I have built a database in Excel but Ragic is just what I have been looking for.
I am skilled at Excel/VBA but not much experience with relational database. Hope someone can help.
My project is fairly simple… I have 1000 contacts with 7 types (used selection) and it also calculates days since last contact. I also want to be able to input opportunities for individual clients/prospects then filter by
- Pipeline Status
- Client Category
- Days Since Last Contact
- All Opportunities
I have other ideas but this will be my starting point.
Have created a Contact sheet that I really like but don’t know if I create a separate sheet for opportunities then link to individual client pages. When I try to link the fields in the Opportunity page are shared grey except “comments”
In advance thanks for the help