Hack on Excel

[firat]

I have an excel file with confidential customer information. Each month, we update this excel file and copy paste their information on an e-mail and send personalized e-mails. As you can imagine this takes a lot of time and I am sure there is a better solution for this. I would appreciate a lot if you could help me. Some of the alternatives I am thinking of:


1) Create an online database which syncs with Excel and when we update the excel file, the online database will be updated and each customer will have a login name where they can access their own information.

2) Is there a trick in excel to put a login and everybody sees different rows/columns when they login through their unique identifier?

3) Any other solutions that you might suggest?


Many thanks in advance,

Best

 

[bobhc]

Good day firat


Your title does not encourage members to look "Hack", bad word to use.


The first option is the one I would use, by linking the database to the workbook there would all ways be up to date data to view with individual log on a record of access date/times could be maintained, also the database would have more security that Excel has...not much

 

[Hui]

Firat


Firstly, Welcome to the Chandoo.org Forums


What you want to do is called Mail Merge


In Word setup a document template

Open Mail Merge

Link it to the file

Insert the relevant Fields in the Word Document

Merge to a Document/s or Email


I'd try Googling "Word Mail Merge Howto" and see what it brings up