I have created a template for my client information. I would like to populate certian data to a summary file everytime I save a template. I would also like to have my business associates be able to create a file from the template and it to update into the client summary page as well. Basically everyone has the template for a new client on their desktop to start with. When anyone saves a new client excel file from the template, I would like it to populate to a shared excel file that has all updated client contact information. Any help would be greatly appreciated.
If it is easier to populate the information to another program like access, I am not opposed to that. Just want a file that everyone can see the most up-to-date client list without having to manually enter the data multiple times.
Thanks!
Andrew