Learn How To Become An Excel Developer As I Create This Customer Manager In Excel From Scratch

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  • Опубликовано: 20 янв 2025

Комментарии • 482

  • @ExcelForFreelancers
    @ExcelForFreelancers  15 дней назад

    😱 𝗧𝗨𝗥𝗡 𝗖𝗢𝗠𝗣𝗟𝗘𝗫 𝗗𝗔𝗧𝗔 𝗜𝗡𝗧𝗢 𝗦𝗜𝗠𝗣𝗟𝗘 𝗦𝗢𝗟𝗨𝗧𝗜𝗢𝗡𝗦 𝗪𝗜𝗧𝗛 𝗔𝗜 ▶ www.excelforfreelancers.com/AiDataAnalystYTPinnedComment

  • @RayAdamson
    @RayAdamson 4 года назад +4

    I've used my COVID time at home wisely by watching and learning from these training videos, thanks again Randy 👍

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      That is the best way to use the extra time, improving and learning. Fantastic!

    • @mbtijanii6305
      @mbtijanii6305 4 года назад +1

      I did the same :)

  • @macman007747
    @macman007747 4 года назад +4

    Another fantastic lesson Randy! I have to keep telling myself that you have tons of experience and you have a pretty good idea what your going to show us before you start, because sometimes working through all the connections and dependencies makes me think my head will explode and you never lose track...lol. I may have a concern to work out as at one point i deleted the last customer, who had contacts, invoices, and work orders which then ended up belonging to the next customer I added new. I'm rethinking the whole 'Delete Customer' thing, but I will work it out. I'm not sue it makes sense to delete invoices etc., or to orphan them when the customer gets deleted.
    In any event, I am just doing this to learn at this point, and that is working 100%. You are excellent at designing, programming and presenting all this material for our consumption. I highly recommend you and definitely give you 5 stars. Thanks!

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +2

      Deleting records can be a dangerous thing for applications, especially when there are invoices and payments. Generally when you have dependences you will not want to delete customers, Better to have an Active/Inactive option for large applications. I my Accounting Applications Customers and Vendors cannot be deleted if Invoices, Purchases or Payments have already been recorded.

    • @invisibleone6267
      @invisibleone6267 Год назад

      @@ExcelForFreelancers if i may, it is recommanded not to delete records like this, due to legal\iligal problems it may arise

  • @leshock7179
    @leshock7179 4 года назад +2

    Hi Randy,
    I just recently discovered your channel and this is the first tutorial I followed along from start to finish. Thank you so much for your teaching & sharing.
    I retired last year from my corporate gig and wanted to start my own property maintenance related business this year. I’ve been looking for some guidance on how to build a relational-type database in excel that would handle a contact list and invoicing, and you’ve just provided it to me. My next video to conquer will be Invoicing and then Work Orders. After that will be creating a schedule for the work to be done and an email confirmation to the customer. You have it all so far and more business related stuff that I never even thought of doing in Excel. Because of all the Covid-19 business going on right now, looks like I’ll have to delay my start-up until next year, when I can actually knock on some doors for drumming up some business. But I’ll have time to learn all your tips and tricks, and build a nice little application for next year.
    Regarding this video, I identified 3 gap items where 2 of them were addressed in today’s download.
    1.) The missing Delete Contact code was corrected. Many others commented too.
    2.) When an existing Customers Contact detail was updated, that detail wasn’t carried back to the hidden columns (O~R) in the CustomerMgr worksheet. But you added the “LoadContacts 'Reload Contacts” line of code into the Sheet1 Change section. Good job!
    3.) If you delete Dexter Bauer from Asia Electric (as one example), the row numbers in Column G do not update accordingly except for last row, where Amy Smith was inserted with the = "=Row()" coding. You may want to run that formula all the way up to Row 4 in column G.
    4.) This final item is not necessarily a gap item, but more of a clean-up item. Cust ID’s 1 and 2 were deleted from the Customers table, but not from the other 3 worksheets. Might be a good thing to cover if this is your first one-to-many tutorial. Thoughts?
    I’m curious about further enhancements, and maybe/probably you’ve covered them in other video’s. If you have, kindly direct me.
    1.) The Invoice and Work Order tables are only 10 rows long. Is it possible to add a vertical scroll bar to each table for lists longer than 10 rows? Descending would be nice too.
    2.) If you click the “Add Contact” button in error, there’s no elegant way to bail out. An “Abort” button beside the “Save Contact” button might be nice. Rather than reselecting the Customer to restore the data that was cleared out.

    • @leshock7179
      @leshock7179 4 года назад +1

      After thinking a little more about 4.), maybe the better approach would be to first check to see if there are any valid related records that should be kept. If there are, disallow deletion of the Customer. If there are no valid/active related records, proceed with the cascade delete activity.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Les, thanks so much for your feedback and details. I used to run a maintenance company for 10 years so you will see a lot of similarities in the work. Most of the applications I develop for RUclips are basic ideas and concepts that show the potential of Excel and are very far from complete, ready-to-use applications. Therefore if you would like to use these in real-world situations a lot more needs to be done with them. I try to fit the training within an hour or so each week, so there are always going to be features to add, and code to write to help debug issues.
      I hope this helps and thanks very much for the feedback.

  • @kensimba7868
    @kensimba7868 4 года назад +2

    I cannot believe am getting all these for free. May the good Lord bless u mightily Randy and this is golden 👌

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Thanks so much Ken, I am glad you enjoy the training and the downloads. If you would like to support us, you can get 100 of my applications for just $37.00 right here> www.excelforfreelancers.com/product/100-of-my-best-excel-workbooks
      Thanks so much.

    • @kensimba7868
      @kensimba7868 4 года назад +1

      I would definitely want to support u. Let me gather some cash then I'll be back hopefully soon

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Thank you so much Ken. Much appreciated.

  •  4 года назад +2

    OMG. Such a perfect video again. Thanks for teaching us Sir. You are the best mentor....

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      For sure, you are very welcome. Thank you for your Likes, Shares & Comments. It really helps.

  • @keyasales
    @keyasales 3 года назад +1

    you are the god of excel. thanx for sharing this workbook.

