Advanced Excel Macro for CRM Update
Budget: $25 – $50 USD
I am looking to update my CRM database with a couple simple excel tasks in a macro. See tabs in excel sheet as I download these when needed, and upload the new DataBase values when needed.
• Household Id is unique to a household
• Id is unique to a person.
• You can have many people in a household
1st Task: I would like to update “Manual Household Last Note” in the Last Note Report Excel Tab to the most recent date from any of the people inside a household associated with their Household Id. Place in same date format. – Purpose: this will show me recent activity of anyone in the house when I run my report from my CRM. I would like to make this in an excel macro that I can use again in a few months. Report which ones were changed in a text file I can review and save.
2nd Task: Update Yeti Given HH to TRUE in the Household if any of the people inside a household have “Has Yeti Cup” under the tags column in column f. This is a text string with multiple tags, so it will be a string search inside the text not exact match. This is a one time update. . Report which ones were changed in a text file I can review and save.
3rd task: If all persons in a household are FALSE under the active column D, change the household to FALSE. I would like to make this in an excel macro that I can use again in a few months. I would like to make this in an excel macro that I can use again in a few months. Report which ones were changed in a text file I can review and save.
• Household Id is unique to a household
• Id is unique to a person.
• You can have many people in a household
1st Task: I would like to update “Manual Household Last Note” in the Last Note Report Excel Tab to the most recent date from any of the people inside a household associated with their Household Id. Place in same date format. – Purpose: this will show me recent activity of anyone in the house when I run my report from my CRM. I would like to make this in an excel macro that I can use again in a few months. Report which ones were changed in a text file I can review and save.
2nd Task: Update Yeti Given HH to TRUE in the Household if any of the people inside a household have “Has Yeti Cup” under the tags column in column f. This is a text string with multiple tags, so it will be a string search inside the text not exact match. This is a one time update. . Report which ones were changed in a text file I can review and save.
3rd task: If all persons in a household are FALSE under the active column D, change the household to FALSE. I would like to make this in an excel macro that I can use again in a few months. I would like to make this in an excel macro that I can use again in a few months. Report which ones were changed in a text file I can review and save.