Home |
Search |
Today's Posts |
#1
![]()
Posted to microsoft.public.excel.newusers
|
|||
|
|||
![]()
My sailing club is in difficulty with people who pay late fees, I am a novice
with excel and want to automate sending out letters to remind people to pay. Is there a way to do this or an add in someone has developed that can be adjusted to suit our spreadsheet. Piete |
#2
![]()
Posted to microsoft.public.excel.newusers
|
|||
|
|||
![]()
Piete --
I don't know how you're setting up your data, but this activity can work well in Word. If you set up your Excel worksheet so that each column has a piece of information: Name, Street address, city, state, zip, amount due, then you can go into Word, do the MailMerge activity, and direct it to look for data from this Excel workbook. It'll find the info, pick up the column labels, and you can create a letter template. If you plan on using the Excel workbook to keep track of the accounting functions, (checks, billings, late fees, etc.) then it's still doable but you'll have to put a lot more time into getting it set up to a single worksheet from which you can pull info. HTH "Piete" wrote: My sailing club is in difficulty with people who pay late fees, I am a novice with excel and want to automate sending out letters to remind people to pay. Is there a way to do this or an add in someone has developed that can be adjusted to suit our spreadsheet. Piete |
#3
![]()
Posted to microsoft.public.excel.newusers
|
|||
|
|||
![]()
Thanks, but as I said in the original text I'm looking for something someone
may have already developed or progressed to the stage where I can use it as an add in, I'm not a programmer or professional accounts manager. The learning curve will be a long one, so I don't want to have to re-invent the wheel. Piete "pdberger" wrote: Piete -- I don't know how you're setting up your data, but this activity can work well in Word. If you set up your Excel worksheet so that each column has a piece of information: Name, Street address, city, state, zip, amount due, then you can go into Word, do the MailMerge activity, and direct it to look for data from this Excel workbook. It'll find the info, pick up the column labels, and you can create a letter template. If you plan on using the Excel workbook to keep track of the accounting functions, (checks, billings, late fees, etc.) then it's still doable but you'll have to put a lot more time into getting it set up to a single worksheet from which you can pull info. HTH "Piete" wrote: My sailing club is in difficulty with people who pay late fees, I am a novice with excel and want to automate sending out letters to remind people to pay. Is there a way to do this or an add in someone has developed that can be adjusted to suit our spreadsheet. Piete |
Reply |
Thread Tools | Search this Thread |
Display Modes | |
|
|
![]() |
||||
Thread | Forum | |||
spinner format control has no control tab | Excel Worksheet Functions | |||
How to insert date using a pop up calendar control in a cell i | Excel Discussion (Misc queries) | |||
Create a tabular control | Excel Discussion (Misc queries) | |||
Tab to an ActiveX control? | Excel Discussion (Misc queries) | |||
Copying list-box control | Excel Discussion (Misc queries) |