Custom Excel Customer Data Entry

I need a single, easy-to-use Excel workbook dedicated to data entry for customer information. The goal is to let anyone on my team open the file and start typing without worrying about layout or errors.

Here’s what I’m after:
• An input area (form or clearly marked table) that captures all the customer fields I’ll supply once we start.
• Custom formatting throughout—title-case names, phone numbers masked as (000) 000-0000, emails forced to lowercase, dates shown as dd-mmm-yyyy, and any other rules we agree on.
• Data-validation dropdowns for categorical fields such as region or customer status.
• Conditional formatting that flags missing mandatory cells or obvious entry mistakes.
• Protected formula or helper columns where useful (e.g., full name, days since last contact).
• A master table that stores every record cleanly, built with native Excel tables; light VBA is fine if it genuinely improves ease of use.

Acceptance criteria
– All agreed fields present and following the custom formatting/validation rules.
– File opens in Microsoft 365 on Windows and Mac with no errors or unexpected macro warnings (unless we decide to use VBA).
– Non-critical cells protected so data can’t be overwritten accidentally, yet the sheet remains simple for staff to update.

If you’ve built similar customer data entry templates before, please mention it when you bid—I’d love to see an example. Looking forward to collaborating on a clean, reliable solution.