I created a collections form from several linked tables. On our aged receivables table I added a cell with a validated list were a customer ID can be entered. There is an associated macro that will go to the customer account detail form and update the filter with the selected ID from the Aging table. This way collections can review the overall current status and then jump to a single customer and find Invoice detail, credit balances, terms, contacts, call notes, ect...
It works pretty smoothly however I am wondering if there is a way to simplify selecting a customer from the aging table. Right now you type or paste the ID you want detail on into a selected cell and then click the button. I would like each table line to have its own button to eliminate the data entry process all together if possible. Is there a way to do this without writing a new macro for each line?
It works pretty smoothly however I am wondering if there is a way to simplify selecting a customer from the aging table. Right now you type or paste the ID you want detail on into a selected cell and then click the button. I would like each table line to have its own button to eliminate the data entry process all together if possible. Is there a way to do this without writing a new macro for each line?