  • @ExcelForFreelancers
    @ExcelForFreelancers  Месяц назад

    ⚡ 𝗦𝗜𝗠𝗣𝗟𝗜𝗙𝗬 𝗖𝗢𝗠𝗣𝗟𝗘𝗫 𝗘𝗫𝗖𝗘𝗟 𝗧𝗔𝗦𝗞𝗦 𝗜𝗡𝗦𝗧𝗔𝗡𝗧𝗟𝗬 𝗪𝗜𝗧𝗛 𝗘𝗫𝗖𝗘𝗟 𝗔𝗜 𝗧𝗢𝗢𝗟𝗣𝗔𝗖𝗞 𝗔𝗗𝗗-𝗜𝗡 👉 www.excelforfreelancers.com/ai-toolpack

  • @GE-EduCARE
    @GE-EduCARE 2 года назад +1

    Your video is a nice one. I do have plenty in my channel. Yet, its something i have ever liked to watch the method of teaching.

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад +1

      Thank you very much, I really appreciate that Excel Passionne

  • @bartfonteyne9237
    @bartfonteyne9237 4 года назад +7

    Dear Randy. Again an excellent professional training video.
    I really appreciate the effort you put in every time. Stay healthy and keep up the excellent training work.:)

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Thanks so much Bart, I really appreciate that and take care of yourself as well.

  • @ersingungor6101
    @ersingungor6101 2 месяца назад +1

    You are brilliant!

  • @erikguzik8204
    @erikguzik8204 4 года назад +1

    Couple of notes... you always show us hot to get the Developer TAB... Just RIGHT Click up in the ribbon area, the second Option is CUSTOMIZE THE RIBBON. Also you do lots of Cell formatting, being an old DOS guy, keyboard shortcuts are my favorite. ALT {H,FN} Brings up the Format Cell Dialog box. Some people like the mouse, some like the keyboard. I know there are plenty of places to find them but just thought maybe someone might like it. Thanks

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      Thanks Erik, I am going to try to use more keyboard shortcuts, just as you suggested (especially the Format Cell Dialog as I use it 100 times when creating these) ALT {H,FN). This way I will get use to it and I can teach others. I am a 'shortcuts' guy so anytime i can save time, as you see with the automated code via Autohotkey, so this will be helpful. Much appreciated.

  • @omaralmubayd
    @omaralmubayd 3 года назад +2

    Is there a ready software that can do this with similar interface? Please, help me.

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад +1

      Hi Omar, thanks so much. You are welcome to download this, customize it and use it however you like. I hope this helps and thanks so much.

  • @bogdank5639
    @bogdank5639 3 года назад +1

    Very good and funny videos bring a great sense of entertainment!

  • @EshaAbdulIslam
    @EshaAbdulIslam Месяц назад +1

    Hey Randy,
    I am working from this video it is quite helpful for me as a beginner and it's fantastic however i have noticed that you didn't write the code for delete contact, it is not in the given file also. Would you help me for that i would be grateful

    • @ExcelForFreelancers
      @ExcelForFreelancers  Месяц назад

      Hi and thanks. Yes i left that out purposely so that followers can learn to code.
      Please just extract the row and then within the database you can delete the row such as
      .Range(CustRow & ":" & CustRow).entirerow.delete
      I hope this helps and thanks so much.

  • @aviesena
    @aviesena 4 года назад +1

    Thanks Randy 👍 I'm learning a lot from your tutorial videos

  • @invisibleone6267
    @invisibleone6267 Год назад +1

    one more question please, how did you connected B2 at sheet1 to the dynemic chneges?
    i didn't saw you make a fromula for it..

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks. Within the save/Update macro the value of B8 (next customer ID) is transferred to B2, however it is an existing customer it will come directly from the database on customer load. I hope this helps and thanks so much.

  • @paddydoherty9674
    @paddydoherty9674 4 года назад +2

    Excellent video, the best there is on the web!!

  • @dhammon64
    @dhammon64 2 года назад +1

    What if there are more than 10 invoices or WO's? Can the use of a scroll bar within the defined area be used?

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      Hi David, thanks for your comment. You can use a 1-click view to the main Customer List which can hold unlimited invoices. (This list can automatically be filtered by the selected customer)
      I hope this helps and thanks so much.

  • @ClaberUK
    @ClaberUK 3 года назад +1

    Hello, This didn't work for me at the VBA stage, wouldn't drag the data onto the front page from sheet 2, kept getting a message "method 'Range' of object'_Worksheet failed. I was trying to add some additional information for the program to pull across rather than following the exact same process, so maybe I missed something. I also didnt have the buttons (shapes).

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Claber, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.

  • @arlenegriffin4523
    @arlenegriffin4523 4 года назад +1

    I really love your tutorial videos. Excellent

  • @Janeoren
    @Janeoren 2 месяца назад +1

    Is there a way to 'track' the changes made, instead of the macro just updating the reference sheet? I want to be able to go back and see when the 'status' was changed

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 месяца назад

      Hi and thanks very much Audrey. Yes you can track changes in Excel. I have training on that here: ruclips.net/video/fE15W72vnEE/видео.html
      I hope this helps and thanks so much.

  • @jermelcodrington4983
    @jermelcodrington4983 3 года назад +1

    Honestly, you are the King of excel. Thanks a lot, One question if I may. The delete Contact button is nor working, if you could just tell me how to activate it I will really appreciate it. Thanks again! You Rock!

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Jermel, thanks so much for your comment. You can right click the button and assign it to the macro to delete contacts. You can also download the updated version using the links in the description which should have this button working. I hope this helps and thanks so much.

  • @Mithridatist_
    @Mithridatist_ Год назад +2

    Where can i find the video to make the buttons? Thanks!

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks, the buttons are just basic shapes, however, you can check out any of our 'From Scratch' videos in this playlist ruclips.net/p/PLIBeRriXvKzCHVxFYRSMTZu3PmnVn4ujb
      Thank you for your Likes, Shares & Comments. It really helps.

  • @bilallabiod4292
    @bilallabiod4292 4 года назад +1

    Hi Randy, Thank you so much i'v been looking for someone like you for long time..but i had some problems creating my customer manager sheet, the first is the MOD FORMULA and the second is OFFSET FORMULA. thank you again for all your effort and your members behind the screen.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Thank you very much Bilal, I am very glad I could help. Thank you for your Likes, Shares & Comments. It really helps.

