I am trying to use a numbers spreadsheet for My quotations can I link my contacts so I can pull in a contact as you do in mail

Question

Can I drag a contact into numbers spreadsheet as I have made a spreadsheet into a Quotation and would like to fill the address in like you do in mail or many other apps I would appreciate any help on this subject.
Trevor

Answer 1

Hi Trevor,
it is possible to save your contacts to another spreadsheet using that sheet to input the information for the contact into a new spreadsheet within numbers.
Yes! But some terminology here will help others who read this thread.
In Numbers, a Document can hold one or more Tables on one or more Sheets (forget the term "Spreadsheet"; that is Excel-Speak).
Here is an example of a Numbers Document that has (on one Sheet) three Tables. Table at the top ("Enter") is where you input your client's name in Cell A2. If there is a correct match for that name in the second Table ("Database") then the "Quote" table will display the client's details. If no correct match, it will display "Not Found" in Cell A2 of the "Enter" Table. Note that the VLOOKUP function does not worry about upper and lower case letters. It considers "joe blow" to be an exact match for "Joe Blow".
The "Database" Table is what you create by dragging from your Contacts app (after you "Select All" in Contacts). Earlier versions of OSX may call this "Address Book" instead of "Contacts".
The "Quote" Table is my attempt to mimic what you have already designed for your Quotation.
The formula in Cell A3 of the "Enter" Table is:
=IFERROR(VLOOKUP(A2,Database :: A,1,FALSE),"Not Found")
The formula in Cell B2 of the "Quote" Table is:
=Enter :: A3
The formula in Cell B3 of the "Quote" Table is:
=VLOOKUP($B$2,Database :: A:D,2,)
Copy down in Column B, and then change the "2" to reflect the correct search (return) Column in the "Database" Table. That is, Phone is "3" and Email is "4"
Regards,
Ian.