M
Michael
Hello,
I have a list of clients with dates of our first contact, e.g.
J. Smith 2008 Apr 12
K. Brown 2008 June 14
A. Black 2008 July 03
S. Long 2008 July 24
J. Doe 2008 Aug 01
A. Miller 2008 Sept 06
Then I need to contact them every 3 months for 2 years (e.g. both A. Black
and S. Long should be contacted in Oct 2008, Jan, Apr, Jul and Oct 2009, Jan,
Apr and finally July 2010).
How can I make Excel to put dates of prospective contacts - I need the month
and year only - automatically as soon as the first contact date is entered
for each of them?
I would like to enter the name in column A, first contact date in column B,
and have prospective dates appear automatically in columns C-J.
Then, I would like to know the number and kind of each contact for a given
month.
I imagine a worksheet with contact names in rows (3mo, 6mo, 9mo, 1yr etc.)
and months in columns (Oct 08, Nov 08, Dec 08, Jan 09 and so on).
For example the column "Jan 09" would have a "1" in 9mo contact cell, a "2"
in the 6mo contact cell and a blank 1yr contact cell. How to do it?
I am sorry if my 2 questions are too long, I tried to explain as clear as
possible.
I have a list of clients with dates of our first contact, e.g.
J. Smith 2008 Apr 12
K. Brown 2008 June 14
A. Black 2008 July 03
S. Long 2008 July 24
J. Doe 2008 Aug 01
A. Miller 2008 Sept 06
Then I need to contact them every 3 months for 2 years (e.g. both A. Black
and S. Long should be contacted in Oct 2008, Jan, Apr, Jul and Oct 2009, Jan,
Apr and finally July 2010).
How can I make Excel to put dates of prospective contacts - I need the month
and year only - automatically as soon as the first contact date is entered
for each of them?
I would like to enter the name in column A, first contact date in column B,
and have prospective dates appear automatically in columns C-J.
Then, I would like to know the number and kind of each contact for a given
month.
I imagine a worksheet with contact names in rows (3mo, 6mo, 9mo, 1yr etc.)
and months in columns (Oct 08, Nov 08, Dec 08, Jan 09 and so on).
For example the column "Jan 09" would have a "1" in 9mo contact cell, a "2"
in the 6mo contact cell and a blank 1yr contact cell. How to do it?
I am sorry if my 2 questions are too long, I tried to explain as clear as
possible.