Count dates in multiple worksheets and display in a summary sheet

Copper Contributor

I am creating a customer data base that I have each customer on a seperate worksheet so that I make notes.  I want to put in the dates that I followed up with each client in their respective sheet and then have the total customers contacted on any one date be displayed in a summary worksheet.

1 Reply
Excel is NOT a database and your setup does not make this easier to do. You might improve things by stuffing it all in one large table. That way you can simply filter by customer to see how many contact moments you had. I'm sure if you search for CRM software you should be able to find affordable solutions that handle this way better than anything you can build in Excel.