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Computer Guy asked on

Best Way To Accomplish Some Quotes With Office

Hi,

I want to come up with a little quote system for myself, then mail merge it into Word.

Now where the bold is (service), there are some "-" points after it.

I want the "-" points to be stored somewhere along with the service, not sure if Excel or Access is the best way to do it?? Then I can select merge it over to Word.

I can have check boxes for Service 1, service 2, service 3, then in the database, I can have the description for each service and if checked then mail merge it. If not checked, don't

Any ideas of the best application or way to go about doing this?
Microsoft ExcelMicrosoft Access

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Boyd (HiTechCoach) Trimmell, Microsoft Access MVP 2010-2015

8/22/2022 - Mon
ASKER
Computer Guy

Forgot the document.
Document2.pdf
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Boyd (HiTechCoach) Trimmell, Microsoft Access MVP 2010-2015

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ASKER
Computer Guy

Thanks!

Was playing around with this.

How can I have it so there is the service code, then in the description, have it have a bullet list of items that are included with that service?

I tried adding the bullet points to the notes are of the service item and including it, but no luck.

In the QuoteClientOnly report, in Design View, then in the details area, I added:

=[Description] & Chr(13)+Chr(10) & [Notes]
Boyd (HiTechCoach) Trimmell, Microsoft Access MVP 2010-2015

Is it possible for you to post a copy of the database with some sample data so I can see what you are trying?
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