Excel Spreadsheet Question: My fishing club treasurer keeps track of all membership dues paid & delinquent. He wants to send notices to any member who is delinquent but they shouldn't...

Indi Loc: L. I., NY, Palm Beach Cty when it's cold.

My fishing club treasurer keeps track of all membership dues paid & delinquent.
He wants to send notices to any member who is delinquent but they shouldn't be able to see other member's info/delinquency.

Can any of our UHH Excel gurus help.

TriX Loc: Raleigh, NC

Indi wrote:

My fishing club treasurer keeps track of all membership dues paid & delinquent.
He wants to send notices to any member who is delinquent but they shouldn't be able to see other member's info/delinquency.

Can any of our UHH Excel gurus help.

Are you trying to create mailing labels derived from the spreadsheet information?

achesley Loc: SW Louisiana

Copy and paste his info in a new file , and send that file to him.

JCam Loc: MD Eastern Shore

I'm not an expert with Excel but I've have used it for several years. I don't think there is an easy way to do what he wants with Excel; it isn't really designed to do that. If the spread sheet includes the name and addresses, I think you can copy the appropriate cell/cells and paste them into form letters (it's not the "normal paste" but one of the specials)--one letter at a time; not difficult but slow.

Having been a treasurer in years past, his collection problem will most probably not be with recent past due amounts like a forgotten dues payment, but with well past due amounts. He is going to get questioned about what is/was for, how old is the bill, etc., etc.

I think he can do what he wants with Access, but it is a more complex program to learn and use, Depending upon the size of the club, you might want to consider the cheapest version of Quick-Books; it will take some work to set up, but has a Statement Function which if sent would preclude the need for a letter.

Good luck

achesley Loc: SW Louisiana

I've copied many portions of a spreadsheet or whole pages depending on what info I want to send to a person or office. If they can't access the spreadsheet file and open it, I either paste the info to a new text document for printing and mailing. Or, Paste to and email message and sent the info that way. Done it for years. Try it.

Shellback Loc: North of Cheyenne Bottoms Wetlands - Kansas

There are various methods to accomplish - all of the automated ones require a good knowledge of excel -
So, if he is comfortable with the program and somewhat knowledgeable of the various functions - try this method from the Microsoft Support pages:
Create and print mailing labels for an address list in Excel (and you can filter the output).

Indi Loc: L. I., NY, Palm Beach Cty when it's cold.

TriX wrote:

Are you trying to create mailing labels derived from the spreadsheet information?

Not mailing labels. He needs an individual form to tell a member that his dues are required. He doesn't want any other member to see the form or entry of another member who owes dues. Just a little discretion.

Indi Loc: L. I., NY, Palm Beach Cty when it's cold.

achesley wrote:

Copy and paste his info in a new file , and send that file to him.

That sounds like an easy solution, but the SS is 20 columns wide. I guess he could highlight only what he needs.
He needs something more like a form letter.

Indi Loc: L. I., NY, Palm Beach Cty when it's cold.

JCam wrote:

...
I think he can do what he wants with Access, but it is a more complex program to learn and use, Depending upon the size of the club, you might want to consider the cheapest version of Quick-Books; it will take some work to set up, but has a Statement Function which if sent would preclude the need for a letter.
Good luck

Actually, I have some experience with Access and I just created a table & form by importing the spreadsheet entries.
This is probably the best way to go and he should switch to Access over Excel.
One question though, how could he mail an individual form to a member?

Indi Loc: L. I., NY, Palm Beach Cty when it's cold.

achesley wrote:

I've copied many portions of a spreadsheet or whole pages depending on what info I want to send to a person or office. If they can't access the spreadsheet file and open it, I either paste the info to a new text document for printing and mailing. Or, Paste to and email message and sent the info that way. Done it for years. Try it.

I know he can do this but each entry is 20 columns wide. He can select just the columns he needs, though.

Indi Loc: L. I., NY, Palm Beach Cty when it's cold.

Shellback wrote:

There are various methods to accomplish - all of t... (show quote)

It's not labels he needs. It's a form letter.

Indi Loc: L. I., NY, Palm Beach Cty when it's cold.

Wait a minute! Can't he/we create a MS Word form letter and import the members from Excel or Access?

Indi Loc: L. I., NY, Palm Beach Cty when it's cold.

Thanks for your help hogs. I think we're getting to the root of the problem.
:thumbup: :thumbup: :thumbup:

JCam Loc: MD Eastern Shore

Indi wrote:

Wait a minute! Can't he/we create a MS Word form letter and import the members from Excel or Access?

That's pretty much what I suggested in my first paragraph. To save the aggravation of having to have two windows open at once and switching between them, it might just be easier to print the data he needs from the spreadsheet and paste it into the blanks in the form letter, or just paste it at the bottom--neither one is going to be a quick job unless most of your members are up to date on their payments.

If your club is like most I've been associated with "Good luck with that" :D

SteveR Loc: Michigan

You can temporarily hide all info that is not needed (other memebers) and print the information from the one individual. Or, you can copy the information from that one individual, after hiding the others, to a separate file and email it to him/her.