Printing letters to clients

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tom - 12 Feb 2004 19:00 GMT

I have a large excel file that has two main portions. One
is simply a database of clients with the column headers
name, address, etc, etc. The other portion analyses the
client's current situation with our service. Right now I
have to manually select the client number and the
analysis section updates with that client's information.
I would like to send a pre-written letter to each client
that includes some information from the database section,
name, address, etc, and some of the results from the
analysis section. I am comfortable printing labels
through Word with the mail merge feature, but don't know
how to have the analysis section update for each client
and grab the appropriate result to be included in the
mail merge. The database is large - several hundred - so
I want to avoid having to manually do something for each
letter. Any ideas are appreciated.

tom

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Gord Dibben - 12 Feb 2004 22:09 GMT

tom

This can all be done through Word.

Set up a form letter in Word with fields for data input and use Excel as the
source.

It is involved and takes some work to set up, but once done..easily
replicated.

Some helper sites......

http://www.mvps.org/word/FAQs/MailMerge/CreateAMailMerge.htm

http://www.mvps.org/word/FAQs/MailMerge/CreateADataSource.htm

http://www.mvps.org/dmcritchie/excel/mailmerg.htm

Gord Dibben Excel MVP

>I have a large excel file that has two main portions. One
>is simply a database of clients with the column headers
[quoted text clipped - 14 lines]
>
>tom

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tom - 12 Feb 2004 23:43 GMT

I've got the form letter ready to go, and I can import
everything correctly. What I'm having trouble with is
each of the client information entries has specific
information that is run through the rest of the program
and produces results individual to that client. This also
works fine. The form letter needs to incorporate some of
these results for each client. Right now, I can do it,
but can only go one client at a time and have to manually
change the cell in which I tell excel which client's data
to analyse. I'm looking for a way where I initiate one or
two things, like telling it to do the mail merge, and out
come 200 letters, one for each client with their name,
address etc (easy to do) and some of the results of the
program individual to that client (can only if one at a
time right now, re-mail merge each time making the
process take a long time for 200 entries)

tom

>-----Original Message-----
>tom
[quoted text clipped - 37 lines]
>
>.

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tom - 13 Feb 2004 01:07 GMT

>>my post was there and then it wasn't. that's strange.

here it is again.

I've got the form letter ready to go, and I can import
everything correctly. What I'm having trouble with is
each of the client information entries has specific
information that is run through the rest of the program
and produces results individual to that client. This also
works fine. The form letter needs to incorporate some of
these results for each client. Right now, I can do it,
but can only go one client at a time and have to manually
change the cell in which I tell excel which client's data
to analyse. I'm looking for a way where I initiate one or
two things, like telling it to do the mail merge, and out
come 200 letters, one for each client with their name,
address etc (easy to do) and some of the results of the
program individual to that client (can only if one at a
time right now, re-mail merge each time making the
process take a long time for 200 entries)

tom

>-----Original Message-----
>tom
[quoted text clipped - 12 lines]
>
>http://www.mvps.org/word/FAQs/MailMerge/CreateADataSource

..htm

>http://www.mvps.org/dmcritchie/excel/mailmerg.htm
>
[quoted text clipped - 20 lines]
>
>.

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