Just when it appears things are humming along, another glitch pops up. I have attached 2011's and 2012's contract customer files. I have used dummy names. Last year when I wanted to sort the listing according to city and then last name, it was no problem. It seemed to pick up the header properly (2nd row). For 2012, it is picking up the first row; hence, it does not sort correctly. It wants to alphabetize row 2, also. (To sort, I click "data, sort, expand selection") Can you figure out what the difference is between the two files? It's probably something simple........... Thanks!
Update 2/29/12 -- I ended up copying the 2011 customer sheet into the 2012 file and renaming it for the 2012 customer sheet. It now works perfectly.
Okay, I have a list of people I need to send contracts to that did not sign up for 2011 services. I have attached the file I need to use. I've tried to redirect the "Residential" sheet to pick up the information from the "2011 Missing" sheet, to no avail. Can you help? I don't understand the reference to the "Customer, Database" in the formula line.
Okay, did you ever have one of those "duh" moments lately? I was trying to treat this as a separate file, not thinking about tacking the information on to the current file. Sheesh! Again, thanks so much. I'm glad SOMEONE has their brain in gear this morning!
Okay, this thread is over two years old but I don't want to reinvent the wheel. Things have been going along very smoothly with the system you helped me set up for his lawn care contracts. These contracts were based on all four treatments using the same pricing. NOW he has decided to charge more for treatments number 1 and 3 due to the product used at these times. However, he would only charge these higher prices if the person chose treatments 1 and 3 ONLY and didn't go with the four visit program. If customers chose the four visit program the pricing on the contracts could be done the same as in the past, so the "4-Visit Maintenance Program" formulas wouldn't change. So I need to know how to add 10% to the price in the M20 cell, plus the other formulas to add the sales tax. This formula would go in the J19 and J23 cells as stand alone formulas. I tried figuring it out but I just don't know enough about formulas to do it. Thanks again for your help. Do you still have access to the original sample contracts I sent or do I need to send another?