Importing a range of data based on matching criteria

Copper Contributor

I'm trying to import a range of data based on if the client name matches.  I have a Client List and a To Do List,.  The two sheets are in the same document, and have the same fields.  If the name entered on the To Do List is in Client List I the want to import all the checked/unchecked information that is available in that row.

 

Screen Shot 2019-10-11 at 11.56.16 AM.png

0 Replies