K
KurtMD
I need some help with an advanced question concerning a project I'm working
on for a client.
I have created an Excel 'Source File' (or Master List) using their client
list. The first row column identifiers are First Name, Last Name, Title,
Company Name, Street Address, City, State and Zip. I've then created 8
'Sub-lists' (each to be used for different purposes) by pasting links from
different rows in the 'Source File' so all that ever needs to be edited is
the 'Source File' to keep ALL 'Sub-lists' current. Some of the names and
addresses are listed in multiple 'Sub-lists' but, no 1 'Sub-list' contains
all the names from the 'Source File'. This is all working perfectly fine.
The problem I'm having is when I use MS Word to create mailing labels using
these Excel 'Sub-lists' as the merge file, there is no data and the process
is halted. I understand these Excel 'Sub-lists' do not contain HARD or REAL
data but rather links to data from the 'Source File'. So, I'm stumped! Is
there any way I can possibly make this work short of doing all this via a
full fledged Data Base app?
I do know that Office XP allows for discriminately choosing individual rows
within a 'Source File' (Master List) to create a custom merge file but, this
will become quite tedious since my client has 8 'Sub lists' being managed by
this 'Source File'. BTW, I'm creating these files using Office XP but, my
client is using Office 2K. However, I have just received permission to
spend the money to upgrade them to a newer version if necessary to make this
all work the way I am attempting.
Any help in overcoming this dilemma will be graciously accepted and truly
appreciated!!
Kurt
on for a client.
I have created an Excel 'Source File' (or Master List) using their client
list. The first row column identifiers are First Name, Last Name, Title,
Company Name, Street Address, City, State and Zip. I've then created 8
'Sub-lists' (each to be used for different purposes) by pasting links from
different rows in the 'Source File' so all that ever needs to be edited is
the 'Source File' to keep ALL 'Sub-lists' current. Some of the names and
addresses are listed in multiple 'Sub-lists' but, no 1 'Sub-list' contains
all the names from the 'Source File'. This is all working perfectly fine.
The problem I'm having is when I use MS Word to create mailing labels using
these Excel 'Sub-lists' as the merge file, there is no data and the process
is halted. I understand these Excel 'Sub-lists' do not contain HARD or REAL
data but rather links to data from the 'Source File'. So, I'm stumped! Is
there any way I can possibly make this work short of doing all this via a
full fledged Data Base app?
I do know that Office XP allows for discriminately choosing individual rows
within a 'Source File' (Master List) to create a custom merge file but, this
will become quite tedious since my client has 8 'Sub lists' being managed by
this 'Source File'. BTW, I'm creating these files using Office XP but, my
client is using Office 2K. However, I have just received permission to
spend the money to upgrade them to a newer version if necessary to make this
all work the way I am attempting.
Any help in overcoming this dilemma will be graciously accepted and truly
appreciated!!
Kurt