IamtheDRAGONreborn
New Member
I work for a company that provides support for developmentally disabled adults. We have around 20 houses each with 3 or 4 individuals. Unfortunately, most of our staff seem to be incapable of filling out the documentation correctly. They consistently forget to write the house information or the individuals name. I am considering having all of our forms preprinted with the needed information. As I contemplated this, I realized what a monumental task this would be. I want to use Word with mail merge? (I think) We have about 20 forms for each house and then up to 50 for each individual. So I want to do the following::
If I can't do what I am talking about then I would like to be able to select a form and then have a table or something that will only have the house or individuals that need that form so use that data for the mail merge.
I am very new to Excel so if i am barking up the wrong tree please let me know.
- Sort by each House and then by each Individual in that house.
- Ideally, I would then be able to use a macro? (I really do not know how) that would print all the forms needed for the house and then each individual.
If I can't do what I am talking about then I would like to be able to select a form and then have a table or something that will only have the house or individuals that need that form so use that data for the mail merge.
I am very new to Excel so if i am barking up the wrong tree please let me know.