Creating A Customer Database In Excel

[John Purdy]

I am trying to create a customer database using Excel.

Under the first tab I would like to be able to enter a search criteria
into a box. It should search in the any of the fields being maintained.

It will then present a list of possible options from the search.

The user will select the entry and have a box on the first tab populated
with data from the data tab. Sort of a poor man's CRM. For this use,
it could also be a rolodex type of function, but I want to maintain
about 50 fields of data.

Is there a template out there that would do something like this?

If I am not clear, please respond with a clarifying question.

Thank you in advance for your help.

John Purdy

 

[Debra Dalgleish]

I don't know of any templates that have the features you're looking for,
but if you search the Internet, you may find something.

If you have to build your own, there are a few examples here that may
help you get started:

http://www.contextures.com/excelfiles.html

Under UserForms and Add-Ins, look for 'UF0003 - Parts Database with
Comboboxes'
Under Filters, look for 'FL0001 - Product List by Category' and 'FL0008-
Filter Rows for Text String'

 

[kfogle]

You could also try making your "database" into a LIST. This will allow
your users to search on criteria within one or more fields using
automatic filters. It won't give you a separate tab, but is very
dynamic. A big advantage is not having to revert back to the search
tab each time you want to change your criteria.