Hello,
I'm trying to use Excel as a quotes database for my sales team. We have an Access DB on our shared drive, but it's much too slow for the sales team on the road to access & use. I'm searching for something a little more user-friendly!
Here's where I'm stuck: I need to have the ability to enter information into an Excel form (I have one created) and then have that information automatically update the cells in another sheet with that same information.
For example; if I enter John Doe (Sheet 1, A1) 123 Happy St. (Sheet 1, A2) Anywhere, TX (Sheet 1, A3), is there a way to update the 2nd sheet of the workbook with the same information for reporting purposes?
I'm happy to send an example of my quote template for clarification if that helps.
Thank you in advance for any guidance/suggestions!
I'm trying to use Excel as a quotes database for my sales team. We have an Access DB on our shared drive, but it's much too slow for the sales team on the road to access & use. I'm searching for something a little more user-friendly!
Here's where I'm stuck: I need to have the ability to enter information into an Excel form (I have one created) and then have that information automatically update the cells in another sheet with that same information.
For example; if I enter John Doe (Sheet 1, A1) 123 Happy St. (Sheet 1, A2) Anywhere, TX (Sheet 1, A3), is there a way to update the 2nd sheet of the workbook with the same information for reporting purposes?
I'm happy to send an example of my quote template for clarification if that helps.
Thank you in advance for any guidance/suggestions!