Calculate Follow-Up Dates - Please help ASAP

  • Thread starter Thread starter jewelzeyes
  • Start date Start date
J

jewelzeyes

I am trying to create a database of potential volunteers, including each date
we have made contact with them. There are a lot that have not replied to
emails for whatever reason so I want to follow-up with them. I just need to
know when to contact them again. There's got to be a way to use excel to
calculate the next date each person needs to be contacted again. For example,
2 weeks from their last contact date, so then I can just sort by date, and
see who should be e-mailed each day. I know it can be done but anything I
find wants me to pay for it.

I'm not sure if this is the best way to set this up or not but I want this
info in my database. So far I just have these columns (so I can sort each)

NEXT CONTACT, Initial, 2nd, 3rd, 4th, Last Name, First Name, Position,
Address, Phone, Email

What is the best way to set this up and what formulas should I use?
 
Use a formula:

=CellWithInitialContactDate + 14

like

=A2 + 14

Format the cell for date.

In Excel, dates are simply the count of days since the start of the 20th
century, so each day is simply one more than the previous.
Times are decimal values, from 0 to 1, for 1 to 24 hours.

You could also use a conditional for when you have contacted them:

=IF(Cellwithcontactcompletion = "Contacted", "", A2 + 14)

HTH,
Bernie
MS Excel MVP
 
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