software

Need help setting up customer info database using Excel and be able to
automate data info into various documents (i.e., proposals, letters,
statements, mailing labels, etc. Would be much easier not to have to type
everything each time. Thanks so much

Set up a database of customer info, something like Col A: Company; Col B:
Address1; Col C: Address2; Col D: City; Col E:County; Col F Zip Code; etc etc
etc
Sort this sheet alphabetically on col A.

For Labels, do a mail merge to Word
For addresses on forms etc, use a VLOOKUP formula, to extract ther data from
the database. Iow, if you enter the company name in say B5, then in B6,
enter a formula such as =VLOOKUP(B5,LISTING,2,FALSE) to get the first address
line. If you also use IF statements, you can get it pretty neat, and able to
cater for virtually any eventuality.

quot;Designer Ladyquot; wrote:

gt; Need help setting up customer info database using Excel and be able to
gt; automate data info into various documents (i.e., proposals, letters,
gt; statements, mailing labels, etc. Would be much easier not to have to type
gt; everything each time. Thanks so much

Thank you Kassie. I'll give it a try. It's been so long since I have used
Excel and any merging, etc. Thanks so much! ~Designer Lady

quot;Kassiequot; wrote:

gt; Set up a database of customer info, something like Col A: Company; Col B:
gt; Address1; Col C: Address2; Col D: City; Col E:County; Col F Zip Code; etc etc
gt; etc
gt; Sort this sheet alphabetically on col A.
gt;
gt; For Labels, do a mail merge to Word
gt; For addresses on forms etc, use a VLOOKUP formula, to extract ther data from
gt; the database. Iow, if you enter the company name in say B5, then in B6,
gt; enter a formula such as =VLOOKUP(B5,LISTING,2,FALSE) to get the first address
gt; line. If you also use IF statements, you can get it pretty neat, and able to
gt; cater for virtually any eventuality.
gt;
gt; quot;Designer Ladyquot; wrote:
gt;
gt; gt; Need help setting up customer info database using Excel and be able to
gt; gt; automate data info into various documents (i.e., proposals, letters,
gt; gt; statements, mailing labels, etc. Would be much easier not to have to type
gt; gt; everything each time. Thanks so much

I am stuck. I have created an Excel database of name, address, city, zip and
am stymied as to how I turn this into labels. Kassie mentioned about
VLOOKUP...please help me if you can. I have a QUE book about Excel but it
doesn't go there. Thanks. Pat

quot;Kassiequot; wrote:

gt; Set up a database of customer info, something like Col A: Company; Col B:
gt; Address1; Col C: Address2; Col D: City; Col E:County; Col F Zip Code; etc etc
gt; etc
gt; Sort this sheet alphabetically on col A.
gt;
gt; For Labels, do a mail merge to Word
gt; For addresses on forms etc, use a VLOOKUP formula, to extract ther data from
gt; the database. Iow, if you enter the company name in say B5, then in B6,
gt; enter a formula such as =VLOOKUP(B5,LISTING,2,FALSE) to get the first address
gt; line. If you also use IF statements, you can get it pretty neat, and able to
gt; cater for virtually any eventuality.
gt;
gt; quot;Designer Ladyquot; wrote:
gt;
gt; gt; Need help setting up customer info database using Excel and be able to
gt; gt; automate data info into various documents (i.e., proposals, letters,
gt; gt; statements, mailing labels, etc. Would be much easier not to have to type
gt; gt; everything each time. Thanks so much