  • @sang1508
    @sang1508 4 года назад +1

    Truly appreciate all your sharing. it helps me a lot

  • @eytanmarkman-raffeld221
    @eytanmarkman-raffeld221 2 года назад +1

    Hi Randy, great and informative video! I am trying to follow along, but have run into an error around 32:40 with the for loop. When running, the necessary information populates in the customer manager, but this is the error I get: Run-time error '1004': Method 'Range' of object '_Worksheet' failed.
    When debugging, the main part of the for loop is highlighted, indicated the error is there.
    I have tried changing the call by type to .Address but this has not fixed the issue.
    Do you have any insights on this?

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      Hi Eytan, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 50,000 Members who would love to help you with this. Thanks so much.

    • @eytanmarkman-raffeld221
      @eytanmarkman-raffeld221 2 года назад +1

      @@ExcelForFreelancers Thanks! I was able to find my error after some more digging and redoing. Additionally, I seem to have missed the walkthrough on deleting a contact. Is there a walkthrough on that, and how would that be done?

    • @eytanmarkman-raffeld221
      @eytanmarkman-raffeld221 2 года назад +1

      @@ExcelForFreelancers After making it all the way to 1:29:45, I got an error message when changing contact details.
      The error is: Type Mismatch Error 13 which I'm having trouble fixing. What is most weird though is that suddenly adjusting details in the contact information works and updates on the separate contacts sheet, but then suddenly changing the customer name causes another error and no information is filled.
      Trying to join the Facebook group but not in yet.

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      Hi Eytan, thanks so much. The Contact Delete was specifically left off to challenge yourself to create it, however I have a Delete feature in this Contact Manager training here: ruclips.net/video/guqUCV31NBo/видео.html
      For bugs its difficult to determine the cause without seeing the issue.
      IF you do not yet have access to the group, please email our admin here: shane@ExcelForFreelancers.com
      I hope this helps and thanks so much.

  • @diegohernandezrangel4666
    @diegohernandezrangel4666 Год назад +1

    52:10 this code right here, after I write it excel just closes whenever I try to change the customer name, can you help me?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks, that means that it is looping out. please add to the line "and Range("B1").value = False so its something like:
      If Not Intersect(Target,Range("F2"))) is nothing and range("B10").value Empty and Range("F2").value Empty and Range("B1").value = False then
      Application.EnableEvents = False 'You can also add this line
      LoadContact 'Macro to load contact
      Application.EnableEvents = True 'And this line
      End If
      Make sure in the Customer Load Macro B1 goes to True, then back to false
      I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

    • @diegohernandezrangel4666
      @diegohernandezrangel4666 Год назад +1

      @@ExcelForFreelancers Oh I see, thanks Randy :)

  • @basharalzubady3290
    @basharalzubady3290 3 года назад +1

    Dear Randy I really learn from your training video and i appreciate the great work that you do
    but would you mind to tell me which vergen of excel you use ?? I v been searching for a week to no
    how you wright the macro with auto complete option ....you wright (with sheet )and then it auto complete (end with ) and so on ......many thanks

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      HI and thanks so much. I am using Excel 2010 however I automate my typing using AutoHotkey. I show you how to do that in this video: ruclips.net/video/gkmiNkbvpkE/видео.html
      I hope this helps and thanks so much.

  • @yahyaramadhan2698
    @yahyaramadhan2698 4 года назад +1

    Hi Randy . Do you have customer manager part 2 tutorial . That shows work order van codes

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Yahya this was only a single training. Thank you for your Likes, Shares & Comments. It really helps.

  • @invisibleone6267
    @invisibleone6267 Год назад +1

    i am downloading your workbooks and watching your teachings and i'm amzesd! didn't knew excel can work magically like this!
    aside from downloading the templates, i'm learning how to create those programs, and i have a question: does VBA changed their syntax?
    because when i got to the ".Range(Sheet2.Cells(1, CustCol).Value).Value = Sheet2.Cells(CustRow, CustCol).Value" line, there is a failure that requires debug (and i tried to copy the line too).. aside from that - everything is working greate (again, until it gets to that line)

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi and thanks very much. During the debug, when the line is highlighted, hover your mouse over CustCol and alco CustRow to make sure both are whole numbers
      IF they are you would need to check Sheet2.Cells(1, CustCol).Value to make sure it is a Range such as E4 or F4, or whatever. So that means if CustCol is 3, you would check Sheet2, Cell C1 to make sure it contains a cell address.
      I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

    • @invisibleone6267
      @invisibleone6267 Год назад

      @@ExcelForFreelancers thank you for your answer!
      it does helpful!
      took me some time to realize my mistake but with your help - i did!
      thank you so so much!

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Great I am glad you were able to locate the issue. Very well done

  • @FairDealMarketing
    @FairDealMarketing 4 года назад +1

    amazing informative video highly appreciated your way of teaching

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Thank you so very much, I really appreciate that. I have a video coming this Tuesday which will show you how to do a One Click Update for this application. You won't want to miss it.

  • @optiusa
    @optiusa 4 года назад +2

    This is awesome job Randy,thank you soo much

  • @myview668
    @myview668 3 года назад +1

    excuse me, i wanna ask about which version you used for those work...?? Bcause i look at above tool... have Devoloper option beside view option...

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi and thanks I am using Excel 2010 on a PC. Regardless of the version you are using, you can press ALT + F11 to access the VBA Editor. I hope this helps and thanks so much.

  • @myjourneytv8516
    @myjourneytv8516 4 года назад +1

    Very informative instructions

  • @emanuelmbassi8406
    @emanuelmbassi8406 5 месяцев назад +1

    Hi Randy
    Thank you for this fantastic lesson.
    I'm trying to un this macro, but I can't because I receive the error "Run time error 438 object does not support this method"
    It's happening when I set the criteria.

    • @ExcelForFreelancers
      @ExcelForFreelancers  5 месяцев назад +1

      Hi , Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.

    • @emanuelmbassi8406
      @emanuelmbassi8406 5 месяцев назад

      Hey thanks for your answer
      Problem solved, I figured out that the sintax of the criteria was not the same as the original headers.

    • @ExcelForFreelancers
      @ExcelForFreelancers  5 месяцев назад

      ok very good i am glad you were able to figure it out. Thank you for your Likes, Shares & Comments. It really helps.

  • @chrislim6163
    @chrislim6163 Год назад +1

    Hi may i have the link tutorial for your add customer button? Thank you.

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      HI and thanks very much, you can check out this training here: ruclips.net/video/guqUCV31NBo/видео.html
      Thank you for your Likes, Shares & Comments. It really helps.

