Hey Randy! I'm more than happy watching and LEARNING from a multi-part tutorial. I'm a bit like Doniven, and have been watching your tutorials for many months now. Almost the opposite to Doniven, though I'm nearly seventy I am loving the challenges of keeping my brain active plus learning something new from every tutorial. Thanks heaps.
Thanks so much Stephen. It's amazing that people from the ages of 13, such as Doniven, to 70 and up can enjoy and learn. The important point is we are never to old or to young to learn. I myself continue to try and learn day in and day out. Thanks so much.
Thanks so much and glad to help. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Hey Randy it's me Doniven Tallent I've been watching your tutorials for about 3 months now and I'm 13 and building them keep up the good work sorry I'm not on my main account XD LOL
We spelled "contact" incorrectly! Randy you are my Superman! Ive learned so much and just purchased your workbooks. As soon as Im making some money I will be an avid participant in the mentorship program. Thank You
Thanks so much for catching that Sarina, Sometimes i move to fast and miss that. I have corrected it, at least for the downloaded version, but it will live forever in the video. LOL. I am so glad you enjoy the training and look so forward to having you in the Mentorship Program. Thanks again.
Thank you so much. You can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
Dear sir, as usual an amazing training, that bring CRM principles to the small business world, I'd like to suggest that you make a sequel to this training and add the following 2 features 1- bring all the CRM features to the mobile environment to be utilized directly from mobile phone and synced back to the desktop app 2 - add an essential feature enabling managing marketing campaigns through whatsapp utlitizing recorded customers phone numbers
Hi and thanks so much Mina, I would love to make multi-part trainings however most people don't watch part 2 and after. Feel free to download this application and customize it however you like. This Tuesday I will have a training on Email Marketing and automated link sharing, so make sure you catch it tomorrow.
Hello! I am very happy to share the news that I have created this training for you and it will be premiered this Tuesday September 12th. Please make sure to Like & Share it here: th-cam.com/video/ScUBSfEqcrY/w-d-xo.html
Thanks so very much. Because many of these video focus on advanced VBA training, it may not be for everyone, as apposed to a more basic level of Excel training. Thank you for your Likes, Shares & Comments. It really helps. Please check out my bran new POS With Inventory here: th-cam.com/video/SbjBgqzbA3w/w-d-xo.html
This is incredible information. I wish I'd have known about this when creating the training room tracker for my unit. I'm basically only a novice at Excel
Hi James and thanks so much. I am glad you enjoyed the training. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
@@ExcelForFreelancers The one thing I wished you had covered is deleting contacts in VBA. In my unit, people come and go quite regularly, so it's helpful to add contact information, but it's just as helpful to delete contact information. Additionally, as the training room NCO, I was responsible for keeping track of all the training documents, which the documents part of the CRM was incredibly helpful, but again, as people come and go it would be incredibly helpful to know how to delete documents.
Great job like always. I prefer watching videos with different parts because they are better explained and you can go more into details and explain better every section of the App or whatever. Keep up the nice Work.
Loving the video, thank you. At the 36 min mark when you start to get into coding, do you have a separate video on macro's? you've jumped straight into it and started to lose me. Cheers
Hi Dave, no problem at all and I am glad you enjoy the training. Most of my videos are intermediate to advanced Excel VBA and coding however I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Great training and glad I found you. I have tried several times to download this Mini CRM, but have yet to get the workbook or anything in email. Can you help?
Hi David, Thanks so much. If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
HI and thanks so much Vc. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Hey Randy.. your tutorials are very impressive. It is very very inspiring to one who does not know excel in deep. May I suggest you to make tutorial on school fees collection system?
I really like that you create applications out of excel instead of just a workbook. I have been doing that for years but not at your level. Now 2 question, 1st could you create an application that uses Access as DB instead of a sheet? 2nd are you aware of a way to let users use the application whit out Excel, convert the app as a web app or maybe use power bi?
