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
Triggers when you 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 MilestonesRequired
Try ItContactRequired
Lead source
Job category
Work type
Trade type
Notes
Priority
First street
Second street
City
State
Country
Zip code
Search term
NameRequired
Contact typeRequired
First nameRequired
Last nameRequired
Cross reference
Company name
Company job title
Note
Phone Number
Extension
Is this the primary phone number?
Can receive text messages?
Type of Phone Number
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 Extension 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
NameRequired
NameRequired
