pluginguin
New Member
- Joined
- Aug 10, 2016
- Messages
- 21
- Office Version
- 2019
- Platform
- Windows
This request has to do with my wish to document which customers need to be emailed about a "late" delivery, which customers were emailed already and when they have to be updated again about the progress of their order.
To achieve this I was tinkering around with an excel spreadsheet, but I am having trouble with updating files.
I have an xlsm-file with 2 sheets. The first (called "Import") contains a link to a csv dat we can refresh whenever there is a new csv. It will then populate the sheet with completely new data.
This data has 4 columns: order date, order number, customer name and order status
The second sheet ("Emails") is supposed to be the sheet where my colleagues can manually add some data to the records.
This data is the same first 4 columns from sheet "Import" but with an additional 3 columns:
Can anybody help me out please?
An example set of data on sheet "Emails" could be:
Administratie: 19095 - VehGro B.V.
To achieve this I was tinkering around with an excel spreadsheet, but I am having trouble with updating files.
I have an xlsm-file with 2 sheets. The first (called "Import") contains a link to a csv dat we can refresh whenever there is a new csv. It will then populate the sheet with completely new data.
This data has 4 columns: order date, order number, customer name and order status
The second sheet ("Emails") is supposed to be the sheet where my colleagues can manually add some data to the records.
This data is the same first 4 columns from sheet "Import" but with an additional 3 columns:
- a column where they document that they have emailed the customer (dropdown)
- a column with the date of first email (autofilled with vba script on change)
- a column with the date on which they should update the customer if the order is still late (after 4 days) (autofilled with vba script on change)
- Update the sheet "Import" (already works)
- Clear order lines from sheet "Emails" that are no longer present in sheet "Import" (because those orders have been shipped in the mean time)
- keep order lines on sheet "Emails" that are still present on sheet "Import" unchanged.
- add order lines from sheet "Import" that do not yet exist on sheet "Emails".
Can anybody help me out please?
An example set of data on sheet "Emails" could be:
Administratie: 19095 - VehGro B.V.
Orderdate | Order# | Customer Name | Order Status | Sent mail | Emailed on | Next email | |||
23-3-2022 | 000005615 | Customer ABC | Partially | ||||||
3-4-2022 | 000005804 | Customer BCD |
| ||||||
8-4-2022 | 000005904 | Customer CDE |
| Yes | 12-05-2022 | 16-5-2022 | |||
11-4-2022 | 000005933 | Customer DEF |
| ||||||
14-4-2022 | 000005990 | Customer EFG | Partially | ||||||
15-4-2022 | 000006005 | Customer FGH | Partially |