I need to create a contact management excel file. I attend a lot of meetings a meet a lot of different people and i want to keep everything up to date in an excel file.
I want the file to be easily updated and added to. I would like 3 buttons to push that will allow me to add a new meeting/ add a new contact/ create a report. After you push one of the buttons, then a form will appear where you can enter in the information based upon which of the 3 buttons you pushed.
I need all the information to be able to sync with each other, for example, if i want to create a meeting, i can enter in the attendees and if i already have them in the contact section, it will populate their information once i enter in their name. if i don't have them in the contact section, it will allow me to push the button to add them to the contact section (a form will pop up and i can add the information into the form).
Once i have added the contact information and meeting information (which will include notes on the meeting) i want to be able to create a report from certain criteria i choose (i.e. create a report about all the meetings i have had with 'Bob Smith'). I should be able to export this to word or print it easily straight from excel.
I also want to be able to export to a new excel file, several different peoples contact information based upon certain criteria. For example, i would filter based upon company, an event, or a time period. From that filter i need to export those contacts to a new excel file.
For the different sections, i need different criteria fields. Also, i will need to easily be able to add new criteria fields in the future. Therefore it needs to be dynamic so that the reports/ contacts/ buttons are able to adjust to the new criteria fields. New criteria fields include a lot of different fields. Just to start: 1) events: conference, meeting, roadshow, etc. 2)Contact: name, firm, position, telephone number, email etc. 3) Meeting: attendees, location, topics, questions etc.
Additional issues you need to be mindful of:
There may be several representatives from one company who attend a meeting.
Need to have a way to show that they were in the meeting.
Need to have a way to include notes about the meeting
These notes should be able to be included in a report created about those contacts
Also need an easy way to update the contact information (for example if someone switches jobs).
Need a way to easily delete a contact/ email address. Maybe a form to pop up and asks to enter the email address and once it finds that person, there is a button to delete that contact.
also, i need a button or someway to automatically save the file with today's date and if it has already been saved once today to add increasing values for version for example 'ver. 1' then 'ver. 2' then 'ver. 3' etc.
I would like to auto fill based upon first several letters if i have already entered the information (name of a company for example).
Please contact me if you have any questions and keep me updated on your progress by sending me the file you are creating so i can tell you if you are on the correct track or not.
I have attached an excel file here of what i had initially. It does not have any of the forms/macros i want so please do not think this is anywhere need what i want from the final product.
Hi Groverman. I have great experience in VBA and Excel to do the desired work for you. I can design a sample sheet for you with required functionality which you can have a look at before awarding the project. Kindly discuss.
Regards.
Usman.
Hi, I have more than 14 years of exp and I am expert in this kind of work. I have completed more than 200 projects. Please look at the feedback left by my employer to know more about my work. Waiting for your positive response. Thanks.
Hi,
I am interested in this job. I am a proficient MS-Excel developer. I have done several jobs here involving Microsoft Technologies. If interested in hiring me then please let me know so that we can discuss the scope, timelines and budget accordingly.
Thanks.
Regards,
Jawad
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