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

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

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In this week’s training, I will show you how to create your very own Customer Manager application in Excel.
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TIMESTAMPS:
0:00 - Introduction
3:01 - Worksheet Design
27:40 - Load Customer
46:45 - Load Contact
51:21 - Change Event Worksheet
56:48 - Selection Change Event Worksheet
59:09 - Save and Update Customer
1:06:35 - Add New Customer
1:09:02 - Cancel New Customer
1:11:21 - Delete Customer
1:14:06 - Save New Contact
1:20:25 - Add New Contact
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About Us:
I help Microsoft Excel enthusiasts turn their passion into profits so they can earn passive income using their skills without having to trade time for money.
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Randy Austin
#exceltraining #customermanager #customermanagerinexcel #exceldeveloper

Пікірлер: 474

@ExcelForFreelancers 3 ай бұрын

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@RayAdamson 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

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

@mbtijanii6305 3 жыл бұрын

I did the same :)

@macman007747 3 жыл бұрын

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 3 жыл бұрын

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 11 ай бұрын

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

@leshock7179 4 жыл бұрын

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 4 жыл бұрын

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 4 жыл бұрын

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 KZfaq 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.

4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

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

@keyasales 2 жыл бұрын

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

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that.

@GE-Excel 2 жыл бұрын

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 2 жыл бұрын

Thank you very much, I really appreciate that Excel Passionne

@bartfonteyne9237 4 жыл бұрын

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 4 жыл бұрын

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

@erikguzik8204 4 жыл бұрын

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 4 жыл бұрын

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.

@kensimba7868 4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

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 4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

Thank you so much Ken. Much appreciated.

@paddydoherty9674 4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

Wow, thanks so much Paddy. I do appreciate that.

@aviesena 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

That is great to hear Avie. :)

@bogdank5639 2 жыл бұрын

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

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that.

@jermelcodrington4983 3 жыл бұрын

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 3 жыл бұрын

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.

@sang1508 4 жыл бұрын

Truly appreciate all your sharing. it helps me a lot

@ExcelForFreelancers 4 жыл бұрын

I'm so glad! Cam On Em.

@arlenegriffin4523 4 жыл бұрын

I really love your tutorial videos. Excellent

@ExcelForFreelancers 4 жыл бұрын

Thank you Arlene, I really appreciate your comments.

@vagadal 11 ай бұрын

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 11 ай бұрын

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 kzfaq.info/get/bejne/j6ldhr2drt3OZZc.html I hope this helps and thanks so much.

@mdshahidul2181 2 жыл бұрын

Beautiful video

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that Shahidudl

@myjourneytv8516 3 жыл бұрын

Very informative instructions

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that Mala

@christineengland-connor4674 4 жыл бұрын

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 4 жыл бұрын

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 3 жыл бұрын

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

@bilallabiod4292 4 жыл бұрын

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 4 жыл бұрын

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

@optiusa 4 жыл бұрын

This is awesome job Randy,thank you soo much

@ExcelForFreelancers 4 жыл бұрын

Thanks so much. I am really glad you enjoyed the training.

@FairDealMarketing 3 жыл бұрын

amazing informative video highly appreciated your way of teaching

@ExcelForFreelancers 3 жыл бұрын

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.

@Mithridatist_ Жыл бұрын

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

@ExcelForFreelancers Жыл бұрын

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

@bestscenes1469 4 жыл бұрын

Awesome as always. Keep it on Randy

@ExcelForFreelancers 4 жыл бұрын

Thanks! Will do and I appreciate that.

@basharalzubady3290 2 жыл бұрын

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 2 жыл бұрын

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: kzfaq.info/get/bejne/ndGdnLGcx9zUm3k.html I hope this helps and thanks so much.

@lkpbd2517 Жыл бұрын

Thank you

@ExcelForFreelancers Жыл бұрын

For sure, you are very welcome and thanks so much

@invisibleone6267 8 ай бұрын

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 8 ай бұрын

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.

