BrightManager + Microsoft Excel
Create rows in Microsoft Excel for new clients in BrightManager
Keep your Microsoft Excel records up to date with this workflow. Whenever a new client is added in BrightManager, a new row will be created in your specified Excel sheet. This way, you can ensure your spreadsheets reflect your current client list, saving time on manual data entry. It's an efficient solution for ensuring consistent record-keeping across platforms.
Keep your Microsoft Excel records up to date with this workflow. Whenever a new client is added in BrightManager, a new row will be created in your specified Excel sheet. This way, you can ensure your spreadsheets reflect your current client list, saving time on manual data entry. It's an efficient solution for ensuring consistent record-keeping across platforms.
- When this happens...Client Created
Triggers when a Client is created within BrightManager.
- automatically do this!Add Row
Adds a new row to the end of a worksheet.
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Client Created
Triggers when a Client is created within BrightManager.
Try ItClient Marked as NLAC
Triggers when a Client is marked as "No Longer a Client" within BrightManager.
Try ItClient NameRequired
Legal FormRequired
Client StatusRequired
Company Number
Registered Address Line 1
Registered Address Line 2
Registered Address Line 3
Registered Address Line 4
Registered Address City
Registered Address Region
Registered Address Postcode
Registered Address Country
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First NameRequired
Middle Name
Last NameRequired
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Title
First Name
Middle Name
Last Name
Email Address
Telephone Number
Mobile Number
Postal Address Line 1
Postal Address Line 2
Registered Address Line 3
Postal Address Line 4
Postal Address City
Registered Address Region
Postal Address Postcode
Postal Address Country
Client Manager
Client Partner
Client IDRequired
Service NameRequired
