How do I sort a spreadsheet & then exported that information to word to use
as a mail merge to send out a letter via faxmaker?

For example: I have a customer spreadsheet and on that spreadsheet I have
them entered into a column titled "expiration dates". I want to sort that
information so the next 2 weeks of expiration dates (i.e. until 9/9/08, if I
did it today) were sorted out & then exported to a word document (letter).
The letter would have the insurance agent's name & customer name dropped in
at the top. The letter would state that I need a new insurance certificate
sent to me by the expiration date (the expiration date dropped in from the
spreadsheet). I would like the insurance agent's fax number exported somehow
so I could send the word document to the appropriate agents from my desktop
using faxmaker, then I don't have to print out each word document & manually
fax.

any suggestions?

You don't want to export anything.

Open Word and go to ToolsMailMerge.

Use Excel as the source for the mailmerge.

See these sites for help.

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

http://www.mvps.org/word/FAQs/MailMe...AMailMerge.htm

http://www.mvps.org/word/FAQs/MailMe...DataSource.htm

Note.........if you give your table a defined name you don't have to have
the worksheet first in the workbook.


Gord Dibben MS Excel MVP

On Tue, 26 Aug 2008 12:30:10 -0700, quinn111
wrote:

How do I sort a spreadsheet & then exported that information to word to use
as a mail merge to send out a letter via faxmaker?

For example: I have a customer spreadsheet and on that spreadsheet I have
them entered into a column titled "expiration dates". I want to sort that
information so the next 2 weeks of expiration dates (i.e. until 9/9/08, if I
did it today) were sorted out & then exported to a word document (letter).
The letter would have the insurance agent's name & customer name dropped in
at the top. The letter would state that I need a new insurance certificate
sent to me by the expiration date (the expiration date dropped in from the
spreadsheet). I would like the insurance agent's fax number exported somehow
so I could send the word document to the appropriate agents from my desktop
using faxmaker, then I don't have to print out each word document & manually
fax.

any suggestions?