Comparing Several Smart Sheets
I am trying to create a smart sheet for customer collections and compare it to previous weeks of data.
So ideally I can export the data which has customer name, different aging columns like 1-30 past due all the way up to 90 days past due and then right after that would be a notes column to put notes about the interaction with customer.
The problem is week over week it changes, but also some people can stay on the sheet for awhile but you cant keep checking each sheet for the notes on that customer.
How do I get it to pull the data if it finds the same customer marker update the dating columns with financial info and notes?
I would love to build the sheet where I just add that weeks new upload and it keeps it up to date
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