I am so new to this so please be very simple with a solution!! I am using
Microsoft Office 2007. I finally entered all my customers in an Excel
spreadsheet. I think the file type is xlsx, whatever that is. Anyway, I was
wondering if I could somehow, magically, transfer some of that information to
another Excel spreadsheet, which is my Proposal form. When I do a proposal I
have to either type in the customer info or copy and paste it from one form
to the other. Is there a way to format the "Proposal" form to automatically
access the "Customer Address book" to fill in the appropriate blanks?? Hope
I'm explaining this correctly. Thanks in advance for any help you can give
me!!