ctackett6407
Board Regular
- Joined
- Mar 18, 2018
- Messages
- 66
- Office Version
- 365
- Platform
- Windows
Greetings,
It's been a few months and I'm still piecing together my dashboard. I'm getting closer!
This might sound extremely basic but I cannot find examples online, or that I can identify as what I'm looking for, that does the following.
I run a report for members that contains all kinds of data. I then sort down the data and target specific members and do a mail merger and send them letters.
I'm breaking it down even more an creating tabs for the 100 to 150 members I print and mail and my goal is to be able to run the report at a later date and compare it to the list I printed and mailed to see which ones have returned and been processed.
See I have a field that is Y , N , or Blank... and right now if it's N or Blank.. I send them letters.. and in the system if we receive them back then we make them Y in our system.
I'm trying to figure out how to compare the two sets of data and automatically put Y in "Received" field when they are compared.
It's been a few months and I'm still piecing together my dashboard. I'm getting closer!
This might sound extremely basic but I cannot find examples online, or that I can identify as what I'm looking for, that does the following.
I run a report for members that contains all kinds of data. I then sort down the data and target specific members and do a mail merger and send them letters.
I'm breaking it down even more an creating tabs for the 100 to 150 members I print and mail and my goal is to be able to run the report at a later date and compare it to the list I printed and mailed to see which ones have returned and been processed.
See I have a field that is Y , N , or Blank... and right now if it's N or Blank.. I send them letters.. and in the system if we receive them back then we make them Y in our system.
I'm trying to figure out how to compare the two sets of data and automatically put Y in "Received" field when they are compared.
