Question about Microsoft Word/Access/Excel

[Onslaught34]

I was wondering if there is a way to simplify my tasks.

What I do is send a letter out to customers, the only thing that changes is the date, their name, and address. The rest of the information contained in the letter is exactly the same for each customer, with one exception. Some customers have appointments which I list at the end of the letter.

What would be best way to contain the data without saving 2,000 + word documents that contain all the same information with the exception of what I listed?

I was thinking perhaps an access database that could have all the customers information and if it?s possible a Word template that inserts this data.

I am very new to Word/Excel/Access, so if you could provide any help it would be much appreciated.

Thanks,


Ian

 

[Transition]

Compile all of your customer information into an Excel file and use the Tools > Mail Merge function.

 

[Onslaught34]

Thanks for your response.

What I was looking for was something a bit simpler.
Here is what I'm looking to do.

Word doc - Letter to customers File:customers.doc
Database - Contains all customer info but only inserts customers Name and Address into the customers.doc.

In the customers.doc I would like if it could insert the information into the top of the letter, like in a field.
ex) Name
Add1
Add2

Then at the end of the letter, if applicable, have a field where I can insert in the letter an appointment date.

Ex)

<You have an appointment for (enter date)> Thanks for your business.

Have everything in the <> selectable as some of the letters wont have appointments.

Thanks,


Onslaught

 

[EagleKeeper]

MailMerge can work using Access/Word the same way you do with Excel.

Setup the template in a Word doc and then setup to the proper table/query for the merge.