relevant cells use Lookup to get Excel to check the ID number and carry forward the relevant info - simplified example below
Book2
ABCDE
1CustomerIDNameAddressComments
21Bill
3
4
5
6
7ThisisyourDatabaseSheet
8
9
10
11
12
13CustomerId1
14
15BillLookupFormulaHere
16
17
18ThisisyourStatementSheet
19
20
21
22
Sheet1

This message was edited by royUK on 2002-10-04 10:10

SORRY THE ARROW DIDN'T COPY- THE LOOKUP FORMULA IS IN B15
This message was edited by royUK on 2002-10-04 10:12
 

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