BrightManager + Microsoft Excel
Update rows in Microsoft Excel seamlessly when clients are updated in BrightManager
Update your Excel spreadsheets without the manual work. With this workflow, whenever a client's details are updated in BrightManager, a new row reflecting these changes is instantly added to your designated Microsoft Excel spreadsheet. This combination ensures your records stay current and accurate within the Excel environment you're already comfortable with, saving you time and eliminating potential errors associated with manual data entry.
Update your Excel spreadsheets without the manual work. With this workflow, whenever a client's details are updated in BrightManager, a new row reflecting these changes is instantly added to your designated Microsoft Excel spreadsheet. This combination ensures your records stay current and accurate within the Excel environment you're already comfortable with, saving you time and eliminating potential errors associated with manual data entry.
- When this happens...Client Updated
Triggers when a Client/Prospect is updated 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
