Pull from another worksheet IF criteria is met
I think I need an IF formula, but what I'm trying to do isn't working so far - so I reach out to the community!
I want to pull information from sheet A (client name, phone number, e-mails, what they purchased, etc) which is the master list of all the clients and what they purchase, to sheet B (to schedule work, this is a template), if on sheet A they are marked as a current client for the current fiscal year (two separate fields).
Is this possible? Thanks