Hi and thanks very much Mathieu. Since Access is far less popular around the world I stick to Excel only. This way users who download my Excel application have a complete application without requiring any other software. This is the same reason why I do not develop apps or use Power BI. Those are great tools however I am only focused on Excel applications. Thanks again.
Hi If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
Hi and thanks so much for your comment. I would love to do multiple parts and larger applications however most people don't watch multiple parts, they only watch the first one. Thank you for your Likes, Shares & Comments. It really helps.
@Excel For Freelancers, great material. My important question now is: how can I make this CRM app accessible online for a work team? Can Google Sheets accommodate it while preserving its functionality, etc...?
Hi and thanks you dont need to put it online for other members, They can each have their own Excel application. and only the data itself needs to be shared online. I show you how to do this in this training: th-cam.com/video/aKV5seZmiBs/w-d-xo.html
Thank you so very much, I really appreciate that. You would also love our Mini-Accounting application found here: th-cam.com/video/itHilzsUHck/w-d-xo.html Thank you for your Likes, Shares & Comments. It really helps.
Awesome! I'm a very small business but I'm not keeping up with contacting my wholesale customers like I need to and this will be perfect for helping me do that! Thank you so much! I do have a question... how do I delete the info that's in there (like the contacts, reminders, etc) so it's all what I need for my business?
HI Dawn thanks so much. You can clear the data within the tables and then start adding your own. Make sure to watch the whole video so that you can understand the code and how to update it accordingly. I hope this helps and thanks so much.
This is amazing! Appreciate your time and effort in these detailed tutorials! My only request is providing a crossover for those of us using a Mac platform. I'm using Excel for Mac 2019 and some of the functions as well as colors are not as you describe in your tutorial.
Hi and thanks so much I am glad you like it. I will do my best in the future to add functionality for a Mac however Excel has limited features on an Mac. You can find some information here on updating your code for a Mac: www.rondebruin.nl/mac.htm I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Hello Randy, this is an invaluable information for all of us, thank you thank you, I have a question though.... How can I have/buy this mini crm file to make it work on my excel?
Hi, you can download this template using the links in the description above with either your email or Facebook Messenger. In a few months I will have a secured and updated one that you can purchase. I hope this helps and thanks.
Hi, using this as a base, is there a way of adding Invoicing, Sales Records, interms of who bough what and for how much with Shipping & Tax info (including a percentage chart) and expenses in terms of buying inventory...oh and a gains & losses chart. Then connecting all sales to the contacts list.
Hi and thanks, yes for sure. You can check out my new Mini Accounting application here: th-cam.com/video/itHilzsUHck/w-d-xo.html I hope this helps and thanks so much.
Congrats and Very well done Jorge. Please check out our School Management series in which I show you how you can create your own Excel applications, from scratch, in an amazing series right here: bit.ly/SchoolManagerSeries
great application, great video, and lesson. I have included this video in today's Excel Curation Corner, and I have sent you on some $bat and $hive tips. Thanks for creating awesome content
Amazing work, I’m in the army and this has helped autorizar my section, I did Taylor it to what we track, and so email was omitted, because usually we send a mass of people, is there a way to add more emails, and attachments?
Hi Kai, thanks so much. Yes you can add as many attachments as you want. Feel free to update the code and named ranges to accommodate however many you like. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
You are doing a good job for us. I need help to maintain the IT Inventory record user wise in my organization through which I could be able to see the inventory for active users like Desktop, Laptop, Printers, etc.,
I'm looking for a really simple CRM solution - essentially something that provides a customer and their details in rows and then some information next to this that shows something like a status and notes that change as a result of stages of processing. The stages of processing can be handled by different people and the stages of processing associated with the customer can be assigned to different handlers. No documents just notes about the stages and some information about when they were spoken with. Is there anything simple like this you can suggest?
Hi Jamie , thanks for the information. You are welcome to download this template for free and use it. If you need to have this customized for your requirements, we can help you with that. While I am unable to take on any projects I would be happy to refer this out to a qualified developer. Can you please email me all of your specifications in a detailed scope and I can forward it to a developer? Randy@ExcelForFreelancers.com Thanks so much.
