J
John Kitchens
I am using Excel 2000. I have a template that the user fills out and saves
as an xls, not xlt, file each time they wait on a customer. There will be
maybe 60 or so tickets on any given day. All of the daily tickets are named
for example, t1059(100604), t1060(100604), etc. and saved in a daily folder
named for example 100604, 100704, etc.
Tommorrow the user starts a new folder and continues naming the files per
the above example.
On each ticket(file) I have a combox made from the forms toolbar that
contains a list of every customer that has ever visited us. Each time a new
customer comes in we type their name in a certain cell and hit enter and
then it is available in the combobox to select for future visits.
When we save this file under the name t1061(100604) etc. the persons name is
listed in the combobox so that when the file is reopened at a later date
their name will be there so it is easy to tell who the customer is. This is
a new division of our company and at the present time there are only a few
hundred customers. Some of the customers visit numerous times a day. It is
not practical to save the files under the customer's name.
Eventually there will probably be 500 or more customers.
NOW MY QUESTION.
I would like a file that I could open and type the name of a customer and
through the use of a macro have excel either open all of these files or
provide a list of all the files that contain the customers name.
For example, if Widget Manufacturing has been a customer for the past 6
months and call and wants to know how much activity they has done with us
for a certain time period I would like to be able to put his name in and
press a button, or something to that effect, and obtain a result of all his
files.
If I could obtain a list of these files I have another template that I could
use to provide a summary and give me the desired information I just need a
way to FIND the files.
If there is a way to look in multiple folders that is desired, but if it
could only look in one folder at a time I could live with that.
I hope this makes sense.
Thanks for any help or suggestions that are given.
Sincerely,
John Kitchens
as an xls, not xlt, file each time they wait on a customer. There will be
maybe 60 or so tickets on any given day. All of the daily tickets are named
for example, t1059(100604), t1060(100604), etc. and saved in a daily folder
named for example 100604, 100704, etc.
Tommorrow the user starts a new folder and continues naming the files per
the above example.
On each ticket(file) I have a combox made from the forms toolbar that
contains a list of every customer that has ever visited us. Each time a new
customer comes in we type their name in a certain cell and hit enter and
then it is available in the combobox to select for future visits.
When we save this file under the name t1061(100604) etc. the persons name is
listed in the combobox so that when the file is reopened at a later date
their name will be there so it is easy to tell who the customer is. This is
a new division of our company and at the present time there are only a few
hundred customers. Some of the customers visit numerous times a day. It is
not practical to save the files under the customer's name.
Eventually there will probably be 500 or more customers.
NOW MY QUESTION.
I would like a file that I could open and type the name of a customer and
through the use of a macro have excel either open all of these files or
provide a list of all the files that contain the customers name.
For example, if Widget Manufacturing has been a customer for the past 6
months and call and wants to know how much activity they has done with us
for a certain time period I would like to be able to put his name in and
press a button, or something to that effect, and obtain a result of all his
files.
If I could obtain a list of these files I have another template that I could
use to provide a summary and give me the desired information I just need a
way to FIND the files.
If there is a way to look in multiple folders that is desired, but if it
could only look in one folder at a time I could live with that.
I hope this makes sense.
Thanks for any help or suggestions that are given.
Sincerely,
John Kitchens