  • @DefinitelyNotAGuru
    @DefinitelyNotAGuru 3 года назад +1

    Will this work in sheets?

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад +1

      Hi and thanks for your comment. This is exclusively for Excel and will not work in Google sheets.

  • @bestscenes1469
    @bestscenes1469 4 года назад +1

    Awesome as always. Keep it on Randy

  • @vagadal
    @vagadal Год назад +1

    Hi, thanks for all the tutorial and videos. Superb job.
    Regarding deleting Customer - The contacts related to the customer are not deleted. This can be unfortunate, is for some reason a new customer gets assign an old ID, where contacts are. So can someone provide a code, that deletes all the contacts related to a customer, that is deleted?

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад +1

      Hi and thanks so much for your comment. I have something similar in which we delete an Invoice and then all of the items, associated with that invoice, are deleted. The code is very similar. Here is the training ruclips.net/video/YC-SZlIwj5c/видео.html
      I hope this helps and thanks so much.

  • @aisyaatiqah4784
    @aisyaatiqah4784 3 года назад +1

    Hi, may I know how to do a button in excel and functional? can you share the link ?

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi and thanks, I do that in most of my videos. Try searching my channel for "Invoice from scratch" I hope this helps and thanks so much.

  • @christineengland-connor4674
    @christineengland-connor4674 4 года назад +1

    Found an issue with some of the coding for the delete button for contacts. So here, when you delete a contact, the row numbers do not update on the contact tab column G, which then causes an issue of deleting other contacts if you needed to delete more than one. Is there an easy fix to the updating of customer contact row number in column G of the contact list tab?

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Christine, thanks so much for the feedback. You can just add the macro for Adding a New contact after deleting, therefore clearing all the fields, so that when you are loading in a new one, it is automatically updated. I hope this helps and thanks.

  • @rahulskale
    @rahulskale 3 года назад +1

    Do you have any training manager template in Excel for tracking and dashboard of training? Pls help

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Rahul, thanks for your comment. I do not have that however I will add it to my list of videos to create in the near future. Thank you for your Likes, Shares & Comments. It really helps.

  • @ruroshinzynaruto
    @ruroshinzynaruto 4 года назад +1

    Fantastic :) appreciate your time and efforts .

  • @reynaamorperez9664
    @reynaamorperez9664 2 года назад +1

    Hello po, your video is kinda interesting and i want to create one but i just want to ask how did u create the customer's list? like putting add contacts button etc. from customers sheet to customer manager sheet. thank u!

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      Hi and thanks you can use the Add New and Save buttons to add new customers.
      I hope this helps and thanks so much.

  • @perseverancecleaningservic7157
    @perseverancecleaningservic7157 3 года назад +1

    how do you set it up for your clients can see there invoices and reports like employee manager

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Jose, thanks for your comment. You can create and email Invoices in PDF format so your clients can see the invoices. I hope this helps and thanks so much.

  • @abderamri7793
    @abderamri7793 3 года назад +1

    Hello, I don't understand how do you apply the formula Mod in 13:00??????????????????

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi and thanks this formula is used to color odd or even rows.
      =Mod(Row(),2)=0 (this would be for even rows) and =Mod(Row(),2)=1 (this would be for odd rows)
      I hope this helps and thanks so much.

    • @abderamri7793
      @abderamri7793 3 года назад

      @@ExcelForFreelancers thnaks for your answer, but when i paste this formula in my Workbook, it shows me an error box "There's a problem with this formula".... I don't understand. Thank you

  • @lazimhabtamu8933
    @lazimhabtamu8933 4 года назад +1

    Thank you Sir! Wonderful tutorial.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      For sure, you are very welcome (This Tuesday I have a Restaurant POS application you won't want to miss) Thanks again.

  • @jasmincallo5005
    @jasmincallo5005 3 года назад +1

    hello Randy, thank you for this amazing tutorial, however can I know how should I put data in the Invoice and work order sheets, I am having a hard time, since Invoice and workorders contains only the customer ID, how do I enter data in the sheet since I do not know where to get the customer ID's or How will i know the customer ID's. Thanks in advance

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi and thanks very much. I have a specific video on that to help you here: ruclips.net/video/99xVbVMABJ0/видео.html
      I hope this helps and thanks so much.

  • @christineengland-connor4674
    @christineengland-connor4674 4 года назад +5

    Hey Randy, I thoroughly enjoyed building this from scratch while watching you teach it. I have been wanting to build something like this & now that I have the foundation that I have been looking for, I am on my way to a good & solid start on my application & getting paid for it too lol. 1 question: Where do you recommend good icons that i cane use freely or spend small amount of money on? 2 There was not Cancel button when adding a new contact. So I ventured in creating the button & building the vba for it. As I look at the coding I have to laugh cuz it is somewhat like how many you would write it, but clunky too.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      Hi Christine, thanks so much for your feedback and I am really glad you love the training. There is really so much more that can be done with this. To answer your questions:
      1. I get a lot of my icons from here: icons8.com/iconizer/ (it is a great site with tons of customizations and content)
      2. A cancel button is a great idea with a lot more you can do with it. You can also just select the first contact in the list to Cancel, and if there is no contacts in the list, leave it in the Add New state. I hope this helps and thanks so much

    • @mbtijanii6305
      @mbtijanii6305 4 года назад +1

      you can also add icons in excel via "Insert" > "Illustrations" and look there for the button with a bird or go via this link to find the way
      support.microsoft.com/en-us/office/insert-icons-in-microsoft-office-e2459f17-3996-4795-996e-b9a13486fa79

  • @YoucefYoucef-ft9ce
    @YoucefYoucef-ft9ce 3 года назад +1

    UNLIMITED LIKE AS USAUL
    BEST TEACHER
    BEST CHANNEL
    BEST VIDEOS
    THANK YOU SIR
    ALL RESPECT

  • @huyngo7589
    @huyngo7589 2 года назад +1

    Hi. I don't understand why when creating the CustID dynamic named range, you included the header and said that it is included so when there is no data, there is no error. Can someone help me with this? Thanks a lot in advance.

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      Hi yes sure i can explain. If you have a named range, that does not include the header, and you delete all the rows, the named range will result in an error. However if you include the header in the named range, and delete all of the rows and data, no error will appear. I hope this helps and thanks so much.

