When you finish your message and are ready to create the merge, go to the Mailings tab. I notice also that you can change the format in word to any of the available options in excel. The DATABASE field can even be used without recourse to a mailmerge. Open a Microsoft Word document and compose your message. On the Mailings tab, choose the Start Mail Merge button, a list of different types of documents will drop down (i.e. Select the Confirm file format conversion on open check box, and then select OK. An example of this approach can be found at: Many to one email merge using tables - Microsoft Community My form letter is already linked to the data source, and will merge after excel calls it up, but wont merge from the vba. On the Advanced tab, go to the General section. ![]() Click Insert Merge Field in the Write & Insert Fields group. For some worked examples, see the attachments to the posts at:Īnother option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. Select where you want to place the merge field. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. See Data sources you can use for a mail merge. Set up your mailing list Your mailing list is a data source that contains the information that Word uses to customize your letter. In Word, type the body of the letter that you want to send to your mailing list. Do read the tutorial before trying to use the mailmerge document included with it. Go to Mailings > Start Mail Merge > Letters. You can create a MS Word Mail Merge template that can then be uploaded into Wealthbox to print letters or other documents with fields inserted from. The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. ![]() To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial: ![]() You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version).
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