I know it is a different program and format. But I was wondering if you knew if this same process would work on Numbers? Thank you for your time and have a great day.
HI and thanks so much for your comment. I have never used Numbers so I could not answer that question. Thank you for your Likes, Shares & Comments. It really helps.
HI, thanks for the information. There is no doubt we can help you with that. While I am unable to take on any projects I would be happy to refer this out to a qualified developer. Can you please email me all of your specifications in a detailed scope and I can forward it to a developer? Randy@ExcelForFreelancers.com Thanks so much. .
Hi and thanks. I do have that already in my Excel & Google sheet sync video here: th-cam.com/video/l5LwGopYSnk/w-d-xo.html Thank you for your Likes, Shares & Comments. It really helps.
I´m new here and I loved this project...congratulations!!! I have a doubt...When I tried to execute the file "Mini_CRM.xlsm" my Excel blocked Macros and about to see some videos I managed to run the file with the macros. My doubt is...how to save this file to open in any computer without to have the same problems?
Hi Ricardo, If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
This is what i was looking for since long, I subscribed your channel, liked your video now tell me how this will help for small annual building maintainace contract company to keep track of below -: 1. CLIENT MASTER 2. BUSINESS SUMMARY (Sales, Purchase, expenses, Profit & Loss) 3. AUTOMATION OF INVOICE, NEXT SCHEDULE NOTICE PDF, TEXT MESSAGE, WHATSSAPP, EMAIL Please share ready to use template if any as for small startup companies purchase CRM is not affordable. Thanks for your support.
Hi and thanks very much. I have a lot of that on my channel so please feel free to search. Please keep i mind that all of my templates require customizing and securing to be used in real-world situations. I hope this helps and thanks so much.
Hi and thanks so much. I am glad you like the training. I show you how to add reminders in this video: th-cam.com/video/KuKeoS0LWXc/w-d-xo.html I hope this helps and thanks so much.
Hi Mathieu, thanks for your comment. I think you mean different parts of the worksheet. The answer is Yes. You can force Excel to a specific column or row within VBA using ActiveWindow such as ActiveWindow.ScrollRow = 1 or ActiveWindow.ScrollColumn = 1 You can set it to any Row or Column. I hope this helps and thanks so much.
Hi and thanks so much. You can share and sync this application with anyone in the world by following this training: th-cam.com/video/aKV5seZmiBs/w-d-xo.html
HI and thanks. Can you please post a picture of that formula in our Excel For Freelancers group so either me or our members can explain it. bit.ly/groupexcel Thank you.
HI Bobby, thanks so much. I have a Rental Manager application which may be helpful. All off my workbooks require the desktop version of Excel however can be integrated with a web-based solutions such as appsheet. I hope this helps and thanks so much.
Hi Mitchell, thanks for your comment. You can follow this training on how to share and sync your macro-enabled workbook which will make it accessible for all employees th-cam.com/video/aKV5seZmiBs/w-d-xo.html I hope this helps and thanks so much.
Hi and thanks so much. I really do understand. You may want to consider enrolling in Daniel Strong’s Ultimate Excel VBA 30-hour course, in which I have secured a special discount for Excel For Freelancer Followers right here: bit.ly/VBACourse_Discount
🔥Download 350 Of The Worlds Best Templates Here ► rebrand.ly/350Wkbks_YTPinnedCom
Hello, the download template link may be broken. Could you please fix the link? Thank you!
Just to let you know, 2 years on your video is still helping people and businesses, thank you so much.
I appreciate that Chris. I am happy to help and share. Thank you so much.
Hey Randy! I'm more than happy watching and LEARNING from a multi-part tutorial. I'm a bit like Doniven, and have been watching your tutorials for many months now. Almost the opposite to Doniven, though I'm nearly seventy I am loving the challenges of keeping my brain active plus learning something new from every tutorial. Thanks heaps.
Thanks so much Stephen. It's amazing that people from the ages of 13, such as Doniven, to 70 and up can enjoy and learn. The important point is we are never to old or to young to learn. I myself continue to try and learn day in and day out. Thanks so much.