    • @huyngo7589
      @huyngo7589 2 года назад +1

      @@ExcelForFreelancers Hi Randy, thank you for your quick reply. I have tried several things and I still have some questions:
      - Scenario 1: I do NOT include the header. So the formula of my OFFSET function is as follows: =OFFSET(A4,0,0,counta(A4:A99999),1). In this case, the result is #REF!. I think this is because the result of the chunk counta(A4:A99999) is 0 as there is no data so all the cells are blank.
      - Scenario 2: I include the header. So the formula of my OFFSET function is as follows: =OFFSET(A3,1,,counta(A3:A99999)-1,1). In this case, the result is still #REF!. I think this is because the result of the chunk counta(A3:A999999) is 1 (cell A3 is not blank). However, we then subtract it by 1 so the result of the whole chunk counta(A3:A99999)-1 is 0.

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      HI and thank you wan find this video to help you: ruclips.net/video/DVa2iKuf68A/видео.html
      The formula should be =OFFSET(A3,1,,counta(A3:A99999)-1,1)
      The result should be zero when there is no data, and 1 row, when there is a value in row 4.
      I hope this helps and thanks so much.

  • @computerbasicstoadvanced7421
    @computerbasicstoadvanced7421 4 года назад +1

    Great Information! Thanks

  • @vasaniavidal7272
    @vasaniavidal7272 3 года назад +1

    hey Randy Great Video.. quick question how do you update the invoices or work order ? I'm not sure if I saw how

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi and thanks so much. You can clear the existing Invoices & Work orders and then run an advanced filter based on the Customer Name or Customer ID and then bring in those results into the range.
      I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

  • @inioluwaakinnola3948
    @inioluwaakinnola3948 3 года назад +1

    I'm a front desk office and a total novice when it comes to codes and all...of I purchase your library, will I be able to use it?

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi and thanks very much. You would first want to have a basic understanding of VBA before using or customizing these templates.
      I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/

    • @inioluwaakinnola3948
      @inioluwaakinnola3948 3 года назад +1

      Thank you so much! I'll take the course and come back for your library!

  • @agoetzIES
    @agoetzIES 3 года назад +1

    Are you able to use this with Power Apps and flow?

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi and thanks I am sure that is possible with some customizing however I have not tried. Perhaps you can post your specific requirement in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
      We have 40,000 Members who would love to help you with this. Thanks so much.

  • @sefaelmas8501
    @sefaelmas8501 4 года назад +2

    we thank you. Is there a search in closed file?

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi thanks for your comment. I did not add a search in this one however you are free to customize this to add any feature you like . Thanks again.

  • @johnjacobjinglehimerschmid3555
    @johnjacobjinglehimerschmid3555 4 года назад +1

    Well ... reading just a few comments and .....
    I guess nobody knows what the word "FREELANCER" means.
    I like these videos because ....
    1. I get an idea of what things a business might buy ( great ideas by the way )
    2. I see how he implements stuff ( not always in agreement with his coding or style but always open to new ideas.
    3. Eventually or maybe there might be a download to use. But why watch these videos if you're not going to learn how to do it.
    If you need it for ....
    School - quit cheating
    Work ( non IT ) - hope you aren't getting paid to make it as he's done all the work
    Work ( IT ) - omg .... pay the man for the software
    Dude since I seen the title for this vid awhile back ... been drooling to hear how you've developed your client base. Will get this watched tonight after din din.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi John, thanks very much for the comment. I hope you enjoy the training once you see it (set aside around 90 minutes as each of my trainings are at least an hour)
      Certainly a lot of people are just here for the templates to download, but so many actually enjoy watching and learning how the process is made so they can learn it themselves. Also it takes some of us time to realize there are 'no shortcuts in life' I am sure when I was younger I thought there was.
      Thanks so much for the feedback and great comment.

    • @johnjacobjinglehimerschmid3555
      @johnjacobjinglehimerschmid3555 4 года назад +1

      @@ExcelForFreelancers Ugh ... I was more hoping to hear about "HOW" to find customers cold. LOL.
      Still like your stuff tho.

  • @renatajesus6769
    @renatajesus6769 4 года назад +3

    Hi!
    Could you help me.
    I have the "If not intersect" when "On change" or "selection change" but the sheet is still calculation whenever I click anywhere else on the sheet ( I click anywhere and the Load Contact always goes to True, then it calculates and then goes to False)

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      Hi Renata, it is hard to know the exact solution unless you post screenshots of your code and workbook with all of the details. Can you please post it in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
      We have 25,000 Members who would love to help you with this. Thanks so much.

    • @renatajesus6769
      @renatajesus6769 4 года назад +1

      @@ExcelForFreelancers
      Well....this is embaracing. But this morning just looking at the vba I figured it out in 5 seconds what I could do for 2 days.
      The loadcontacts was outside of the "If not intersect" so...everytime I selected something it loaded contacts.
      UPS! Thank you for your time and sorry for the trouble.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Great to hear that and I am so glad you got it working. Thank you for your Likes, Shares & Comments. It really helps Renata

  • @RebecaFernandez-w9l
    @RebecaFernandez-w9l Год назад +1

    Everything was going perfect, my template is looking great, but when I ran the 1st ever macro, it is not working.
    I got "Run-time error '1004':
    Method 'Range' of object '_Worksheet' failed"
    And when I click Debug, it selects the range row below:
    For CustCol = 1 To 13
    .Range(Sheet2.Cells(1, CustCol).Value).Value = Sheet2.Cells(CustRow, CustCol).Value
    Which is exactly the same as yours, how could I fix this?
    Thanks!

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      HI and thanks for your comment. When you have the bug, and its highlighted in yellow, hover your mouse over the CustCol variable, and see what number it says. For example, if it says 6, then you would want to go to Sheet 2, row 1, column 6, and make sure that inside that cell it must be a cell range like C3 or B5, or any other Cell. Mostly likely what is in this cell is not a range, or empty. I hope this helps and thanks so much. (Please check all values in row 1 from column 1 to column 13 to make sure they are values)
      Also hover over CutRow variable and make sure that is a whole number as well.
      I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

  • @ThePsycho147
    @ThePsycho147 4 года назад +1

    Do you have a ISP[internet service Provider] inventory... It will be helpful if you help me to make a ISP customer manager thank you in advance

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi and thanks very much for your comment. I do not have one however if you post your job requests in our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
      We have 30,000 Members who would love to help you with this. Thanks so much.

