Hello, I'm trying to get help with clients/customers follow up/tracking file,
too much ideas flows into my brain so I don't know where to start and how, I ask for help with some description in case it's a VBA Code and hope that you understand if there is something not logic surely I might didn't thought of it
well, I try to get auto generated Unique ID Code for 4 types of accounts as in the attached file and some drop down lists and autofill on other sheets
Contacts : to record all Contacts Details, try to get unique ID Based on the type
Input: sheet that includes all the transactions data, supported by data from contacts sheet (drop down lists or Auto complete while typing)
the cell Serial# should be work as a KEY in case there is an Addition, and the Additions also should be continues to each other under the same serial
DUE, Customers Report, Renewal list sheets : I still working on it to get an idea how it should looks like
I know there is many professionals here who can give the hand in getting it done and I much appreciate every help
Excel File on Google Drive
Thanks and Best regards
too much ideas flows into my brain so I don't know where to start and how, I ask for help with some description in case it's a VBA Code and hope that you understand if there is something not logic surely I might didn't thought of it
well, I try to get auto generated Unique ID Code for 4 types of accounts as in the attached file and some drop down lists and autofill on other sheets
Contacts : to record all Contacts Details, try to get unique ID Based on the type
Input: sheet that includes all the transactions data, supported by data from contacts sheet (drop down lists or Auto complete while typing)
the cell Serial# should be work as a KEY in case there is an Addition, and the Additions also should be continues to each other under the same serial
DUE, Customers Report, Renewal list sheets : I still working on it to get an idea how it should looks like
I know there is many professionals here who can give the hand in getting it done and I much appreciate every help
Excel File on Google Drive
Thanks and Best regards
