THE OLD WAY : Customer calls in , I type their info every time they call.
THE WAY I NEED : Customer calls in ,search their info and automatically populate the form. If is a NEW customer automatically add customer info to database.
Since I am an idiot, I prefer to do this in Excel only. But if is not possible, I guess I have to do it other way. BUT I have to be in Excel.
The sheet with the name and address I use to populate an INVOICE on another sheet..I took it out since I know how to do that.