  • @cheikhtidianediop2652
    @cheikhtidianediop2652 4 года назад +2

    Hello Randy Thanks indeed for such a good training, I would like to know how can I link the phone numbers in this Customer Manager App to a softphone in order to be able call automatically my customers? Thanks indeed

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi and thanks very much. You would want to check out the API of the softphone which should allow an import or sync with data in other formats such as Excel. I hope this helps and thanks so much.

  • @perrylavergne1203
    @perrylavergne1203 4 года назад +1

    Great work on this Excel project. I really learned a lot!

  • @prodee5223
    @prodee5223 3 года назад +1

    The formula for conditional formatting is not working on me? The formula is =Mod (Row 0.2)=0, right?

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi and thanks try this =Mod(Row(),2)=0
      I hope this helps and thanks so much.

  • @moesadr3342
    @moesadr3342 4 года назад +1

    Hi Randy, I am wondering if you could customize the Customer Manager Data Base to my need and how much would this cost. It is basically all you have in this workbook plus one more worksheet/ Table for " Cost of Materials for each order" Please let me know if you need further details.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      HI Moe, Thank you for your message. Thank you for your message. I am really glad you enjoyed the training and I do understand your requirements. Since I am developing courses I am unable to take on any additional work, however I would be happy to refer you to a competent developer who could handle this for you.
      Just let me know if you would like to proceed and I can forward your details to them.
      Thank you very much.
      Randy@ExcelForFreelancers.com

  • @renatajesus6769
    @renatajesus6769 4 года назад +2

    Hi!
    LOVE your work.
    Question...what if I want to use 2 criteria, example...only show the unpaid invoices
    Hope you can help
    Thank you

    • @renatajesus6769
      @renatajesus6769 4 года назад +1

      Oh my GOD!
      I just totally did it. Hope it works. :)

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      Hi Renata and thanks for your comment. You can use multiple criteria in an Advanced filter. I show you how to do this in this video: ruclips.net/video/YuCrEWU2Tm0/видео.html

    • @renatajesus6769
      @renatajesus6769 4 года назад +1

      @@ExcelForFreelancers AMAZING Thank you very much

  • @magicassassin1947
    @magicassassin1947 3 года назад +1

    Hi do you have some technique that arranges datas of different columns of cells into one thesame column with condition.
    Like for example
    Players are ranked 1 to 3
    And their prizes are gold, silver, bronze
    Is it possible to arranged the players together with their prizes in order in a row using formulas in Excel.
    Like this format
    1st
    Gold
    2nd
    Silver
    3rd
    Bronze

    • @magicassassin1947
      @magicassassin1947 3 года назад +1

      How to do this without using too much nested it's :'( ?

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      HI and thanks very much. You can use a custom sort feature for that. I teach you how to do that in this training in Kanban tool where i sorted based on urgency. You can see it here: ruclips.net/video/3qbU5S8ZaEA/видео.html
      I hope this helps and thanks so much.

  • @mithunchandegra1444
    @mithunchandegra1444 Год назад +1

    Dear randy love the way u explained need your help

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Thank you so very much, I really appreciate that. Please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

  • @robertswinden3003
    @robertswinden3003 4 года назад +1

    Hi Randy, another great tuition saving us time and money 💰.
    Would it be possible to create an complete sales application in the future?
    A sales application combining customer manager, inventory and invoices.
    Where a sales agent could place a customer order depending on the inventory, and print invoices, and customer statements from one application.
    Many thanms for all your applications and videos, they help a lot.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      Hi Robby, thanks so much. I am really glad you enjoyed the training. I am actually doing all of that and a whole lot more in the Accounting application that I am creating in the Mentorship program which includes (Customers, Vendors, Items, Inventory, Invoicing, Purchase Orders, Credit Memos, Multi-user sharing & Sync, Dashboard, Chart Of Accounts, General Ledger, Transactions and full dashboard and reports section. You can learn more about this program here: www.excelforfreelancers.com/product/excel-for-freelancers-mentorship-program/

  • @sondankunthea7466
    @sondankunthea7466 4 года назад +1

    what a lesson ! I like it and want to get a book

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Sondan, you can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.

  • @natalias1212
    @natalias1212 3 года назад +1

    Hello. Can you please explain your mentoring program in greater details. So far I understood that I will be building an accounting application for several months.??

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Natalia, thanks for your interest. While I am building an accounting application within the program, you are welcome to build any application you like. I will teach you the fundamentals of application design and development as well as how to sell, secure and license your applications. For a limited time, you can join our Mentorship program for just $7 and get the first 5 weekly modules. You can sign up here: bit.ly/7Promo_YTComment Thanks so much

    • @natalias1212
      @natalias1212 3 года назад +1

      @@ExcelForFreelancers Thank you. Any other payments will be required in the future?

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Natalia, after the 5 weeks, if you want to continue, then its just $47 per month. I hope this helps and thanks so much.

  • @mdsaiful6294
    @mdsaiful6294 2 года назад +1

    Nice video 😊😊😊

  • @syakirahnordin8337
    @syakirahnordin8337 3 года назад

    hi. i want to ask. can we use the Vlookup formula instead of using the developer mode for the customer details?

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад +1

      Hi and thanks, if you have the column and row you can use vLookup to display the data from a table, however if you want to save the data from a form into a database table you will need VBA. I hope this helps and thanks so much.

  • @PedroMartinez-nl1gr
    @PedroMartinez-nl1gr 3 года назад +1

    This is fantastic, I know is an "oldie" but is just awesome to see all those codes at work.
    Just have a quick question, is there a way to setup a "search" area for customers, let's say i have 500 customers, instead of going down each row on the Select Customer dropdown I can simply type the name of the company. Is this possible?
    Thank you
    Semper Fi

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Pedro, thanks so much. Yes you can autocomplete the name when you start typing it in. I have a video on that here to show you how.
      ruclips.net/video/PVEzHbdHf1Y/видео.html
      Thank you for your Likes, Shares & Comments. It really helps.

    • @PedroMartinez-nl1gr
      @PedroMartinez-nl1gr 3 года назад +1

      @@ExcelForFreelancers Thank you for your help, I needed this to list cattle ear tags so a list for 3000 heads would be impossible to read, therefore I used the new Dynamic Array Function as a work around, not pretty as having the list dropdown visible, although the list still there but access a different way. Thank you for taking time to respond to me.