I really appreciate that you took my feedback into account and started doing indentations ! thats perfectly readable right now ! :)
Thanks so much for your feedback and comment. I am glad you enjoyed the training and indented code :)
This is the best Video I have seen so far on TH-cam for CRM. Lot of Love from India
Thank you so very much, I really appreciate that.
Hi Randy. You are my hero doing all these videos. Why are there only 200k+ subscribers? So underated.
Hi and thanks so much. Cam On Ban. I appreciate it.
Really you are amazing. I learnt lots from video and apply in our practice . You are a great mentor for excel professionals
Thank you so very much, I really appreciate that Ajay.
I m a beginner Austin for this concept and sure your free tutorials will help me to excel.
Thanks so much and glad to help. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
Hey Randy it's me Doniven Tallent I've been watching your tutorials for about 3 months now and I'm 13 and building them keep up the good work sorry I'm not on my main account XD LOL
Hi Doniven, thanks so much. Keep up the great work. I can't wait to see the applications you will build. Thanks so much for following.
I have always felt Excel can be used for standalone and integrated sales and marketing campaigns. This is exactly what I need.
That is great to hear Keith, I am really glad you enjoy the training. Excel is a powerful tool.
We spelled "contact" incorrectly! Randy you are my Superman! Ive learned so much and just purchased your workbooks. As soon as Im making some money I will be an avid participant in the mentorship program. Thank You
Thanks so much for catching that Sarina, Sometimes i move to fast and miss that. I have corrected it, at least for the downloaded version, but it will live forever in the video. LOL.
I am so glad you enjoy the training and look so forward to having you in the Mentorship Program. Thanks again.
classic.... no words... really appreciated... if you share these stuff free as you said.
Thank you so much. You can download this file using the links in the description above with either your email or Facebook Messenger. I hope this helps and thanks.
This is like watching Picasso paint a masterpiece as he's talking his way through it.
Thank you so much Dr. John. I always appreciate your comments. I am sure you did an amazing job on your application.
Indeed😘
This is so valuable - appreciate you taking the time for teaching this!
For sure, you are very welcome, I am happy I could help.
Excellent material, I’m from Brazil and I really liked your presentation I’m already following the channel Congratulations on the work
Thank you very much! I really appreciate that.
Really amazing training. Excellent! Not enough words to thank you.
Thank you so much Ashokan, very kind of you.
Dear sir, as usual an amazing training, that bring CRM principles to the small business world, I'd like to suggest that you make a sequel to this training and add the following 2 features
1- bring all the CRM features to the mobile environment to be utilized directly from mobile phone and synced back to the desktop app
2 - add an essential feature enabling managing marketing campaigns through whatsapp utlitizing recorded customers phone numbers
Hi and thanks so much Mina, I would love to make multi-part trainings however most people don't watch part 2 and after. Feel free to download this application and customize it however you like.
This Tuesday I will have a training on Email Marketing and automated link sharing, so make sure you catch it tomorrow.
@@ExcelForFreelancers sure my dear randy, really appreciate your sincere reply
Hello! I am very happy to share the news that I have created this training for you and it will be premiered this Tuesday September 12th. Please make sure to Like & Share it here: th-cam.com/video/ScUBSfEqcrY/w-d-xo.html
I cannot understand why you have only 250k subscriber given that you have very helpful contents.
Thanks so very much. Because many of these video focus on advanced VBA training, it may not be for everyone, as apposed to a more basic level of Excel training. Thank you for your Likes, Shares & Comments. It really helps.
Please check out my bran new POS With Inventory here: th-cam.com/video/SbjBgqzbA3w/w-d-xo.html
No word besides thanks for your great, amazing and so hard work continue speaking and coding
Thank you so very much, I really appreciate that Ashok.
Thank you for education me in excel I really appreciate it...
For sure, you are very welcome and happy to help and share
Vielen Dank für die Veröffentlichung!
Natürlich sind Sie herzlich willkommen und helfen gerne weiter
This is incredible information. I wish I'd have known about this when creating the training room tracker for my unit. I'm basically only a novice at Excel
Hi James and thanks so much. I am glad you enjoyed the training. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
@@ExcelForFreelancers The one thing I wished you had covered is deleting contacts in VBA. In my unit, people come and go quite regularly, so it's helpful to add contact information, but it's just as helpful to delete contact information. Additionally, as the training room NCO, I was responsible for keeping track of all the training documents, which the documents part of the CRM was incredibly helpful, but again, as people come and go it would be incredibly helpful to know how to delete documents.
This is amazing, Thank you for the efforts, time and the details .. i really appreciate . 10/10
For sure, you are very welcome
Great job like always. I prefer watching videos with different parts because they are better explained and you can go more into details and explain better every section of the App or whatever. Keep up the nice Work.
Thank you so very much, I really appreciate that.
Really appreciate all your hard work sir. Love all your work books
Thank you so very much, I really appreciate that.
Very in depth, and extensive. Thank you
For sure, you are very welcome I am glad you enjoyed it.
Thanks a lot, this is a demostration what can be done with Excel . I’ve learned some Great new things. Thank you.
Thank you very much. I do appreciate that Javier
Very nice. Thanks for sharing dear
Thanks for visiting. Much appreciated.
From Lima - Perú... Excelente 👍
Thank you so much :) Glad you are here.
Loving the video, thank you. At the 36 min mark when you start to get into coding, do you have a separate video on macro's? you've jumped straight into it and started to lose me. Cheers
Hi Dave, no problem at all and I am glad you enjoy the training. Most of my videos are intermediate to advanced Excel VBA and coding however I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
This is amazing! I watched this a few times. Thanks a lot!
Thank you so very much, I really appreciate that Dusan.
Great training and glad I found you. I have tried several times to download this Mini CRM, but have yet to get the workbook or anything in email. Can you help?
Hi David, Thanks so much. If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
I benefited a lot from your valuable lessons
That is great to hear. Thanks so much Osama
Wow, Superb, Thank you, Randy, I'm waiting for this
Thank you very much Ahmed
this looks really crisp and clean...nice job!
Thank you so very much, I really appreciate that.
This is what I've been looking for
That is great. I am so happy i can help.
Yes! Thank you for creating these videos!
For sure, you are very welcome Tiffany and thank you for your Likes, Shares & Comments. It really helps.
Really good instruction and narration. Very clear and most of all easy to understand 👌🏻 good job sir!
Thank you very much. I do appreciate that Bob.
This is such great content. Thanks for sharing your knowledge
Thank you so very much, I really appreciate that Yogini
I was looking for something like this, thanks!
For sure, you are very welcome and happy to help. Thank you for your Likes, Shares & Comments. It really helps.
such a good video from you sir. I hope you can tell us what book we sould use in order to learn VBA and SQL. maybe you could use videos for access too
HI and thanks so much Vc. I have a free VBA course taught by MVP Sumit Bansal on my site right here: www.excelforfreelancers.com/enroll-in-the-free-excel-vba-course-by-mvp-sumit-bansal-of-trumpexcel/
@@ExcelForFreelancers ok sir so I should sing up on the website right. thanks a lot.
Thanks so much for sharing your knowledge. One of my dreams is "becoming a VBA master" like you are. Very good!
For sure, you are very welcome and you will get there for sure. Keep pushing!
Wow 😮
I never knew this was possible in Excel.
Thank you for sharing.
I just subscribed.
Thanks so much and great to have you here. :)
I've subscribed to you too! 👍
Hey Randy.. your tutorials are very impressive. It is very very inspiring to one who does not know excel in deep. May I suggest you to make tutorial on school fees collection system?
Hi thanks Mehul. I am glad you like the training and I have added school management and fee collection to my list. Thanks again.
Amazing video just what ive been looking for thank you
Thanks so much. Very kind of you
Thank you so much for this training.
Its no problem, I am happy to help and share Rajesh
نحبك نحبك نحبك نحبك نحبك انت انسان رائع 👏
شكرا جزيلا لك. انا حقا اقدر هذا
Your are awesome my inspiration iam really lucky see your video's and learn great content ❤️
Thank you so much 😀 I am happy to help.
Me gustó mucho, GRACIAS.
De nada mi amigo :)
Randy you're awesome! These videos that you make are so generous and helpful to people...thank you!
Thank you very much. I do appreciate that Patrick, very kind of you.
I really like that you create applications out of excel instead of just a workbook. I have been doing that for years but not at your level. Now 2 question, 1st could you create an application that uses Access as DB instead of a sheet? 2nd are you aware of a way to let users use the application whit out Excel, convert the app as a web app or maybe use power bi?
Hi and thanks very much Mathieu. Since Access is far less popular around the world I stick to Excel only. This way users who download my Excel application have a complete application without requiring any other software. This is the same reason why I do not develop apps or use Power BI. Those are great tools however I am only focused on Excel applications. Thanks again.
Great video and will be back for more. Pity the download didnt work
Hi If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
Thank you for the great app...
Please do multi parts so we can learn more....
Hi and thanks so much for your comment. I would love to do multiple parts and larger applications however most people don't watch multiple parts, they only watch the first one. Thank you for your Likes, Shares & Comments. It really helps.
@Excel For Freelancers, great material. My important question now is: how can I make this CRM app accessible online for a work team? Can Google Sheets accommodate it while preserving its functionality, etc...?
Hi and thanks you dont need to put it online for other members, They can each have their own Excel application. and only the data itself needs to be shared online. I show you how to do this in this training: th-cam.com/video/aKV5seZmiBs/w-d-xo.html
Absolutely amazing
Thank you so very much, I really appreciate that. You would also love our Mini-Accounting application found here: th-cam.com/video/itHilzsUHck/w-d-xo.html
Thank you for your Likes, Shares & Comments. It really helps.
Thanks' a lot your videos is valuable
For sure, you are very welcome Ahmed
Thank you sooooooooo much i love everything you did and its helpful, thank you, thank you, thank you
You are so welcome and thank you
Your contribution to the field is incredible! Thank you so much - you can even teach a few old dogs new tricks! ; D
Thank you so very much, I really appreciate that and happy to help and share
Awesome! I'm a very small business but I'm not keeping up with contacting my wholesale customers like I need to and this will be perfect for helping me do that! Thank you so much! I do have a question... how do I delete the info that's in there (like the contacts, reminders, etc) so it's all what I need for my business?
HI Dawn thanks so much. You can clear the data within the tables and then start adding your own. Make sure to watch the whole video so that you can understand the code and how to update it accordingly. I hope this helps and thanks so much.
This is amazing! Appreciate your time and effort in these detailed tutorials! My only request is providing a crossover for those of us using a Mac platform. I'm using Excel for Mac 2019 and some of the functions as well as colors are not as you describe in your tutorial.
Hi and thanks so much I am glad you like it. I will do my best in the future to add functionality for a Mac however Excel has limited features on an Mac. You can find some information here on updating your code for a Mac: www.rondebruin.nl/mac.htm
I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Great session Randy. I love these extended lessons 👌🏻
Thank you so much Graham. I always appreciate your comments and feedback.
Hello Randy, this is an invaluable information for all of us, thank you thank you, I have a question though.... How can I have/buy this mini crm file to make it work on my excel?
Hi, you can download this template using the links in the description above with either your email or Facebook Messenger. In a few months I will have a secured and updated one that you can purchase. I hope this helps and thanks.
Thanks for your content and educating us
For sure, you are very welcome, thanks so much.
Thanks , really great work and nice easy explain way
You are welcome, I really appreciate that Ahmed
Hi Randy. Impressive.. as always. Thanks for sharing. Thumbs up!!
Thanks for watching Wayne. I really appreciate that.
@@ExcelForFreelancers Glad to be in your audience. Your vids are awesome and very inspirational. Thanks for all your efforts!!
Thank you so very much, I really appreciate that.
Hi, using this as a base, is there a way of adding Invoicing, Sales Records, interms of who bough what and for how much with Shipping & Tax info (including a percentage chart) and expenses in terms of buying inventory...oh and a gains & losses chart. Then connecting all sales to the contacts list.
Hi and thanks, yes for sure. You can check out my new Mini Accounting application here: th-cam.com/video/itHilzsUHck/w-d-xo.html
I hope this helps and thanks so much.
thanks a lot. this is what i was looking for these years. gr8 work.
For sure, you are very welcome Hema, I am happy i can help.
I did you fav as you requested thankyou for share knowlage
Great, thanks so much.
Really great advice
Thank you so very much, I really appreciate that Khabirul
Hello! Thank you for this video. I’m wondering if I can use this in google sheets.
Hi and thanks. This has been specifically developed for Microsoft Excel, since Google Sheets uses a different programming language
This is super ! Thx for helping us like that !
For sure, you are very welcome Andre.
Amazing tutorial.
Thank you so very much, I really appreciate that and glad you enjoyed it
thank you very much for this tutorial I managed to do everything the same
Congrats and Very well done Jorge. Please check out our School Management series in which I show you how you can create your own Excel applications, from scratch, in an amazing series right here: bit.ly/SchoolManagerSeries
nice
Now I have something to do on weekend
That is great to hear. Thanks so much Thama
great application, great video, and lesson. I have included this video in today's Excel Curation Corner, and I have sent you on some $bat and $hive tips. Thanks for creating awesome content
Thanks so much Paula, I saw the video and your post in our group. Much appreciated for the shout out.
Thanks for sharing.
For sure, you are very welcome
Excellent well detailed. I need to do home work on it.
Go for it Tamoor and thanks so much.
Amazing work, I’m in the army and this has helped autorizar my section, I did Taylor it to what we track, and so email was omitted, because usually we send a mass of people, is there a way to add more emails, and attachments?
Hi Kai, thanks so much. Yes you can add as many attachments as you want. Feel free to update the code and named ranges to accommodate however many you like. I hope this helps. Should you have any additional questions, please join our Excel For Freelancers Facebook Group in which we have thousands of Excel experts who can guide and help you with your Excel Questions. Just post your detailed question, and upload your current workbook, or post detailed screenshots so we can get you the answers you need, fast. Please join here: bit.ly/groupexcel
Saludos desde Perú
Gracias Bendezu. Thank you for your Likes, Shares & Comments. It really helps.
You are doing a good job for us.
I need help to maintain the IT Inventory record user wise in my organization through which I could be able to see the inventory for active users like Desktop, Laptop, Printers, etc.,
HI and thanks for your comment. I am sure that is possible. Feel free to download and customize any of my applications for your own use.
I'm looking for a really simple CRM solution - essentially something that provides a customer and their details in rows and then some information next to this that shows something like a status and notes that change as a result of stages of processing. The stages of processing can be handled by different people and the stages of processing associated with the customer can be assigned to different handlers. No documents just notes about the stages and some information about when they were spoken with. Is there anything simple like this you can suggest?
Hi Jamie , thanks for the information. You are welcome to download this template for free and use it. If you need to have this customized for your requirements, we can help you with that. While I am unable to take on any projects I would be happy to refer this out to a qualified developer. Can you please email me all of your specifications in a detailed scope and I can forward it to a developer? Randy@ExcelForFreelancers.com
Thanks so much.
I know it is a different program and format. But I was wondering if you knew if this same process would work on Numbers? Thank you for your time and have a great day.
HI and thanks so much for your comment. I have never used Numbers so I could not answer that question. Thank you for your Likes, Shares & Comments. It really helps.
Hello, Great content, a small request, can you make a recruitment CRM to maintain the talent pool of candidates?
HI, thanks for the information. There is no doubt we can help you with that. While I am unable to take on any projects I would be happy to refer this out to a qualified developer. Can you please email me all of your specifications in a detailed scope and I can forward it to a developer? Randy@ExcelForFreelancers.com
Thanks so much. .