@mithunchandegra1444 Жыл бұрын

Dear randy love the way u explained need your help

@ExcelForFreelancers Жыл бұрын

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

@lazimhabtamu8933 4 жыл бұрын

Thank you Sir! Wonderful tutorial.

@ExcelForFreelancers 4 жыл бұрын

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

@invisibleone6267 11 ай бұрын

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 11 ай бұрын

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 11 ай бұрын

@@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 10 ай бұрын

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

@ruroshinzynaruto 3 жыл бұрын

Fantastic :) appreciate your time and efforts .

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that.

@moesadr3342 4 жыл бұрын

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 4 жыл бұрын

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

@rakibulislam271 2 жыл бұрын

You are really awesome

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that.

@sameerakalupahanage1543 3 жыл бұрын

Thanks you sir

@ExcelForFreelancers 3 жыл бұрын

For sure, you are very welcome

@YoucefYoucef-ft9ce 2 жыл бұрын

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

@ExcelForFreelancers 2 жыл бұрын

So nice of you and thanks so much Youcef

@sondankunthea7466 4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

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.

@computerbasicstoadvanced7421 4 жыл бұрын

Great Information! Thanks

@ExcelForFreelancers 4 жыл бұрын

You are very welcome. I am glad you liked the training.

@jasmincallo5005 2 жыл бұрын

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 2 жыл бұрын

Hi and thanks very much. I have a specific video on that to help you here: kzfaq.info/get/bejne/b5-oicWHsqememQ.html I hope this helps and thanks so much.

@robertswinden3003 4 жыл бұрын

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 4 жыл бұрын

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/

@karunakardev980 3 жыл бұрын

valuable videos

@ExcelForFreelancers 3 жыл бұрын

Thanks so much. I am glad you enjoy the training.

@renatajesus6769 4 жыл бұрын

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 4 жыл бұрын

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 4 жыл бұрын

@@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 4 жыл бұрын

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

@perrylavergne1203 4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

Thank you so much Perry. I am glad I could help.

@ReignofKingDavid Жыл бұрын

I love this.

@ExcelForFreelancers Жыл бұрын

Great, thanks so very much David

@magicassassin1947 2 жыл бұрын

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 2 жыл бұрын

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

@ExcelForFreelancers 2 жыл бұрын

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: kzfaq.info/get/bejne/adeSiJiEncDFdXU.html I hope this helps and thanks so much.

@ClaberUK 3 жыл бұрын

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 3 жыл бұрын

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.

@omaralmubayd 2 жыл бұрын

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

@ExcelForFreelancers 2 жыл бұрын

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.

@reynaamorperez9664 2 жыл бұрын

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 2 жыл бұрын

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

@nandanm3826 4 жыл бұрын

Thank you for sharing.

@ExcelForFreelancers 4 жыл бұрын

For sure, you are very welcome Nandan

@ambiguooooous 2 жыл бұрын

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 2 жыл бұрын

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.

@renatajesus6769 4 жыл бұрын

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 4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

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: kzfaq.info/get/bejne/j9tzpaiIupi4nWQ.html

@renatajesus6769 4 жыл бұрын

@@ExcelForFreelancers AMAZING Thank you very much

@dhammon64 2 жыл бұрын

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 2 жыл бұрын

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.

@gousebashashaik9025 2 жыл бұрын

super.... i want this formate

@ExcelForFreelancers 2 жыл бұрын

Hi and thanks. 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.

@cheikhtidianediop2652 3 жыл бұрын

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 3 жыл бұрын

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.

@user-og8ee2pt9y 11 ай бұрын

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 11 ай бұрын

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

@MrAimalsultani 4 жыл бұрын

Well-Done Man, thanks for the wonderful tutorial.

@ExcelForFreelancers 4 жыл бұрын

You're welcome! Aimal, and thanks so much.

