I have quote package for my estimators to use where they select the customer from a drop-down list and the other customer fields are automatically filled in. The problem is when its a new customer not on the list. In the current approach, the user gets an error message "the value you entered is not valid."
I would like them to continue on and enter the customer information manually. Later, I can update the customer list & information.
Customer information is currently on a sheet called Clists. Each row contains a customer's information: name, contact, address, city, st, zip, phone, etc. The sheet has a header row.
On the Estimate page where the user would normally type the customer's name, they now select the customer from a drop-down list generated by a Name defined by OFFSET(Clists!A2,0,0,COUNTA(Clists!$A:$A)-1,1).
The other customer fields are filled by doing an index match to the customer name using INDEX(Clists!C2:C1000,MATCH($B$1,Clists!$A$2:$A$1000)). Each field has a similar INDEX formula.
Any ideas or suggestions would be welcome.
I would like them to continue on and enter the customer information manually. Later, I can update the customer list & information.
Customer information is currently on a sheet called Clists. Each row contains a customer's information: name, contact, address, city, st, zip, phone, etc. The sheet has a header row.
On the Estimate page where the user would normally type the customer's name, they now select the customer from a drop-down list generated by a Name defined by OFFSET(Clists!A2,0,0,COUNTA(Clists!$A:$A)-1,1).
The other customer fields are filled by doing an index match to the customer name using INDEX(Clists!C2:C1000,MATCH($B$1,Clists!$A$2:$A$1000)). Each field has a similar INDEX formula.
Any ideas or suggestions would be welcome.
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