ctackett6407
Board Regular
- Joined
- Mar 18, 2018
- Messages
- 66
- Office Version
- 365
- Platform
- Windows
Greetings Folks,
I'm probably not in the right area but I have an idea that will make my job and the job of my peers 100000x's easier.
I was considering sitting down and redoing all the letters we send customers using UserForms or using Excel, somehow and googling until I figured out how to link the excel to my companies database so we can just type in the users member number or account and it would auto fill the letter.
We currently take calls from customers and work on their accounts and then we have to open up word and fill out the customers information in these letters, print them, and mail them out.
I'm trying to come up with something where you type in the Account Number or Member Number and select the letter we want to use and it auto populate that letter with information pulled from the database the company uses and then we just print and it prints to our printer and tada! we are done!
No effort except we know the account number or member number.
Is this possible using excel to use UserForms to look like letters and do this?
Thanks for any replies
I'm probably not in the right area but I have an idea that will make my job and the job of my peers 100000x's easier.
I was considering sitting down and redoing all the letters we send customers using UserForms or using Excel, somehow and googling until I figured out how to link the excel to my companies database so we can just type in the users member number or account and it would auto fill the letter.
We currently take calls from customers and work on their accounts and then we have to open up word and fill out the customers information in these letters, print them, and mail them out.
I'm trying to come up with something where you type in the Account Number or Member Number and select the letter we want to use and it auto populate that letter with information pulled from the database the company uses and then we just print and it prints to our printer and tada! we are done!
No effort except we know the account number or member number.
Is this possible using excel to use UserForms to look like letters and do this?
Thanks for any replies