Using Outlook contact information in Excel 2002

  • Thread starter Thread starter ramona
  • Start date Start date
R

ramona

Our office uses Excel 2002 to prepare invoices. We
presently enter the customer name and address information
by hand rather than use our Outlook Contacts database.
Although we process a small number of invoices, this
seems needlessly tedious, especially if the information
can automatically be pulled from Outlook.

Is there a way to select a customer from Outlook and have
the customer name and address information inserted
directly into a spreadsheet, much the way Microsoft Word
does for documents?

"Smart tags" may be one option. According to MS
Knowledge Base Article 289148, smart tags can be
transferred "from one Office program to another Office
program by using the Clipboard." I would like to
transfer my Microsoft Word smart tag recognizers to Excel
in order to give them a try, but I'm not sure how to use
the Clipboard to accomplish this. Would anyone happen to
know how?

Any help and/or other ideas will be sincerely appreciated.

Thanks much!

Ramona
 
Probably not as automated as you would like but: you can
set up a table view in Outlook with whatever fields you
want to use in your invoice. Highlight as many contacts
as you want in the Outlook view. You can directly drag the
table data from Outlook to an Excel spreadsheet. Once the
contact info is in Excel you macro the heck out of it.
 
Thanks very much for the suggestion. You're right--not as automated as I
would like (because The Boss will actually be using it, not me), but a
definite start.

Your taking time to share the idea is appreciated!

Ramona
 
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