VLOOKUP or INDEX(COLLECT?
This seems simple reaching Excedrin point.
We have a sheet, "Client Project", that we use as a template for each client. When a new client comes on board, I use "Save as New" into their Workspace. A few quick changes and it's ready for form entries to begin flowing. However, I am trying to figure out how to automate those few things to reduce oversight or human error.
Disclaimer: The images shown are a representative of our real sheets.
I have a sheet called "Client List" that our CEO populates via a form that captures all pertinent data, this holds the data I would like to populate to the Client Project sheet with.
See the images below as reference.
I am attempting to get Client Project, Client1 and CID1 to grab data from Client List, Clients and Identifier respectively. I only need the first cell of Client Project to populate. Even if I have to manually enter the client name into Client Project, Client1 cell, if that could then trigger CID to populate from the corresponding value from Client List.
Thanks for any help.