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08.12.2015

The following sign-up templates are for personal, organizational, or company use, but may not be placed on the internet, resold, etc. You can use this generic form for collecting names, addresses, phone numbers, and email addresses - for whatever occasion. Use this volunteer sign up form to collect contact information from people interested in helping. Sign In Sheets - These templates are similar to sign up forms, so you may want them out, also. The following sign-in sheet templates are for personal, private, organizational, or company use, but may not be placed on the internet, resold, etc.
This meeting sign in template lets you collect the name, organization, title, phone #, and email address of the people attending your meeting, seminar, workshop, etc. Designed for a doctor's office, this patient sign-in sheet has columns for Appointment Time and Arrival Time.
This is a generic sign-in form for collecting the names, addresses, phone #'s, and email addresses of the attendees.
This page explains how to create a Customer Drop-Down List in a spreadsheet and use Lookup formulas to automatically display customer information in other cells based on the value you have selected from the drop-down list. If you are looking for a template to help you store and organize your general contact information, try our contact list template. This template is mainly for intermediate spreadsheet users who are looking for a way to easily add customer lookup functionality to their spreadsheet(s). The Customers worksheet within this template is intended for use with other templates, such as invoices or work orders.


There are three named ranges defined in this spreadsheet that help make it easy to create drop-down boxes and lookup functions.
CustomerList - This named range includes the entire customer list table (the header as well). CustomerName - This is a dynamic named range that is meant for use as the Source for a drop-down selection box. Tip: You can press F3 in Excel to view and select a named range in your workbook while entering a formula. IMPORTANT: When using a customer list in an invoice spreadsheet, it would not be wise to send the actual spreadsheet to the customer (because it contains your list of customers). Open both the customer list template AND the invoice or work order template that you are wanting to copy to.
After you have the worksheet copied into your spreadsheet, you can set up a drop-down box and lookup functions.
After you have selected a value from the customer list cell, you want other cells to display the related customer information. Our Spreadsheet Tips Workbook explains in detail how to create various types of lookup formulas, so if you want to use another method, such as INDEX-MATCH, you can learn how by downloading the tips workbook.
The problem with the above formula is that if the value in the table is blank, the formula will display a zero. Service Invoice with Customer List - This invoice template was one of the first templates we created that included a built-in customer list with drop-down selection and lookup functions.
Invoice Tracker - This Customer List template is exactly what was used to create the invoice tracking template.


Invoice Assistant - Our popular invoice manager spreadsheet uses these same techniques to automate the task of creating new invoices. This might help you avoid having too many chips, not enough main dishes, or too much dessert (can you have too much dessert?). You'll probably want to customize it a bit, but starting with the template should save you quite a bit of time. Want a simple solution for recording attendance at meetings, classes, workshops, or seminars? We hope that you enjoy our many free educational materials for kindergarten through high school. Instead of doing it all from scratch, you can download the Customer List template below which has a customer table and dynamic named ranges already defined to make the creation of the drop-down list and lookup formulas easier. This customer list worksheet is designed specifically for creating drop-down lists and lookups, not for general contact management. Instead, you would want to just print the invoice or create a PDF of the invoice worksheet.
We will use the VLOOKUP method because the Customer Name is the first column in the Customers worksheet.




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