How do you create a contact list based on 2 seperate sheets using a Vlookup.

Garrett Ricker · 05/12/20

Hello,

Looking for some assistance with an issue we are having populating contact lists based on 2 separate sheets using a vlookup. To summarize the attachment, we have a sheet with a list of account owners and their email addresses (Client Services Listing) that is feeding into another sheet (CSLS Teams by Account) which lists

all of our current accounts essentially creating a contact list by account. We want to use the CSLS Teams by Account sheet to feed another sheet that is using automation to send emails based on a contact list field (3 contact emails) being generated using a vlookup function. We have found that we can only use a vlookup if we are directly referencing a sheet where the contacts have been selected manually (Example: Warehouse Contact Lookup).

The contacts for accounts change frequently so we are trying to avoid having to update the sheet manually. Any help here is greatly appreciated

Building Contact Lists w. Multiple Sheets.pdf

Andrée Starå · 05/13/20

Hi Garrett,

Unfortunately, it's not possible at the moment to create multiple contacts with formulas, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå · 05/13/20