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Tracking Call Log

  1. #1
    Registered User
    Join Date
    05-10-2011
    Location
    Michigan, USA
    MS-Off Ver
    Excel 2003
    Posts
    23

    Exclamation Tracking Call Log

    Hello All,

    I am looking to create a spreadsheet that will allow me to track client related calls I have made throughout a particular time period. The most important detail I need is to be able to create new entries each time I contact a client, yet not lose the data previously entered at an earlier date. My hopes is that this could all feed into a master spreadsheet that I can create reports out of quarterly or yearly. I am not familiar with Visual Basic Editor in excel, but I feel that creating a user form may be the best way to go about this. Thanks for any help you are able to provide.

  2. #2
    Forum Guru MarvinP's Avatar
    Join Date
    07-23-2010
    Location
    Woodinville, WA
    MS-Off Ver
    Office 365
    Posts
    16,234

    Re: Tracking Call Log

    Hi bradvh0023,

    I'd start by looking at the office templates that have been collected. See if any of them give you a good design you can user or grow with. See
    http://office.microsoft.com/en-us/te...in=CT010152732

    You can search on other words to find similar templates.
    One test is worth a thousand opinions.
    Click the * Add Reputation below to say thanks.

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