Nancy (nnancy1964) wrote in thequestionclub,
Nancy
nnancy1964
thequestionclub

MSWord & Excel

Hey all, I'm hoping someone will know how to do this task. I work at The Food Bank in Omaha, NE.

Here's what's been happening: Someone calls in wanting to do a food drive, and I write/fill out a paper form with the company, address, how many barrels they want, etc. Then because they're interested in helping, I enter this info into Excel so that I can ask them to do another drive at the same time the next year (since this is a good time this year, I'll try again next). I also track the pounds of food donated, etc., when the food drive is over.

What ends up happening is that I have to fill out the form on paper (used to have to write it twice, I have fixed that part), and then re-enter all the info into the computer. It's a big waste of time, especially when I schedule 20 or 30 food drives a day when we get busy in the fall.

I have made the form into a merge document to match the Excel page, but it rarely works - I can't make the Excel columns format correctly sometimes, such as the date and time, and it's too easy to either miss printing a document or print too many.

In a perfect world, I would have a computer "form" that I could type into as I talk to the person on the phone, which would both fill out the form I have to print for the warehouse and also fill in the info in Excel, which I use to solicit drives the next year. There is a form that can be done in Excel, but it only enters into the Excel table, and I still have to merge to the document. I think this could be done with MS Access, but we don't own it and can't afford to buy it right now.

Any suggestions? Our new admin assistant was helping me, but she's become quite ill and won't be back for at least a few weeks.

Thanks in advance!
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