Excel and Word interaction

[Peter]

Since everyone seems to be in a good mood today I'll risk an OT-ish
question:

Our company uses ACT! contact management software. ACT! interfaces with Word
to produce automatically-populated template documents (like mail merge).
Unfortunately this only works with Word, not Excel. Is it possible to
somehow link or refer to an Excel template from within a Word document (or
template)?

What I'm aiming for is a cover letter in Word, with the customer's
information populating the various fields, connected in some way to an Excel
spreadsheet containing a purchase order or invoice, etc., which ideally
would contain links or references to various fields within the Word doc.
Hopefully this question parses

Any clues here?

Thanks,

Peter

 

[PaulyT]

Hi Peter,

I am an avid Act user, Excel developer and Word wannabe.
You should check out one of the ACT! add-ons available fro
www.northwoods.com. These include ACT2Excel a pretty good solution fo
getting data out of ACT to Excel and back again.

Also see OAK! via http://www.actaddons.com/products/oakcheck.asp the
have invoice and excel add in solutions.

Good luc