I have 2 fields: Customer, Customer Index.
Customer Index is a number field and needs to be auto-populated (without user manipulation of the field) based on a spreadsheet list of Customers vs. Customer index numbers. This categorizes customers into 1 to 5 based on their size (and this value changes every quarter.)
Is there a way to customize the Customer Index field so it'll be autopopulated based on a vlookup type function? Let me know if you need more details?
i.e.
Customers = A, B, C, D, E, F
Customer Index matched with Customers in Excel which is updated quarterly:
Customer = Customer Index
A = 5
B = 4
C = 2
D = 2
E = 2
F = 1