P
Peppie
All,
I created a database that keeps data of my clients, such as
projects related to that Client, personnel related to that
Client etc.
I also create records for letters, proposals, reports and faxes
that are linked to a Client, a project and a related
contactperson.
Now I would like to run some queries where fields for each
specific document (proposal, fax, etc.) are selected and that
subsequently can be merged with a template file in MS Word.
Now, I can define the queries, but how can I merge the results
with MS Word templates of choice? It would be perfect when the
right template is selected based on the type of document that I
have selected in Access. And it would be absolutely perfect when
all these actions would run after clicking just one button in
Access.
Basically I'm trying to build my own CRM and document management
system.
Thanks for your help, Peppie
I created a database that keeps data of my clients, such as
projects related to that Client, personnel related to that
Client etc.
I also create records for letters, proposals, reports and faxes
that are linked to a Client, a project and a related
contactperson.
Now I would like to run some queries where fields for each
specific document (proposal, fax, etc.) are selected and that
subsequently can be merged with a template file in MS Word.
Now, I can define the queries, but how can I merge the results
with MS Word templates of choice? It would be perfect when the
right template is selected based on the type of document that I
have selected in Access. And it would be absolutely perfect when
all these actions would run after clicking just one button in
Access.
Basically I'm trying to build my own CRM and document management
system.
Thanks for your help, Peppie