Completed

Access 2007-MS Word 2007 Mail Merge Project

This project was successfully completed by cyware for $125 USD in 8 days.

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Project Budget
$30 - $250 USD
Completed In
8 days
Total Bids
8
Project Description

EXECUTIVE SUMMARY:

OUR ACCESS 2007 DATABASE HAS BEEN DESIGNED AND BUILT. (1) I need a simple way to query and store the information for all the letters we send to our donor base, (2) be instructed how to use it, and (3) have you clean up some of the tables and forms that were created, but that are not really necessary in this database.

OPERATIONS OVERVIEW: Promise Ministries International is a Michigan based, Christian non-profit Bible college level ministry to American prisoners supported by the tithes and offerings of those who believe in what we are doing. Our student applicants provide us with names and address of friends and relatives that we contact through 4 or more different fundraising letters we send in a series. Each fundraising letter we send has the prisoner's name and a FREE book offer with each donation which we need to track when sent. We track these letters and dates sent to donors along with any of our dozens of books or other merchandise we send.

TRACKING THE MONEY: When money (offerings) arrives, it has a purpose: to enroll or provide a student with any of our 5 separate Bible study programs (we are developing more); to provide a student with a Bible or a book (we have access to hundreds); or the money is to be used to pay for a degree; or it is to be used for any other miscellaneous purpose.

AFTER POSTING OUR PROJECT we contracted with a Freelancer to build an easy to use, easy to navigate and edit Access 2007 Database to keep track of donors, donations and the purpose of the donations, all fundraising letters and thank you receipt letters we send along with merchandise requests and shipments. Unfortunately, while our Freelancer seems to have built us an easy to use Access 2007 db, instead of using Access queries from tables or what have you to store and track totals we require for our outgoing letters- as I requested- he chose to use Excel which is not what I wanted and very confusing to use.

HERE'S WHAT I NEED YOU TO DO:

FIRST: Using our existing Access 2007 db, I need EASY TO USE INTERFACE with queries you will write to allow me to export specific data from my existing Access 2007 database that I can quickly and easily merge into MS Word 2007. I'll try to explain.

We track our letters and merchandise shipments to donors and students by dates. When the mail merge is executed, I want to pick a donor from the database, and a date or date range. I need the query to give me all the donors' details (name, address, prisoner they support, their relationship to the prisoner, etc, for our fundraising letters. For our thank you receipt letters, I require the same info along with money they gave or have given which I need separated and accessible by daily, weekly, monthly and yearly donations totals, based on the date I selected at the start. And I will need this for 2013, 2014, 2015, etc etc on into the future.

CREATE SIMPLE INTERFACE: I want this to be EASY to use and to MAIL MERGE INTO WORD 2007, perhaps by CREATING an interface in Access or a button I can click.

Again, please note: I don't want to use Excel, I want to use Access 2007 and MS Word 2007.

SECOND: I also want to be able to print mailing labels or envelopes and/or lists of selected donors, gift dates, gift amounts, prisoner names, groups, etc from MS word, items (merchandise) sent, etc.

I also want the ability to print a donor directory from Word.

THIRD, I will need you to look over the database and clean up all the unnecessary components my Freelancer left when he finished.

FINALLY, I will need you to train me how to use this as well as change query codes that will allow me to alter and manipulate data.

I have the db available and ready to view and I'm anxious to get this project completed.

Thank you.

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