Project Description
The Address
Organizer is an address management tool that sorts addresses based on
information needed, automatically emails address requests, and generates
envelopes using Microsoft Word Mail Merge.
Pain Point
Every time I
have a sibling get married, they complain about how long they spent mailing
wedding invitations. My sister manually typed each address on a word document
in just the right place on the document so the envelopes would print correctly.
My brother, after spending an entire day working on envelopes, frantically emailed
me late into the evening the day he was printing envelopes, asking for help
because he couldn’t get it to work. Though I explain the Mail Merge process to
them, this process is not intuitive and usually requires significant
reformatting of the work they’ve already completed.
Solution
Whenever I
have a sibling announce their engagement, this spreadsheet will be my first
wedding gift to them. It will help them collect and organize their addresses.
Sending envelopes will require a mere click of a button.
Features
The
organizer is designed to be very intuitive. There are no instructions along
with the spreadsheet. All of the features are performed either automatically
when the user clicks on a spreadsheet, or by clicking a clearly labeled button
located in a visible area on the worksheet where the button would be needed.
For example, the contact updates are completed with a form that automatically
appears when a user clicks on the data. To add new contacts, the user clicks
the “New Contacts” button that is located in a very visible area on the
worksheet.
·
Create
new contacts using a Userform
·
Update
contacts using a Userform
·
Identify
contacts that “Need an Address”
·
Identify
contacts that “Need an Address and an Email Address”
·
Identify
contacts that have the needed information and are “Ready to Mail”
·
Email
an address request letter to contacts on the “Need an Address” list
· Create
envelopes using Mail Merge
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