@myview668 3 жыл бұрын

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 3 жыл бұрын

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.

@vasaniavidal7272 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

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

@christineengland-connor4674 4 жыл бұрын

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 4 жыл бұрын

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.

@yasirlqt 4 жыл бұрын

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 4 жыл бұрын

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

@prodee5223 2 жыл бұрын

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

@ExcelForFreelancers 2 жыл бұрын

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

@yahyaramadhan2698 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

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

@annondokumarray9712 2 жыл бұрын

Nice video good video

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that Ray

@juliussesay5211 4 жыл бұрын

Good Knowledge

@ExcelForFreelancers 4 жыл бұрын

Thank you very much. I do appreciate that Julius.

@johnjacobjinglehimerschmid3555 4 жыл бұрын

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 4 жыл бұрын

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 4 жыл бұрын

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

@markbaker9402 4 жыл бұрын

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 4 жыл бұрын

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 4 жыл бұрын

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

@ThePsycho147 3 жыл бұрын

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 3 жыл бұрын

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.

@moriomakter3153 2 жыл бұрын

Good Videos

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that Moriom

@simuislam5752 2 жыл бұрын

Good video

@ExcelForFreelancers 2 жыл бұрын

Thanks so much, very kind of you

@chrislim6163 Жыл бұрын

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

@ExcelForFreelancers Жыл бұрын

HI and thanks very much, you can check out this training here: kzfaq.info/get/bejne/nduhiKaHmJeycqM.html Thank you for your Likes, Shares & Comments. It really helps.

@LarsIngeHolen 4 жыл бұрын

Loooooooove when you do it like this 🙏🙏😊 Thank uuuu 😊

@ExcelForFreelancers 4 жыл бұрын

Thank you so much Lars. Yes I am trying to do most from scratch and thanks so much.

@g1ng3r_N1nj4 4 жыл бұрын

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 4 жыл бұрын

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.

@josephgriffn2682 3 жыл бұрын

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 3 жыл бұрын

Hi Joseph, thanks so much. You can use this 'Invoice From Scratch' training to learn how to create Invoices per customer: kzfaq.info/get/bejne/b5-oicWHsqememQ.html I hope this helps and thanks so much.

@guychoquette4872 2 жыл бұрын

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 2 жыл бұрын

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 2 жыл бұрын

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 2 жыл бұрын

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

@guychoquette4872 2 жыл бұрын

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

@armotxa124 4 жыл бұрын

Gr8 lessons. Easy to learn and thank you so much!

@ExcelForFreelancers 4 жыл бұрын

My pleasure and I am glad you enjoyed it Armo.

@Kebas53 4 жыл бұрын

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 4 жыл бұрын

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 4 жыл бұрын

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

@maniclokofe4585 2 жыл бұрын

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

@ExcelForFreelancers 2 жыл бұрын

Hi and thanks for your comment. I show you how to add user security in this video kzfaq.info/get/bejne/ZseYjNKqmrKXlZc.html I hope this helps and thanks so much.

@PedroMartinez-nl1gr 2 жыл бұрын

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 2 жыл бұрын

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. kzfaq.info/get/bejne/hrx1rauTya7KYY0.html Thank you for your Likes, Shares & Comments. It really helps.

@PedroMartinez-nl1gr 2 жыл бұрын

@@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 2 жыл бұрын

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

@SilverfoxAdventuresSweden 10 ай бұрын

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 10 ай бұрын

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.

@vijaypanjiar 3 жыл бұрын

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 3 жыл бұрын

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.

@shivamharwalkar6815 Жыл бұрын

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

@ExcelForFreelancers Жыл бұрын

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.

@ahmadfaraz9833 4 жыл бұрын

Hey! I really appreciate your work. You are doing a great job. Would you please make a school fee manager excel based worksheet .

@ExcelForFreelancers 4 жыл бұрын

Hi Thanks very much This is a larger project so I will do perhaps on a full course but I will try. Thank you.