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад +1

      For sure, you are very welcome and I am glad you found a solution Pedro.

  • @markbaker9402
    @markbaker9402 4 года назад +1

    Hi Randy, brilliant video as always however I was wondering if there was a way of having the notes field scrollable, so it can be more of a history of contacts and you can see when they have been added rather than just as a small box
    Thanks Mark

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      Hi Mark thanks so much you could add a form control or Active X scrollable box that allows for a larger amount of notes. Thank you for your Likes, Shares & Comments. It really helps.

    • @markbaker9402
      @markbaker9402 4 года назад

      @@ExcelForFreelancers Thanks for your reply sounds so obvious now you have said it :)

  • @shivamharwalkar6815
    @shivamharwalkar6815 2 года назад +1

    Thank you buddy but I am unable to run Macros for downloaded excel sheet

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      HI and thanks. This is new security being added in Excel Downloads however it is easy to fix, once and for all, for any of my downloaded applications.
      I have explained how to do this on this webpage: www.excelforfreelancers.com/how-to-fix-macro-blocking-issue/
      I hope this helps and thanks so much.

  • @rejoicelamela-bertos7222
    @rejoicelamela-bertos7222 4 года назад +1

    i followed correctly all the steps from the start to 35:41 , but it always says "please select correct customer name from the list". pls help

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Joy this probably means that there is an issue with your customer row formula or named range. You can download this file and compare them using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.

  • @josephgriffn2682
    @josephgriffn2682 4 года назад +1

    Downloaded Customer Manager, All works good but dont understand how to add invoices to a customer or update invoices - Ive tried inputting from Invoices tab as well as inputting on CustomerMgr Tab - What is the procedure to add invoices

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Joseph, thanks so much. You can use this 'Invoice From Scratch' training to learn how to create Invoices per customer: ruclips.net/video/99xVbVMABJ0/видео.html
      I hope this helps and thanks so much.

  • @ambiguooooous
    @ambiguooooous 2 года назад +1

    Thank you very very much for this fantastic application.. however i need from you a small favor that how to make the amendment/ change in the contact (list in right side) needs a (update) button next to (add) and (delete) i hope you understand me sir .... I appreciate your help on this sir

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      HI and thanks, you are welcome to hire a developer from our Excel For Freelancers Facebook Group here: bit.ly/groupexcel
      We have 50,000 Members who would love to help you with this. Please mark the post as a PAID JOB. Thanks so much.

  • @vijaypanjiar
    @vijaypanjiar 3 года назад +1

    Good but complicated .I downloaded the sheet entered my own datas but one major problem cropped up in invoices section. Across all customer id same invoice detail cropped up

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Vija, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.

  • @guychoquette4872
    @guychoquette4872 3 года назад +1

    Hi Randy,
    Another very good tutorial. I am learning a lot from your tutorials, thank you.
    In this workbook, it is so clear, I was able to adapt it to my needs, few more fields for the customers and I have doubled the fields for the contacts.
    I would like to use mapping to save any changes in the customer panel, like for the contact informations, I have tried to use the same methodology you used by adding the code in sheet1, but it gives me an error when I change customers.
    Can you guide me by telling me where to put the code if it is possible to use the mapping technique???
    Thank you
    Guy

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Hi Guy, Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 40,000 Members who would love to help you with this. Thanks so much.

    • @guychoquette4872
      @guychoquette4872 3 года назад +1

      Hi Randy,
      Thank you for your answer and Best Wishes for the New Year.
      I found my answers in another one of your great tutorial « Mappable Data Masterclass ».
      I just had to adjust my flags and criterias. Thanks again.
      Guy

    • @ExcelForFreelancers
      @ExcelForFreelancers  3 года назад

      Great to hear that Guy. I am so glad you were able to find the answer :)

    • @guychoquette4872
      @guychoquette4872 2 года назад

      Hi Randy,
      As told before, I adapt it and it works very well.
      However I have another question about the maintenance of the contacts.
      When I delete a customer, the contacts for that customer are staying on the contacts sheet, should they be remove in order to have a cleaner base?? If so, should I use the information already on the contacts sheet in the filter section, or should I use another method??
      Thanks again for your fantastic videos as they are very instructive.
      Guy

  • @mdshahidul2181
    @mdshahidul2181 2 года назад +1

    Beautiful video

  • @essamfahim749
    @essamfahim749 4 года назад +1

    great job as always
    may you tell me how to get such nice icon or web site plz

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      HI thanks you can find many great icons right here:
      icons8.com/iconizer/
      Thank you for your Likes, Shares & Comments. It really helps.

  • @nabeelahmed7403
    @nabeelahmed7403 4 года назад +1

    Sir when i give name to shape as moveBtn to a oval4 and left the shape and write function movebtn return to ovel4 plz plz guideme thnz
    regards nabeel ahmed

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi make sure the name of the Macro "MoveBtn" is not the same as the shape name "MoveBtn" also make sure that you have a space between "incrementLeft" and "30". I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

  • @brittager
    @brittager 4 года назад +1

    Hello Randy,
    Very nice course, thanks for sharing all this knowledge and for your time.
    Is it possible to have the workbook at the beginning, not will all the macros already written, kind of a Before and After thing, so people can follow along, which is very useful for learning.
    For instance, you imported the buttons at the beginning. Where did you import them from? Can you provide them in the Before file?

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi and thanks I am pretty much doing that will all of my videos now. In the case of the Customer Manager, all i did was write the macro names, nothing else. My videos are quite long so I try to save time when I can, and still write every line of code. In the customer manager, not one macro was written before, in fact every macro was written during the video. Is this also what you found during the video?

    • @brittager
      @brittager 4 года назад +1

      Excel For Freelancers I haven't yet watched all of it, I downloaded the file to follow along and the 'problem' I had was the file was already complete, everything was done, the code, the buttons in place and already assigned to macros, so I stopped and wanted to get the Before file (without the code, with the buttons and all the input data sheets), just like the situation you were in when you decided to create the Customer Manager.
      If you could provide the files for your videos (past and future), it would be wonderful. Thanks again.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Brittager, All you would have to do is download my file and delete everything so you can start from where i started with. This would be easier then having to download two different versions. I hope this helps and thanks.

