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Outlook 2010 & Excel 2010 Populate fields

Discussion in 'Business Applications' started by chechunka, Aug 25, 2011.

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  1. chechunka

    chechunka Thread Starter

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    Aug 25, 2011
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    Every day I send out excel documents that I then convert to pdf's. I use the same excel template on each document. The only thing that changes in each document per recipient is the "name" "company" & "email" fields in the excel document.

    Question: Is there a way I can get these documents to interface with outlook so that when I select more than one person to receive the document (as many as 30 people will receive the same document), and auto populate the contact info "name" "company" "email."

    This way would save me a few steps so that I don't have to pick a contact... type all their info in the fields... send. Select my next contact... enter appropriate info in the fields... and repeat and repeat.

    I'm emailing job specific information to everyone working on the same job. I'm sending it to multiple people, but need it to look like they were the only one who received the document. Just like when you get an email about the "deal of the week" that says, "Dear Mr. Johnson, How's your summer going?.... " while someone in NYC gets the same letter that says "Dear Mr. Thompson, How's your summer going.... " from the same sender. Of course the deal of the week changes each week.

    How can I make this happen? If there is a better way outside using excel to create pdfs, or a totally different method entirely. I'm all ears. I just need to send the information, and it not be able to be easily modified by the recipient.

    I know there has to be a more efficient way to do this.

    Thank you for your help.
     
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