Creating an fully automated excel file with macros and crm sync
I want you to take excel file containing 20 categories/colums and over 500 plus rows of data creating 10+ queries for each categorical row of data I want to be able to add to this data to give me, automated projections for instance, I want enter a desired name I want to pull up calculated info, charts.
calculation of all service record categories/fields
calculation of all job receipt categories/fields
calculation of all payment receipt categories/fields
Query of all Invoices, to include all possible client data
calculation and query of inventory in cubic meters
categories plus data creating 10+ queries* denote every category found in series of doc
for each categorical row of data
I want to be able to add to this data to give me, automated projections for instance,
I want enter a desired name I want to pull up calculated info, charts. On new inputed data
want prompt to come up asking for invoice number, contract info*three words Quaterly
monthly, saundries .Pay
Lastly i want this to be able to have future dates sync with outlook and outlook calendar as appointments
shared with users on andriod.*http://www.eway-crm.com/free-outlook-crm* please read overview
This calendar must be able to accurately show appointments for jobs on site
then on each main on site: job ranging through
estimate/T, Gpc ,fogging, to include alarm for the following prompts Job receipt, service record.
On the final analysis, i want you to trouble shoot areas in which this file will ultimately fail, to give data
specification for failure; an account which does not exist, a calculated figure which is inaccurate in comparison to the
strict figures provided , a client who does not exist at a said location and or a wrong cost, or contractual information.