@ahmadfaraz9833 4 жыл бұрын

@@ExcelForFreelancers Thank you for your kind words. You are awesome.

@rahulskale 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

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.

@Mahmoud-bs9lw 2 жыл бұрын

Please, when searching for a customer, for example, 50 invoices in the customer manager displays only 10 invoices, why?!

@ExcelForFreelancers 2 жыл бұрын

HI Mahmoud, thanks so much for your comment. This particular view shows the last 10 however you can customize this to run and advanced filter with unlimited results on a different sheet. 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

@nabeelahmed7403 3 жыл бұрын

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 3 жыл бұрын

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

@inioluwaakinnola3948 3 жыл бұрын

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 3 жыл бұрын

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 3 жыл бұрын

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

@natalias1212 3 жыл бұрын

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 3 жыл бұрын

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 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

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.

@perseverancecleaningservic7157 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

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.

@sefaelmas8501 4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

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.

@brittager 4 жыл бұрын

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 4 жыл бұрын

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 4 жыл бұрын

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 4 жыл бұрын

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 4 жыл бұрын

@@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 4 жыл бұрын

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.

@ricko5203 Жыл бұрын

Excellent content Randy. Please slow down a bit. Your delivery is too fast for me. Thanks

@ExcelForFreelancers Жыл бұрын

Thanks so much for the feedback. This was a few years ago, so hopefully I have slowed down by now. Please check this weeks training, premiering Tuesday, from scratch where i go line by line here: kzfaq.info/get/bejne/asWHrNyJmJitmqM.html I hope this helps and thanks so much.

@awaispapu5302 4 жыл бұрын

Sir nice work 👌

@ExcelForFreelancers 4 жыл бұрын

Thank you very much. I do appreciate that.

@essamfahim749 4 жыл бұрын

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

@ExcelForFreelancers 4 жыл бұрын

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

@hellmutmatheus2626 3 жыл бұрын

god damn man you rock it

@ExcelForFreelancers 3 жыл бұрын

Thank you so very much, I really appreciate that Hellmut

@Cometoknowledge. Ай бұрын

Please Make like this sheet for Mobile Supported... Because It is not working as possible in Mobile...

@ExcelForFreelancers Ай бұрын

HI and thanks very much. I show you how to do the mobile integration in this training: kzfaq.info/get/bejne/qpqAqbegq8mVf4k.html I hope this helps and thanks so much.

@aisyaatiqah4784 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

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.

@mdsaiful6294 2 жыл бұрын

Nice video 😊😊😊

@ExcelForFreelancers 2 жыл бұрын

Thank you so very much, I really appreciate that Saiful

@eytanmarkman-raffeld221 2 жыл бұрын

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 2 жыл бұрын

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 2 жыл бұрын

@@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 2 жыл бұрын

@@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 2 жыл бұрын

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: kzfaq.info/get/bejne/nduhiKaHmJeycqM.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.

@agoetzIES 3 жыл бұрын

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

@ExcelForFreelancers 3 жыл бұрын

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.

@0123THR0123 4 жыл бұрын

Hi Randy. Thank you for this great video. Is it possible to add the same « add, delete, update » functionalities for the invoices and work orders sections in case we want to add invoices or work orders once a customer has been selected and in case we want to update status from open to close. Can the same technique be used? Also it would be nice as well to be able to update contact details directly from the main spreadsheet. Are you planning to make a second part?

@ExcelForFreelancers 4 жыл бұрын

HI Jersey. Generally people don't watch 2nd and 3rd part videos so I am trying to do less of them. With that said I have videos to create both Invoices and Work Orders. All you would have to do is combine these into a single application to have a fully functional Customer, Work Order and Invoice application. I hope this helps. Thanks for your comment.

@malmins22 3 жыл бұрын

@@ExcelForFreelancers hello, where can we see these videos to add new invoices or edit existing ones?