crm

Hi I have some VBA to insert / update a column on the active row when changes are made within a range on the active row. The vba is working when I use cell references, however when I use table named ranges it errors. Private Sub Worksheet_Change(ByVal Target As Range) 'Update CRM date when...

Hi looking to create a CRM system for our business has anyone got any recommendations? Thanks

Hello everybody. I'm trying to understand the feasibility of a project. I've got login and password for entering CRM SIEBEL 7.8 and executing manually a range of operations. Can I replicate the same operations by an automation with Excel Vba? If yes, what do we need? (Firstly, I think atleast...

Hi, new member to the forum here. Your help would be much appreciated. I'm beginning to build a dynamic dashboard to show the current state and availability of system environments however I'm struggling with displaying the data in the correct format that I want from a pivot table and chart. I...

After scouring forums, I have yet to find a solution to sharing an excel workbook without losing several features (Eg: macros, tables etc). I have built a Customer Relationship Management (CRM) system within excel and have a need to share it with three other users. Unfortunately, many of the...

I have a worksheet that that refreshing it's data from a Microsoft CRM every hour. I in turn have code that refreshes pivot tables on another worksheet after it senses a worksheet change on the sheet where the CRM data dump is happening (is there a better way to do that?). I would like to add...

Dear all, I need to create a macro that can produce a new workbook with the list of the most recent users of my company, so that we can print their membership cards. From my company's admin I can export the complete list of users with their name, serial number and address. Every time we export...

Hi, I'm trying to use Zoho CRM's API to suck data directly into Excel using a web query. The data comes in XML format. When I pull the data into Excel, it comes like this: uri no FL val /crm/private/xml/Leads/getCVRecords 1 *the actual...