Connecting Dynamic Table with Manual Static Data in Sheets

[Denis_B]

Hi All, first time poster, long time lurker!

Problem: Gym churn report. Client details are imported from a CRM who match criteria (not attended a class for 30 days).
The Trainers then manually add if they contacted said member and add notes.
When this list is refreshed and client data gets shifted or removed, how can you link the Dynamic data with the Static Data.

Eg. Client moves up one row, Contacted/Notes also moves with the record.
Eg. Client is removed from the list and the Contacted/Notes are erased.

Excel has self referencing sheets that allow you to do this however Sheets does not have this feature and for usability it needs to work in sheets.

 

[OaklandJim]

Your need is not so clear to me.

Might this work...There are two worksheets, one has dynamic data the other is static. When dynamic data is updated, retrieve the Contacted and Notes data from the static worksheet for the respective CRM entry. Then the updated dynamic data -- with Contacted and Notes data -- is transferred to the static worksheet for input.