Excel/check box fields
I work with a CRM called Capsule. I also use Mailchimp for mail shots. When I add a new prospective customer to Capsule I assign one or more market sectors using a tag. Eg if the prospect sells plastic trim into the Automotive industry I will probably assign it two sectors: "Sector:Automotive" and "Sector:Materials". I then upload the entry from Capsule into Mailchimp (the two programmes are compatible) and these tags will map into the various sector groups in Mailchimp. The point is that when I send mailshots I can target particular sectors.
The problem is that often I bulk upload entries into Capsule. If for example I have just been to a trade show, I will have 100 business cards which I will enter into an excel template (that has around a dozen columns like name, email address, location, sector etc) , save it as a csv file and then import into Capsule.
Until now I thought I only needed to assign one sector per prospect so there was no problem: i.e if I had entered just "Sector:Automotive" in the "Sector" column, then that would map fine into Capsule when doing the upload. But now as I said we want to be able assign two or more sectors to a prospect.. The question is how can we make the excel template so that the "Sector" column allows you to choose two or more sectors.
According to Capsule support, if you put in two or more sectors into a cell in the csv file, it will recognise them as separate tags if separated by commas, so in theory we could just write in the excel, for example: "Sector:Automotive, Sector:Materials" but this would be a nightname to fill in as there are at least a dozen sectors. What I think I need is some sort of checkbox list that includes all the available sectors, but I cant really understand Excel's help page about making checkbox lists or even if it is the right solution for me.
Is this clear, and can you help?!
If you're looking for a way to select 1-12 various items and apply them to an entire range of cells, that would be simple to enter in the first cell, then copy to the others.
If you're looking for a dynamic way to apply 1-12 various items randomly to cells individually, each one different, that's a non-trivial idea, and would most likely require custom VBA or form creation. That's a bit more than Q&A like we get here.
If you're looking for more intricate custom programming work, we should discuss that directly. You can contact me through my site and the link below, you can send me your current template to preview as well.
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