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Template to be instantly filled out with info from another spreadsheet

  1. #1
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    Template to be instantly filled out with info from another spreadsheet

    Hi there.
    I'm wondering if the following is at all possible. I have an invoice template which I use for all my recurring customers. It takes quite some time entering their information each time into the template so I started making a personalized template to each customer. The problem is that it's taking way too long to do this and there will be tines that the template would have to be modified and then I would have to start the whole process of making a personalized template for each customer again. I was wondering if I can have a spreadsheet with all my customers on it and their relevant information and have one base template which would have a little box on the top and when I enter a specific customer from the customer spreadsheet and click "enter" all that customers information will be filled out instantly.
    I hope this can be done.
    Thanks in advance
    Last edited by kosherboy; 01-11-2014 at 10:28 PM.

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    Re: Template to be instantly filled out with info from another spreadsheet

    Try this..
    Attached Files Attached Files

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    Re: Template to be instantly filled out with info from another spreadsheet

    Wow! That's really cool! Thanks. Can you advise me as to how I can refrain from having this spreadsheet from accidently being emailed to a customer so that the customer won't know all the customers I'm dealing with. I think I can figure out with macros how to send the invoice to that specific customer and hide all other customers when a specified macro button is hit but if someone accidently hits the regular send button from excel then that customer will get access to vital information. Is there a way to stop this from happening?

  4. #4
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    Re: Template to be instantly filled out with info from another spreadsheet

    If you send a PDF file and not a xls file to your customer they can't see the other customers
    Willem
    English is not my native language sorry for errors
    Please correct me if I'm completely wrong

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    Re: Template to be instantly filled out with info from another spreadsheet

    OK, thank you. I will work on it

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