    • @brittager
      @brittager 4 года назад +1

      @@ExcelForFreelancers Hi Randy. I tried deleting every module from the file. As a consequence, the buttons are still hyperlinks, so there is no way for just selecting them and moving them around for example. As soon as I click on any one of them, I just get the message that the macro they're linked to is not available.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Yes of course, deleting everything, would include deleting the buttons too. If you delete a macro, but do not delete the button connected to to that macro, and try to run the macro, you would get an error.

  • @SilverfoxAdventuresSweden
    @SilverfoxAdventuresSweden Год назад +1

    I got this error massage when i scroll down customers in Customer Manager '1004'.: what to do? The CRM is original from net not modified in any way

    • @ExcelForFreelancers
      @ExcelForFreelancers  Год назад

      Hi , Thanks for your comment. It would be difficult for us to help unless we see the specific bug you are running into. Can you upload screenshots of your bug and sheet into our Excel For Freelancers Facebook Group here: bit.ly/groupexcel We have 60,000 Members who would love to help you with this. Thanks so much.

  • @nandanm3826
    @nandanm3826 4 года назад +1

    Thank you for sharing.

  • @MrAimalsultani
    @MrAimalsultani 4 года назад +2

    Well-Done Man, thanks for the wonderful tutorial.

  • @decimus1447
    @decimus1447 4 года назад +1

    Is it possible to automatically add ("") to a Range?

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi and thanks I am not sure what the overall goal you are trying to achieve so please be more specific. Thank you for your Likes, Shares & Comments. It really helps.

  • @g1ng3r_N1nj4
    @g1ng3r_N1nj4 4 года назад +1

    Hi Randy, What an awesome experience this was for me. Thank you so much, it was an epic presentation, learned a lot. I do have one question though. How do you create a macro to delete the contact information on the contacts sheet by clicking the delete contact button. Please help!

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Ryno, thanks very much and I am glad you enjoyed the training. If you download the free application using the links in the description i have included the macro to delete the contacts. I hope this helps and thanks.

  • @yasirlqt
    @yasirlqt 4 года назад +1

    Good Day,
    it's a great video. But i have a question. When i delete a customer Suppose customer no 5 it delete record along with serial no. but rest of the serial nos not change. Like when i deleted no 5 serial nos was like 1,2,3,4,6,7,8,9,10 and so on. But it should be in sequence.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Yasir, Thank you for your comment. You never want the customer ID to change. This must always stay the same. So if you delete 5, then there is no Customer with ID 5. You would not want the others to change. . There is no need to have them in sequence. The only important thing is that they are unique. Thanks again for your feedback

  • @Kebas53
    @Kebas53 4 года назад +1

    Hi Randy, very nice video again!!
    2 questions: 1. I see in your video that the active cells got highlighted yellow on de rows and column bars. Is this a default setting in Excel or something else? I will like that too ;-))
    2. I was looking on internet for free iconsets to use in Excel applications. Could not find anything usefull. Do you have any suggestions?
    Thanks in advance! Regards, Jacob.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      Hi thanks Kebas, this is a default excel setting on the column and row headers and concerning the icons, I have found a lot of useful ones here: icons8.com/iconizer/
      I hope this helps and thanks for your comment.

    • @Kebas53
      @Kebas53 4 года назад +1

      @@ExcelForFreelancers Could not find that in Excel 2016. Read it was default in Excel 2013? No problem, was just curious ;-)

  • @kurtthacker4210
    @kurtthacker4210 4 года назад +1

    Hi Randy, I was wondering have you ever done CRM for sales and servicing of Material handling equipmet, i've been tryingto find something and there isnt anything atm, do you thinkyou could help us? Love the video as well.

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад +1

      Hi Kurt, thanks so much for your comment and I am glad you enjoyed the video. I am building an entire accounting application, with CRM, including Purchasing, Inventory, Invoicing, Bills & Payments, Sharing & Sync, Chart Of Accounts and a complete Dashboard in our Excel For Freelancers Mentorship Program. You can learn more about that here: bit.ly/MentorProgram_YTComment
      Thank you for your Likes, Shares & Comments. It really helps.

    • @kurtthacker4210
      @kurtthacker4210 4 года назад +1

      @@ExcelForFreelancers That's good, but we need something different as weneed to addour customer forklift to it and we need to add our oen hire fleet to it as well plus we need it to show if they are out on hire or if they are in stock are they ready to go out or do they need work done to them.
      Doyou have anything like this or can your help with something like this?

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      Hi Kurt, Thanks for the update and details. If you write up a complete scope of your requirements and email them to me, I can then refer a qualified developer to help you with this. Randy@ExcelForFreelancers.com
      I hope this helps and thanks.

    • @kurtthacker4210
      @kurtthacker4210 4 года назад

      @@ExcelForFreelancers Thank you for that Randy, give me some time and i'll put something together.

  • @maniclokofe4585
    @maniclokofe4585 2 года назад +1

    Hi dear randy can't you add password or pin in case someone want to modify or delete Important information?

    • @ExcelForFreelancers
      @ExcelForFreelancers  2 года назад

      Hi and thanks for your comment. I show you how to add user security in this video ruclips.net/video/0ahYoy5L3ec/видео.html
      I hope this helps and thanks so much.

  • @rakibulislam271
    @rakibulislam271 2 года назад +1

    You are really awesome

  • @lkpbd2517
    @lkpbd2517 2 года назад +1

    Thank you

  • @ID-Thousand
    @ID-Thousand 4 года назад

    Hi randy, i have a question which is, if i change customer name in the select customer list, its information is not loaded until i run the macro so please answer sir

    • @ExcelForFreelancers
      @ExcelForFreelancers  4 года назад

      HI and thanks please double check your change event and make sure it is on the right cell . If that cell is a merged cell make sure that if you have If Target.Countlarge> 1 then exit sub (you may need to change the 1 to a larger amount above the # of cells in that merged cell
      I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel

  • @memememe5755
    @memememe5755 8 месяцев назад +1

    How do i now get this linked with a calender for reminders

    • @ExcelForFreelancers
      @ExcelForFreelancers  8 месяцев назад

      Hi and thanks so much. I show you how to sync with Outlook Calendar reminders in this video: ruclips.net/video/3n-bzYQqJyE/видео.html
      I hope this helps and thanks so much.

  • @awaispapu5302
    @awaispapu5302 4 года назад +1

    Sir nice work 👌

  • @juliussesay5211
    @juliussesay5211 4 года назад +1

    Good Knowledge