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Due date alert

  1. #1
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    Due date alert

    Hello,

    I have a spreadsheet where I introduced quite a lot of contacts. These contacts require either 3 monthly, 6 monthly, or yearly assessment.

    I would like to get an alert one month before they need their assessment is due.

    How would I do that?

    Then once the assessment is done, how would I re-update it for a future date re-assessment?

    Thank you in advance.

  2. #2
    Forum Moderator AliGW's Avatar
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    Re: Due date alert

    Welcome to the forum.

    There are instructions at the top of the page explaining how to attach your sample workbook.

    A good sample workbook has just 10-20 rows of representative data that has been desensitised. It also has expected results mocked up, relevant cells highlighted and a few explanatory notes.
    Ali


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  3. #3
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    Re: Due date alert

    You can't easily do 'alerts' directly in Excel, without awkward use of VBA. Some other options are:

    a) Use VBA to automatically generate calendar appointments in Outlook
    b) Use conditional formatting in your excel spreadsheet to highlight upcoming/overdue assessments
    c) Filter your spreadsheet for upcoming/overdue assessment.

    At a starting point, you will want need three columns for each contact - one with 'date of last assessment', one with 'period between assessments' and another that calculates 'due date for next assessment' from the previous two columns.
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  4. #4
    Forum Moderator AliGW's Avatar
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    Re: Due date alert

    Yes, you can if you create a formula in an adjacent cell or conditional formatting rule. This is why I would like to see the OP's workbook so that I can show them how.

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