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#1
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Drop Down Menu AutoPopulate Contact Info?
I have a template for filling out quotes and I was looking to create a drop
down menu with all of the names of customers that I regularly send out quotes to (it's about 20 people). I have figured out how to make a drop down list with a bunch of names but I would like it so that when I select a name from the drop down menu, the customers contact info pops up on the quote under the name. Is this even possible? Thanks! |
#2
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Drop Down Menu AutoPopulate Contact Info?
Use VLOOKUP or INDEX/MATCH
http://www.ozgrid.com/Excel/excel-vlookup-formula.htm http://www.ozgrid.com/Excel/left-lookup.htm -- Regards Dave Hawley www.ozgrid.com "Clay H" Clay wrote in message news I have a template for filling out quotes and I was looking to create a drop down menu with all of the names of customers that I regularly send out quotes to (it's about 20 people). I have figured out how to make a drop down list with a bunch of names but I would like it so that when I select a name from the drop down menu, the customers contact info pops up on the quote under the name. Is this even possible? Thanks! |
#3
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Drop Down Menu AutoPopulate Contact Info?
I'd build a table on a separate worksheet.
Put the customer names in column A and the rest of the contact stuff in B:E (say). Then if A1 contained the dropdown (data|validation???) for the names, you could use this: In A2: =if(a1="","",vlookup(a1,sheet2!A:E,2,false) In A3: =if(a1="","",vlookup(a1,sheet2!A:E,3,false) .... If you send that workbook to your customers, remember that you'll want to convert these formulas to values and delete that table sheet. (I wouldn't want to share customer x info with customer y.) Clay H wrote: I have a template for filling out quotes and I was looking to create a drop down menu with all of the names of customers that I regularly send out quotes to (it's about 20 people). I have figured out how to make a drop down list with a bunch of names but I would like it so that when I select a name from the drop down menu, the customers contact info pops up on the quote under the name. Is this even possible? Thanks! -- Dave Peterson |
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