Thanks all, but I apparently talked myself out of a project.
As I was gathering information on what she needed to accomplish and what she had tried so far, I asked if she used any type of specific database programs or used simple spreadsheets to keep information. I told her I could create what I think she's looking for with Word, quite simply.
She ended up taking my questions and trying to do it herself:
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You had mentioned a spread sheet approach to the data, and I looked at our customer manager data base again, and I think I've figured out a way to incorporate the data we need into that system.
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She did say if she couldn't get it to work she'd get back with me. <sigh> :prrr: