Excel Notifications

[rot13]

I have a friend that is a car salesman, and he has a simple Excel file with information about all the cars he sold and people he sold them to... and he is suppose to check up with these people every 3 and 6 months, so he wants to know how to make a thing where every day when Excel starts, it checks through them, and shows a message saying something like "You sold 'this car' to 'this person' n months ago."

 

How would he go about doing that?

 

A little spoon feeding would be nice, because this is for him and I really don't wanna take a lot of time to figure it out... ;)

 

Thanks

[italkid]

I would just use conditional formatting in combination with a validated cell for it...

Scenario:

CF will highlight any dates older than 3 or 6 months (each a different colour), and the CF formula could check at the same time the value of a validate cell. The validated cell could hold a list like "Not yet contacted", "3th month contact done", "6th month contact done". Once "3th.." or "6th.." is selected in the list, the cell's CF could show a third colour, which will make even more clear the buyer is contacted. Additional he could filter on "Not yet", "3th.." etc. :)

[rot13]

I would just use conditional formatting in combination with a validated cell for it...

Scenario:

CF will highlight any dates older than 3 or 6 months (each a different colour), and the CF formula could check at the same time the value of a validate cell. The validated cell could hold a list like "Not yet contacted", "3th month contact done", "6th month contact done". Once "3th.." or "6th.." is selected in the list, the cell's CF could show a third colour, which will make even more clear the buyer is contacted. Additional he could filter on "Not yet", "3th.." etc. :)

 

Ok, how exactly do I do that? Sorry to sound dumb... and you probably don't like that I'm not searching very much.. but I have never used vba or anything, and i hardly ever use excel or anything except outlook...

 

thanks

[italkid]

The suggested solution does not require any coding...check out the Excel help files for "validation" and "conditional formatting" to get started ;)

[rot13]

thanks, i'll check it out