Hi,I need this help and it is very urgent..Your help will be much appriciated.I need an Excel sheet which can remind me on the current date if i have any task to be completed.Its ok if it has a macro.For eg..I could have spoken to a customer 7 days back and i should be responding to him today. when i open my excel and run the macro i should have the list of customer's names, Invoice number, the last comments and the actions that needs to be taken..
There are a couple of types of spreadsheet - Depending on the size of the data you are working with - filter may the quickest option or Query report.
Your worksheet will contain all your data i.e. Customer, contact no, outstaning actions and due date - You can create a filter aon this set criteria on the due data - as less than or equal to todays date - which will only display your outstanding actions required by today or earlier.
Another option if you have installed MS Query, is to create a seperate report - again using the criteria of due date being less than or equal to today.
Producing this from your existing data is much easier than trying to re-create your data - But I can send you how I would create this sheet if the above explanation is not easy to follow - If you let me have your email address.
257 views
Usually answered in minutes!
×