Client Database - Newbie help?

[LeeAustin]

Hi All,


Great Forum here but I am really new to EXCEL I only use it for basic spread sheets.


What I'm after?

Ok, I work for a removal company, when we get a new enquiry, I am looking at doing the following - Have an Excel Document with 5 Tabs across the bottom.


1) Enquiry

2) Customer File Front Cover

3) Quotation

4) Instruction sheet for Crews

5) After Move Survey


Then when a member of our sales team receives an enquiry they can fill out the details on Tab 1 (Enquiry) - I can then make a template on each other tab of our File Front, Quotation, Instruction Sheet etc.etc. and use the information inserted into First Tab to fill in the gaps in the other tabs.


I'm fine with that I can do it no problem.


What I'm after though is to have a list of regular Clients numbered 1,2,3,4,5,6etc.etc. so someone can insert 2 for Example and this will automatically insert CLIENT2's details in? I was thinking of using something similar to


=IF(A1=2,"Example Client Ltd","MISSING DETAILS")


Just wondering if there is an easier way? Hope this all makes sense and thank you in advance for help.


Regards,


Lee

 

[Luke M]

If the client information won't be manually overwritten, you'll want to use some sort of lookup function, most likely VLOOKUP to get specific information. If it will be overwritten possibly, you'll need to use a macro to transfer the data.


If the latter, I'd recommend a quick Google search for "Excel customer list database" to find some good templates to get you started on how to do something like that.