ChristineJJohn
New Member
- Joined
- Feb 22, 2016
- Messages
- 4
Hi All!!!
I’ll try to keep the background on this as brief as possible.
I have new matters that come in all day long through a Network system/software and I’m notified by email as they come in. I divvy each new matter out to my Team Members on a daily basis and I run a report twice a week.
Each Team member is assigned an ID Number:
Moe is identified as 1
Larry is identified as 2
Curly is identified as 3
Shemp is identified as 4
Some customers have Team members assigned to them, others don’t.
In any case, I keep a separate spreadsheet to make sure that when I divvy out the matters daily, I disseminate the unassigned matters evenly so that come report time, each Team member has as close to an equal number of matters assigned to them as I can get them.
What I’d like to do is have columns E, F, G and H automatically populate depending upon the Team member assigned in columns C or D.
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD="align: center"]A[/TD]
[TD="align: center"]B[/TD]
[TD="align: center"]C[/TD]
[TD="align: center"]D[/TD]
[TD="align: center"]E[/TD]
[TD="align: center"]F[/TD]
[TD="align: center"]G[/TD]
[TD="align: center"]H[/TD]
[TD="align: center"]I[/TD]
[TD="align: center"]J[/TD]
[TD="align: center"]K[/TD]
[TD="align: center"]L[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD="align: center"]Matter #[/TD]
[TD="align: center"]Customer Name[/TD]
[TD="align: center"]Pre-Assigned Team ID No.[/TD]
[TD="align: center"]Team ID No.[/TD]
[TD="align: center"]Moe[/TD]
[TD="align: center"]Larry[/TD]
[TD="align: center"]Curly[/TD]
[TD="align: center"]Shemp[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]123[/TD]
[TD]It's a Wonderful Day[/TD]
[TD="align: center"]1[/TD]
[TD][/TD]
[TD="align: center"]1[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]456[/TD]
[TD]Thank you in Advance[/TD]
[TD="align: center"]4[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: center"][/TD]
[TD="align: center"]1[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]987[/TD]
[TD]For Your Assistance[/TD]
[TD][/TD]
[TD="align: center"]2[/TD]
[TD][/TD]
[TD="align: center"]1[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
Columns I, J, K, and L keep a running total from day to day.
Columns C and D have drop-downs with options 1 through 4 to choose from
For example, if I choose 1 at C2, I want E2 to auto populate with the number 1. Or, if I choose 4 at C3, I want H3 to auto populate with a 1. Or if I choose 2 at D4, F4 will auto populate with a 1, etc.
Any suggestions?
Thank you in advance for your assistance in this matter!!!!
I’ll try to keep the background on this as brief as possible.
I have new matters that come in all day long through a Network system/software and I’m notified by email as they come in. I divvy each new matter out to my Team Members on a daily basis and I run a report twice a week.
Each Team member is assigned an ID Number:
Moe is identified as 1
Larry is identified as 2
Curly is identified as 3
Shemp is identified as 4
Some customers have Team members assigned to them, others don’t.
In any case, I keep a separate spreadsheet to make sure that when I divvy out the matters daily, I disseminate the unassigned matters evenly so that come report time, each Team member has as close to an equal number of matters assigned to them as I can get them.
What I’d like to do is have columns E, F, G and H automatically populate depending upon the Team member assigned in columns C or D.
[TABLE="class: grid, width: 500"]
<tbody>[TR]
[TD][/TD]
[TD="align: center"]A[/TD]
[TD="align: center"]B[/TD]
[TD="align: center"]C[/TD]
[TD="align: center"]D[/TD]
[TD="align: center"]E[/TD]
[TD="align: center"]F[/TD]
[TD="align: center"]G[/TD]
[TD="align: center"]H[/TD]
[TD="align: center"]I[/TD]
[TD="align: center"]J[/TD]
[TD="align: center"]K[/TD]
[TD="align: center"]L[/TD]
[/TR]
[TR]
[TD]1[/TD]
[TD="align: center"]Matter #[/TD]
[TD="align: center"]Customer Name[/TD]
[TD="align: center"]Pre-Assigned Team ID No.[/TD]
[TD="align: center"]Team ID No.[/TD]
[TD="align: center"]Moe[/TD]
[TD="align: center"]Larry[/TD]
[TD="align: center"]Curly[/TD]
[TD="align: center"]Shemp[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]2[/TD]
[TD]123[/TD]
[TD]It's a Wonderful Day[/TD]
[TD="align: center"]1[/TD]
[TD][/TD]
[TD="align: center"]1[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]3[/TD]
[TD]456[/TD]
[TD]Thank you in Advance[/TD]
[TD="align: center"]4[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD="align: center"][/TD]
[TD="align: center"]1[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
[TR]
[TD]4[/TD]
[TD]987[/TD]
[TD]For Your Assistance[/TD]
[TD][/TD]
[TD="align: center"]2[/TD]
[TD][/TD]
[TD="align: center"]1[/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[TD][/TD]
[/TR]
</tbody>[/TABLE]
Columns I, J, K, and L keep a running total from day to day.
Columns C and D have drop-downs with options 1 through 4 to choose from
For example, if I choose 1 at C2, I want E2 to auto populate with the number 1. Or, if I choose 4 at C3, I want H3 to auto populate with a 1. Or if I choose 2 at D4, F4 will auto populate with a 1, etc.
Any suggestions?
Thank you in advance for your assistance in this matter!!!!