I have created a form for sales people to enter data they received from the customer. One part of this form, a subform, is also used by service people, but they use an Excel template to update the information for a company. It is pretty easy to export the data of the current customer from the report into an excel document, but the information is then in tabular format.
I have been thinking about how they could export the data of the current customer to an already formatted excel document. I was looking into naming the cells in Excel the same way as the fields in the form or report, I was looking into linking, but it seems one can only either link a table or a query and the sales people want to export the data of the customer whose information they are currently imputting and viewing in the form, not the data for all customers.
Is there anyway I can let the sales people press a button in the form that exports the current customers information to a formatted Excel document and puts the field data into the corresponding cell that has the same name?
Your help is greatly appreciated. Thank you.
I have been thinking about how they could export the data of the current customer to an already formatted excel document. I was looking into naming the cells in Excel the same way as the fields in the form or report, I was looking into linking, but it seems one can only either link a table or a query and the sales people want to export the data of the customer whose information they are currently imputting and viewing in the form, not the data for all customers.
Is there anyway I can let the sales people press a button in the form that exports the current customers information to a formatted Excel document and puts the field data into the corresponding cell that has the same name?
Your help is greatly appreciated. Thank you.