Keep Log of Insurance Quotes (Transfer from Quote Tool to Log History Archive)

Turk182

Board Regular
Joined
Sep 9, 2009
Messages
68
Office Version
  1. 365
Platform
  1. MacOS
good evening Everyone,

I have the following data in cells E5:J5 of a currently-open workbook entitled “Quote Tool” (imaged below):
“Date”, “First Name”, “Last Name”, “Year”, “Make”, “Model”.
Screenshot 2024-05-28 082749.png



I would like to assign to a button VBA code that will do the following:
COPY E5:J5 of “Quote Tool”;
OPEN a separate workbook (from my Desktop) entitled “Quote Log History” (see image below);

QuoteLog.png


PASTE that copied information to cells A2:F2 of “Quote Log History”;
COPY L7:L11 of “Quote Tool”;
PASTE that copied information to cells G2:K2 of “Quote Log History”;
COPY P5:P8 of “Quote Tool”;
PASTE that copied information to cells L2:O2 of “Quote Log History”;
COPY N14 of “Quote Tool”; ‘Policies for MLD
PASTE that copied information to cell P2 of “Quote Log History”;
COPY L5 of “Quote Tool”; ‘Base Premium
PASTE that copied information to cell Q2 of “Quote Log History”;
COPY P9 of “Quote Tool”; ‘Sum of Other Lines
PASTE that copied information to cell R2 of “Quote Log History”;
COPY P14 of “Quote Tool”; ‘Base Premium ‘Combined Total Auto + Other Lines
PASTE that copied information to cell S2 of “Quote Log History”;
[While still in the “Quote Log History” view], DISPLAY a MESSAGE BOX instructing the user as follows: “To enter Next Quote, please Press ‘ENTER’”;
DISPLAY Quote Tool” again.
SELECT cell E5 of “Quote Tool”
Note: Every subsequent copy of E5:J5, L7:L11, P5:P8, N14, L5, P9, and P14 should be pasted in the first available row AFTER the previous pasted entry.

Thank you,
Turk 182
 

Excel Facts

Wildcard in VLOOKUP
Use =VLOOKUP("Apple*" to find apple, Apple, or applesauce
You can use the Excel Macro Recorder to perform the above actions and record a VBA macro.
 
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