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#1
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I have a customer that wants compile his own mailing list. Since he has
excel and my mailing software imports excel files, it seems like I should have him put his list together in excel. Is the best way to to this to designate column A as say business name, column B as first name, column C as last name, column D as address and so on and so forth. All columns would be kept consistant with their designations and each number line would be a seperate address. Would this be the proper way to have him set up his mailing list???? Please help! Thanks, Todd |
#2
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Hi Todd,
Why are you asking us if it is your program he is going to feed. Otherwise, hopefully there is flexibility in your program. As far as a visual presentation goes I would put whatever is sorted in column B, and the phone number contact in column A as it is the phone number you would want quickest access to if looking at a list. If there are separate addresses, I would include all information and not leave out company name etc when you have multiple addresses for the same company -- makes working with Excel and sorting a lot easier, as well as printing address labels with mail merge. If you have multiple addresses or contacts you might use a column to indicate primary as 1 so that you can filter on the list as to who gets a mailing. They can prepare their list in any order that is easy to prepare initially and then move columns around for future use as name and address list. http://www.mvps.org/dmcritchie/excel/fillhand.htm#mouse see " Move a Column(s) and insert between columns without losing data" below that topic. --- HTH, David McRitchie, Microsoft MVP - Excel [site changed Nov. 2001] My Excel Pages: http://www.mvps.org/dmcritchie/excel/excel.htm Search Page: http://www.mvps.org/dmcritchie/excel/search.htm wrote in message oups.com... I have a customer that wants compile his own mailing list. Since he has excel and my mailing software imports excel files, it seems like I should have him put his list together in excel. Is the best way to to this to designate column A as say business name, column B as first name, column C as last name, column D as address and so on and so forth. All columns would be kept consistant with their designations and each number line would be a seperate address. Would this be the proper way to have him set up his mailing list???? Please help! Thanks, Todd |
#3
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I will give what you say a shot. I was having some trouble getting the
fields to imort correctly into my Mailers +4 software and thought it may be the way I had my fields setup.. I would love to hear how other people have setup mailing lists in Excel or maybe someone know of a good template. Thanks again, Todd |
#4
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Hi Todd,
Misunderstood, thought you had written the email package, but I see that "mailers +4" is commercial software that you use. For myself I simply use Mail Merge and zip codes are text. http://www.mvps.org/dmcritchie/excel/mailmerg.htm I'm guessing that you have a problem with zip codes and phone numbers both of which I would have as text, but the software you use might see that differently, and you do not indicate what fields you have a problem with. Mailing software might also separate out the house number from the street, which you can easily separate in Excel. --- HTH, David McRitchie, Microsoft MVP - Excel [site changed Nov. 2001] My Excel Pages: http://www.mvps.org/dmcritchie/excel/excel.htm Search Page: http://www.mvps.org/dmcritchie/excel/search.htm wrote in message oups.com... I will give what you say a shot. I was having some trouble getting the fields to imort correctly into my Mailers +4 software and thought it may be the way I had my fields setup.. I would love to hear how other people have setup mailing lists in Excel or maybe someone know of a good template. Thanks again, Todd |
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