If you need to create a customer record, you should know that Excel provides you with the tools for it.
One of the most important programs used in companies is Excel, since allows you to create all kinds of data tables and manage information comfortably and precisely. An example of this is when you want to create a customer registry to keep better control of users and Microsoft Excel can do it easily.
Of course, there are many useful Excel formulas and functions, but for create a customer record it won’t be necessary. Although it is always a good idea to look at a basic Excel guide to master the essentials of this tool.
Creating a customer record is very easy with Excel and won’t take you more than a couple of minutes, so you will not have to resort to other tools more advanced. And if you don’t have this program installed, you should know that you can download it for free together with the Microsoft office suite.
First, you must add the “Form” option to the Excel quick access bar
In order to create a customer record in Excel, you will first need to enable an option in the quick access bar of the platform and which, by default, is not included.
You just have to click on the tab Archive of the Options and then click on “Further” and then you enter Options.
Now a window will open and you must click where it says Quick-access tool barwhich it will show you a series of toolsas its name implies, and which are found in the Excel interface.
In the section of Commands available in you will have to display the options and choose the one that says ”Commands that are not on the ribbon”. So, you need to scroll down to the option Form and click on the button “Add” which is in the middle of this floating interface and accept the changes.
Now, you must create the table to register the customers in Excel
After this, you will see that the quick access toolbar has appeared a new icon that corresponds to the forms. However, the next step has to do with creating the table where you will record the customer data.
In our example, we will use a basic table, composed of data such as the date, client, ID and telephone number. But in your case, these fields may vary.
You select the cells that make up the customer table and open a form
Now that you have the table or structure with the titles of the customer data, the following will be that select all cells that make it up
When you have the entire table selected, you proceed to click on the forms icon that you added at the beginning. Maybe it throws you an error messagebut you just press Accept and you will notice that a new window that corresponds to the form opens.
Finally, you must register each of the clients, using the form
Now you just have to start registering customers in the form that has opened, respecting all fields and entering the relevant information.
When entering all the data of a client, press the button New that is in the form and you will notice that its data will disappear from this interface, but they will be recorded in the table you created at the beginning.
you just have to repeat this procedure with all clients and thus you will have a reliable and quick access record, thanks to Microsoft Excel.