Customer Record Template In Excel

corndale · #1 October 4th, 2002, 01:59 PM

I am looking for a template which will allow me to create a customer record form in Excel (name, address, telephone #, balance owed, comments, etc.). I want to link various cells in this record to cells in a statement form which I created. I do not have MS Access or any other database program on this computer. Any suggestions?

**smurfy** · #2 October 4th, 2002, 02:16 PM

Hi Corndale.
I don't know of any templates but I have made similar to this many times using VBa.
Excel can be made to act like a simple database program but it takes a fair bit of code to do so properly.

Got a couple of Questions for you about what you are wanting though...

1) What Excel version.
2) Are you intending to have the Excel workbook keep a database of all entries or is this just to simplify data entry for your statement form which I assume gets printed out?

corndale · #3 October 4th, 2002, 04:19 PM

To Smurfy:

Replying to your questions as follows:
1) What Excel version. XP
2) Are you intending to have the Excel workbook keep a database of all entries or is this just to simplify data entry for your statement form which I assume gets printed out? Data entry for my statement form.

**smurfy** · #4 October 8th, 2002, 11:09 AM

corndale, sorry for the delay here. I thought I still had an example/tutorial on creating a VBa userform for someone but can't find it.

Give me another couple of days and I'll write one up and upload it to my webspace for you to have a look at.
Will be Excel2000 but AFAIK it's the same in XP.

corndale · #5 October 9th, 2002, 11:48 PM

Thanks - I'll look for it.