Lead & Prospect Manager: Review & Feature, Fix or Focus Request [Gold & Silver]
Hello Members,
The training we have for this week that I have shared with you was about the Lead & Prospect Manager. If you have not seen it yet, you can view it right here on YouTube.
Now that the training has been released, I am looking for your feedback to make this even better, just for you, our incredible Patreon Members.
So, what Feature can I add for you? Did you find an issue you want me to fix? Or is there a particular area you would like me to focus on?
Please comment your ideas and feedback to any of these below and I will do my best to not only create an updated workbook but release a private training video next Monday, right here on Patreon.
I am looking forward to hearing from you and thanks so much for your support.
Regards,
Randy
Comments (8)
Hi Randy. Need to not allow excel files to be loaded into the contact document area as you get a warning about auto saving not working. Also when you try and view that document you receive a 1004 error at line .OLEObjects.Add(FileName:=FilePath, Link:=False, DisplayAsIcon:=False).Name = "DocPrev" in macro Contact_DocPreview
Hi Glen, thanks for the update, Excel as objects may not work as well, so we can limit that based on file extension. Much appreciated for the feedback
Hi Randy. This is more a question than a request. What would be the best way to be able to remove all your test data and be able to startup the application with no data
Hi Glen, thanks for the comment. For the test data you can highlight the existing data within each database sheet and just delete it using the Delete key. I hope this helps and thanks so much.
Hi Randy. The client documents window to change document location gives error if the location is incorrent and try and change
Hi Glen, I tried this with an incorrect folder location and it still seemed to work by giving the user the opportunity to browse for the folder, if it is still incorrect the sub with exit. Can you explain in more detail how you arrived at this bug so I can make the correction. I always appreciate the feedback. Thanks again.
Hi Randy great project as always is it possible from the sheet contacts to keep the left content from scrolling because its hard when you scroll down to see anything
Hi and thanks so much Ian. You can try freezing columns or rows to keep the content from moving. I hope this helps and thanks so much.