How do you do a mailing label "report"?

[Jim Brass]

Hi

I have a carpet cleaning business. I currently use Excel 97. I have set up
macros to pick out customers I serviced a year ago. Then I cut and paste
those names to Word and do a mail merge. My question is - how do you set
this up in Access?

Some qualifiers:

I want to be able to find only those names that were serviced a year ago
and NOT since. For example, in Sep 2004 I want be able to send out reminder
cards to those customers that I serviced in Sep 2003 and NOT since. I
obviously want NO duplicates( in case I serviced twice in one month).

Also how do I set up the tables to most easily avoid unnecessary duplication
of data? I am very new to Access but am very willing to learn. Thanks, Jim

 

[Mike Painter]

Hi

I have a carpet cleaning business. I currently use Excel 97. I have
set up macros to pick out customers I serviced a year ago. Then I cut
and paste those names to Word and do a mail merge. My question is -
how do you set this up in Access?

Some qualifiers:

I want to be able to find only those names that were serviced a
year ago and NOT since. For example, in Sep 2004 I want be able to
send out reminder cards to those customers that I serviced in Sep
2003 and NOT since. I obviously want NO duplicates( in case I
serviced twice in one month).

Also how do I set up the tables to most easily avoid unnecessary
duplication of data? I am very new to Access but am very willing to
learn. Thanks, Jim

Set up a customers table with name address etc and a key field
Set up a jobs table with Customer ID, date, what you did (a third table
would help here), etc. You may want a "ReminderSent" yes/no field here.
Relate the tables. The Northwind database and help have many examples..
Build a form subform to show customers and all the jobs for that customer.

You can import your excel files to get most of this information.

I'm drawing a blank on your query request but this will get you started.




You should compare costs for mailing these things to see if bulk mail will
save you money.