Hi All,
I've come up against an issue. I'm sure it possible, only I don't have the knowledge.
I currently use Excel to keep track of what customers owe and when they pay. In it's basic form, it consists of two boxes for every day of the year. One records what they owe for any particular day and the other box is used to record when they pay a sum of money. There is a bit more to it but that summarises what it is used for. At the minute, I have a blank template and each time we get a new customer, I have to populate the customers name and then create a link to that particular sheet and paste it in to a summary sheet. As has happened these last few weeks, I've re-designed it because it is running slowly. I had some macro buttons that replicated themselves over and over, meaning there were hundreds pasted on top of each other on each page. I assume that this was the cause of the slow down.
The issue is, each time I tweak it, I have to enter 150+ customers names and the duplicating, pasting etc becomes repetitive and gives the opportunity for mistakes to be made.
What I am looking for is a way of creating a database of customers (it only needs to consist of the customers name) and a way of having it automatically duplicate the template spreadsheet and naming it as per the name on the customer database. Then, being able to access / search it either from within Access or Excel.
Does this sound possible and is there a reasonably simple way of doing it?
I'd appreciate your feedback.
Thanks,
Mark
I've come up against an issue. I'm sure it possible, only I don't have the knowledge.
I currently use Excel to keep track of what customers owe and when they pay. In it's basic form, it consists of two boxes for every day of the year. One records what they owe for any particular day and the other box is used to record when they pay a sum of money. There is a bit more to it but that summarises what it is used for. At the minute, I have a blank template and each time we get a new customer, I have to populate the customers name and then create a link to that particular sheet and paste it in to a summary sheet. As has happened these last few weeks, I've re-designed it because it is running slowly. I had some macro buttons that replicated themselves over and over, meaning there were hundreds pasted on top of each other on each page. I assume that this was the cause of the slow down.
The issue is, each time I tweak it, I have to enter 150+ customers names and the duplicating, pasting etc becomes repetitive and gives the opportunity for mistakes to be made.
What I am looking for is a way of creating a database of customers (it only needs to consist of the customers name) and a way of having it automatically duplicate the template spreadsheet and naming it as per the name on the customer database. Then, being able to access / search it either from within Access or Excel.
Does this sound possible and is there a reasonably simple way of doing it?
I'd appreciate your feedback.
Thanks,
Mark