How can changing one field changes the others related?

[cyberdude]

Hi,

I am using Word 2003. I have a customer list containing the
customers' names, titles and telephone numbers. I need to insert this
information into a Word document. I hope to make a drop-down list in
the document from which I can choose a customer's name and, after
that, the phone number and title of the selected customer in the Word
document can be updated automatically. Could someone help me with
that? Thank you.

Mike

 

[Jay Freedman]

Hi,

I am using Word 2003. I have a customer list containing the
customers' names, titles and telephone numbers. I need to insert this
information into a Word document. I hope to make a drop-down list in
the document from which I can choose a customer's name and, after
that, the phone number and title of the selected customer in the Word
document can be updated automatically. Could someone help me with
that? Thank you.

Mike

If you set up your customer list as a mail merge source document, you can easily
"merge" one selected customer's data at a time into a main document that has
merge fields. See http://sbarnhill.mvps.org/WordFAQs/ExpressMailMerges.htm,
http://www.word.mvps.org/FAQs/MailMerge/CreateADataSource.htm,
http://www.word.mvps.org/FAQs/MailMerge/CreateAMailMerge.htm, and
http://www.gmayor.com/mail_merge_labels_with_word_xp.htm.

If you'd rather stick with your original plan (which will be more work), see
http://gregmaxey.mvps.org/Linked_DropDown_Fields.htm for some techniques that
will help.

You'll need a macro similar to the one in the Linked_Dropdown article that runs
when the user leaves the dropdown. Instead of filling up another dropdown,
though, you want the macro to fill in either form fields or bookmarks with
related data. Look at the macro that follows the line "Note: If you simply want
to set the value of a single text field ..." which fills in one form field; the
same kind of code can fill in two (or more) fields.

The related data can be coded directly into the macro, as shown in the article,
or it could be stored in a separate document, text file, or database; each of
these choices would require slightly different code in the macro.