Sep 24 2019 10:06 AM
hello every one , how could i make a link between data in excel to word draft to make Customer Matches
Sep 24 2019 02:12 PM
Hello @Mohamed_Ismail , it's not clear what you want to achieve. What are Customer Matches?
Please explain in context with some data and maybe a screenshot, so we can see what you want to do.
Sep 25 2019 09:05 AM
When a customer has an account balance we must match our balance with the customer balance
I want to transfer customer data such as account number, customer name and balance to a matching form in Word and do so in case of a large number of customers@Ingeborg Hawighorst
Sep 25 2019 04:24 PM
@Mohamed_Ismail I can't help you with such a broad question. What matching form? What data goes where? If you want a specific answer, you need to ask a much more specific question.
Again, post a data sample, a screenshot, something that shows the details.
Until you do that, all I can advise is to copy and paste the data from Excel to Word, or maybe use Mail Merge in Word with Excel as the data source.