Hi all,
My question is: Is there a way/function to build a Mail-Merge type of Excel Sheet (template) that will automatically input criteria from another Excel workbook/sheet?
What I have is a form that I update 3 or 4 fields each month for about 50 customers. The form stays the same each month, only the 3 or 4 fields will change, i.e. Customer Name, Customer Number, Sales Rep Name etc...
and each month I run a report of the Customers that this form is sent to.
Before anyone says it, I don't want to recreate this form into Word, because it has formulas in it to populate other fields based on this dataset input.
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