February 1, 2012 Excel 0 Comments

Improving Customer Data for a Mailing

This 5 minute video shows you a few top tips to neaten up your Customer Data in Excel before you use it to create a marketing mailing. It concentrates on issues of lower case and upper case – for example, ensuring all first and last names have ‘proper’ capitalisation with the first letter uppercase and the remaining letters lower case. For postcodes it shows you how to ensure they are all upper case.

The Excel functions used are: =Proper(A2) and =Upper(A2).