Best way to approach data entry to document

A

aneasiertomorrow

Hi all

Using Office 2003 and looking for input from people with more experience
than me. I'm more of a pretty powerpoint kind of a gal then a programmer.

Here is the project: Build excel 'database' with client details - some to be
entered by admin person, some to be entered at a later date by a 2nd person
performing a checklist while interviewing client (probably using a tablet
type set up). Client gets a word document 'report' on their way out of the
building.

So, do you think it would be better to use UserForms in excel for entering
the data and building a mail merge to produce 'report' or should I use a Word
form to enter data -> xml -> excel, then mail merge 'report'? Access isn't an
option btw. I have no/little experience with UserForms or xml but am a quick
learner - I just don't want to go running full pelt in the wrong direction if
I can help it ;-)

Lucy
--
MOS Master Instructor
www.aneasiertomorrow.com.au

If this post answered your question please let us know as others may be
interested too
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top