Partner database management

[Bernadett]

Hello everyone,

I am seeking advice on how I could improve the way we manage our partner list.

I work in pr and what I refer to as a partner list is a list of stakeholders (i.e. decision makers at business partners, government officials, etc.) We store the contact information in Excel and use it to send targeted communications to a select group of people on the list, depending on the subject of communications.

Although information is stored centrally on a server at group headquarters, the Excel file is sent on a regular basis to affiliated companies to update their respective worksheet.

Fields in the Excel sheet include the ususal contact details plus the details of the liason at our company.

Whenever a letter is sent to partners, a secretary types every single name and address into a form letter. I know that Word can use an Excel worksheet as a source database but I am not sure if it is possible to use only a selection of the data stored in Excel.

I would appreciate any ideas you would care to share with me.

[MAK]

You need a contact management software like Maximizer (cheaper) or ONYX (expensive) or some readymade code available on forum websites.

[skhanal]

It should be possible to do this, see help for Merge feature in word.

When you Click on Merge there is a button for query option where you can define a filter.