AccuLynx + Microsoft Excel
Add new rows in Microsoft Excel for updated job lists by milestone in AccuLynx
Stay on top of your project milestones with this efficient workflow. When a list of jobs by milestone is updated in AccuLynx, it will then promptly add a row of information in your Microsoft Excel spreadsheet. This seamless connection eliminates manual data entry, ensuring that project status and information are always up-to-date in your Excel records. You'll gain time to focus more on your tasks at hand and less on tracking project details.
Stay on top of your project milestones with this efficient workflow. When a list of jobs by milestone is updated in AccuLynx, it will then promptly add a row of information in your Microsoft Excel spreadsheet. This seamless connection eliminates manual data entry, ensuring that project status and information are always up-to-date in your Excel records. You'll gain time to focus more on your tasks at hand and less on tracking project details.
- When this happens...List of Jobs by Milestone
Get a list of current jobs by Milestone.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Standard Milestones
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Try ItStorage Source
Folder
SpreadsheetRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
First nameRequired
Last name
Company name
Phone Number 1
Phone Extension 1
Phone Type 1
Phone Number 2
Phone Extension 2
Phone Type 2
Phone Number 3
Phone Extention 3
Phone Type 3
Email Address
Cross Reference
Job Category
Work Type
Street
Street 2
City
State
Zip Code
Country
Priority
Notes
Sales Person
Initial Appointment
Trade Types
Storage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItStorage Source
FolderRequired
SpreadsheetRequired
WorksheetRequired
TableRequired
