Hi,
I was just curious if this was possible - and could not find any further information anywhere else.
I am in the service business, for each of our service jobs that we perform there are many different steps to completing the job for example-- the quoting phase - receiving a purchase order - scheduled jobs - invoiced jobs - etc. I have an e-filing system set up that I would like to somehow link to excel if this is possible. I currently have a job folder for each job, and as the job progresses I "cut" the job folder, and paste it into the next step folder. Example: Job is in the quote folder- after job is quoted and we receive a Purchase order, I cut the Job folder from "Quoted" and move into "Received Purchase Order" folder.
I would like better visibility on our process and was curious if there was any excel formula that could sort the data based on my movement of these folders outside of excel.
If anyone has any insight on this or any ideas to help me track this without the double work of just manually tracking the movement of folders --- I would greatly appreciate it!
Thank you!
Keith
I was just curious if this was possible - and could not find any further information anywhere else.
I am in the service business, for each of our service jobs that we perform there are many different steps to completing the job for example-- the quoting phase - receiving a purchase order - scheduled jobs - invoiced jobs - etc. I have an e-filing system set up that I would like to somehow link to excel if this is possible. I currently have a job folder for each job, and as the job progresses I "cut" the job folder, and paste it into the next step folder. Example: Job is in the quote folder- after job is quoted and we receive a Purchase order, I cut the Job folder from "Quoted" and move into "Received Purchase Order" folder.
I would like better visibility on our process and was curious if there was any excel formula that could sort the data based on my movement of these folders outside of excel.
If anyone has any insight on this or any ideas to help me track this without the double work of just manually tracking the movement of folders --- I would greatly appreciate it!
Thank you!
Keith
