Applied Users Forums

General Topics => Helpline => Topic started by: brinkerdana on February 24, 2013, 04:28:16 AM

Title: Creating a Macro in WORD for letter closing (not signature)
Post by: brinkerdana on February 24, 2013, 04:28:16 AM
I have to change a bunch of letters to show the new account manager;s closing.  You know, under the Sincerely, showing title, direct line, email address, tc..  I'd like to set the letters up to pull the correct closing for others who use those form letters.  I have plenty of notes on how to get a signature into the letters, but not this.

I've never created a Macro and need help on that and also the best way to get it into the letters.  I'm thinking If Statement.  Am I on the right track?

Thanks.



Title: Re: Creating a Macro in WORD for letter closing (not signature)
Post by: Mark on February 25, 2013, 10:29:21 AM
Are you talking about Word in TAM and you just want it to pull the right person's info?
Title: Re: Creating a Macro in WORD for letter closing (not signature)
Post by: Conan_Ward on February 25, 2013, 01:57:50 PM
So, something like this? https://www.appliedsystems.com/apps/Knowledgebase/Main.aspx?kb=61025
"How do you add CSR or operator specific contact information to formletters?"

Or is that what you currently have now and you're looking to change that? I might be misreading your question.
Title: Re: Creating a Macro in WORD for letter closing (not signature)
Post by: brinkerdana on February 25, 2013, 08:44:40 PM
Quote from: Mark on February 25, 2013, 10:29:21 AM
Are you talking about Word in TAM and you just want it to pull the right person's info?

Yes.  I can pull CSR, etc from TAM Info, but don't know where or how to set up the individuals' information.
Title: Re: Creating a Macro in WORD for letter closing (not signature)
Post by: brinkerdana on February 25, 2013, 08:51:40 PM
Quote from: Conan_Ward on February 25, 2013, 01:57:50 PM
So, something like this? https://www.appliedsystems.com/apps/Knowledgebase/Main.aspx?kb=61025
"How do you add CSR or operator specific contact information to formletters?"

Or is that what you currently have now and you're looking to change that? I might be misreading your question.

Thanks, Conan.