As always Wonderful video, can you make video on how to append json data from web in google sheet.
Hi and thanks. I do have that already in my Excel & Google sheet sync video here: th-cam.com/video/l5LwGopYSnk/w-d-xo.html
Thank you for your Likes, Shares & Comments. It really helps.
Very interesting project! I’m expecting the next one
Thank you very much Frank.
Thank you!
For sure, you are very welcome Cristina
Thank you very much
For sure, you are very welcome
I´m new here and I loved this project...congratulations!!!
I have a doubt...When I tried to execute the file "Mini_CRM.xlsm" my Excel blocked Macros and about to see some videos I managed to run the file with the macros. My doubt is...how to save this file to open in any computer without to have the same problems?
Hi Ricardo, If you have tried to download this workbook using the links but had a problem please email Shane@ExcelForFreelancers.com . Please supply the email you used along with the workbook you are requesting. Thanks for your patience.
This is what i was looking for since long, I subscribed your channel, liked your video now tell me how this will help for small annual building maintainace contract company to keep track of below -:
1. CLIENT MASTER
2. BUSINESS SUMMARY (Sales, Purchase, expenses, Profit & Loss)
3. AUTOMATION OF INVOICE, NEXT SCHEDULE NOTICE PDF, TEXT MESSAGE, WHATSSAPP, EMAIL
Please share ready to use template if any as for small startup companies purchase CRM is not affordable. Thanks for your support.
Hi and thanks very much. I have a lot of that on my channel so please feel free to search. Please keep i mind that all of my templates require customizing and securing to be used in real-world situations. I hope this helps and thanks so much.
Hi Randy. This s great. Thanks.
Thank you very much.
Wow it's really good can you tell me please one thing about this workbook how we can put a bling message on reminder as a tune to reminde us
Hi and thanks so much. I am glad you like the training. I show you how to add reminders in this video: th-cam.com/video/KuKeoS0LWXc/w-d-xo.html
I hope this helps and thanks so much.
I have a question for you. When you hide and show different parts of the workbook, if your view ends up offset, is there a way to correct that?
Hi Mathieu, thanks for your comment. I think you mean different parts of the worksheet. The answer is Yes. You can force Excel to a specific column or row within VBA using ActiveWindow such as
ActiveWindow.ScrollRow = 1
or
ActiveWindow.ScrollColumn = 1
You can set it to any Row or Column. I hope this helps and thanks so much.
Thank you so much !!! You’re amazing
For sure, you are very welcome Jonathan. Thank you for your Likes, Shares & Comments. It really helps.
This is awesome! Can multiple people work in this file if its saved to a cloud?
Hi and thanks so much. You can share and sync this application with anyone in the world by following this training: th-cam.com/video/aKV5seZmiBs/w-d-xo.html
Hi Randy I couldn't understand how you did the formulated on the left side of the sheet highlighted in green.
HI and thanks. Can you please post a picture of that formula in our Excel For Freelancers group so either me or our members can explain it. bit.ly/groupexcel Thank you.
Do you have workbook suitable for Real Estate Agents? Is your workbook compatible with online iOS excel application?
HI Bobby, thanks so much. I have a Rental Manager application which may be helpful. All off my workbooks require the desktop version of Excel however can be integrated with a web-based solutions such as appsheet.
I hope this helps and thanks so much.
You are awesome
Thank you so very much, I really appreciate that.
Randy, please can you advise the best way to get a CRM and accessible for all employees?
Hi Mitchell, thanks for your comment. You can follow this training on how to share and sync your macro-enabled workbook which will make it accessible for all employees
th-cam.com/video/aKV5seZmiBs/w-d-xo.html
I hope this helps and thanks so much.
Very very long training but very curious and interesting,
Thank you so very much, I am so glad you enjoyed the training.
wow, really really good, but after the professional programming I gave up
Hi and thanks so much. I really do understand. You may want to consider enrolling in Daniel Strong’s Ultimate Excel VBA 30-hour course, in which I have secured a special discount for Excel For Freelancer Followers right here: bit.ly/VBACourse_Discount