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Clientele 7.3 - help with repetitive entries

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nurseydiamond

Technical User
Jul 28, 2010
2
US
I am not a employed in the computer field but am tech saavy and looking for advice. I posted the following to yahoo answers & received the respose listed (which I don't know the answer to for clientele)...now I need to know if anyone here has any better suggestions...this system is terribly labor-intensive to work with and I am looking to automate or streamline anything I can....please read below -any help or suggestions are appreciated - thanks.

Here's what I posted to yahoo:Can a macro be written that takes data from an excel spreadsheet and then puts it into a dos-based program (clientele I believe it is version 7.3, if you are famiar with this)? I am asking because I review a large amount of data every day in this clientele system (the clientele system does run macros, because there is a macro recorder and editor). Each day I run a "work in progress," report, which I then transfer to an excel spreadsheet because I can see & sort the data better this way. But then, I have to input the same data (essentially, an ID number & a date) into 2 or 3 different areas of this clientele system (once to review some billing codes, then again to review reports, then again so I can enter batch billing for the work I have done). I know this may sound confusing but I am hoping someone will be able to give me some advice on how to proceed...I just don't know enough about macros to know whether I can even do this or not...any help is appreciated....Thanks!

ANSWER: If the program can be automated (called with command-line arguments), or if it can be made to read a text file on startup, probably, otherwise no. But you'd have to learn the format the program needs, then make Excel create that format for it.



 
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