YOU WANT TO ADD A NEW PERSON? PLEASE, CHECK FIRST IF THEY ARE IN THE MASTER LIST!
(so you don't create duplicates)
How to add a contact (for everyone)
Check MASTER tab to see if contact already exists
In the MASTER tab add all the fields for the contact
To the right, type "X" at the location of the person as well as the groups where the person belongs to
That person will appear automatically in all the groups selected!
Don't modify any contact list, it is not needed!
How to print an attendance list for a meeting / contact list (for everyone)
Go to the tab of your contact list
|File > Print|
Select fit to width, in headers and footers select Date and Sheet name.
Be careful to print only the pages with contacts (there could be empty pages!)
Ready to print and go to your meeting!
Once you get back from the meeting, please update the master contact list with new contacts, deleting people left or editing mistaken information.
How to create a list (for IMOs or anyone who needs it)
Create a tab with the name of the list/group. Color it in red. Example: "New Group"
From the MASTER tab, look at the fields that you want to display in the contact list.
Create a new column at the end of the list of columns. In this case "New Group"
In the cell A1 of the new created tab, type the following query
=query (MASTER!2:944,"select A,B,C,D,E,F,G,H where R is not null order by C,B,A",1)
The first list of letters (SELECT) is the fields that you want to display from the master list.
The second condition (WHERE R IS NOT NULL) is the letter where you have created the new column in the master list.
The third set of letters (ORDER BY) is the order that you want your new list to be sorted by, in this case Cluster, Agency and Name.
|So the generic would be:|
=query (MASTER!2:944,"select [COLUMNS THAT APPEAR IN THE NEW CONTACT LIST] where [COLUMN OF THE NEW LIST IN THE MASTER TAB] order by [COLUMNS TO ORDER BY]",1)
Delete all the columns to the right of the last column with headers -- to facilitate the printing process
Change the tab color to red and Protect ths tab (right click > Protect > This sheet > Show a warning)
|Your list is ready to go !|
How to remove a list (difficulty: medium / IMO suggested)
Remove the tab with the list
Take a look and write down all the lists that are to the right of the one you are going to delete
In the master list, remove the column of the list
In the list you wrote down, add the letter of the column where they appear now.
For all the lists that you wrote down, those lists changed their column letter.
In all the tabs of those lists, you have to change the letter that appears in "WHERE R IN NOT NULL" to the previous letter (the one you wrote down).
How to add a new field to the master list (only do this if you know what you are doing / IMO suggested)
If you add a new field/column to the master list, all the queries of all the lists have to be modified.
All the columns to the right will be shifted one column, so in all the queries of all the lists all the letter that were to the right of the new one should be updated with the new letter
If the table Master table is not visible or missing names