Mail-Merge w/ Word 2000 Using Mail-Mergemitchellsupport.com/docs/mailmerge00.pdf · How to...

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How to MailMerge ______________________________________________ How to MailMerge Page 1 Using Mail-Merge Run any follow up report Start Manager and from the report menu run any follow up You should get a screen displaying records There is no need to print anything at this point. Running this follow up populates the Mail Merge field in the database. This will allow you to continue creating a Mail Merge letter Mitchell 1 Mail-Merge w/ Word 2000

Transcript of Mail-Merge w/ Word 2000 Using Mail-Mergemitchellsupport.com/docs/mailmerge00.pdf · How to...

Page 1: Mail-Merge w/ Word 2000 Using Mail-Mergemitchellsupport.com/docs/mailmerge00.pdf · How to MailMerge _____ Page 9 How to MailMerge Create a Mail Merge Letter called whatever you like…

How to MailMerge ______________________________________________

How to MailMerge Page 1

Using Mail-Merge Run any follow up report Start Manager and from the report menu run any follow up

You should get a screen displaying records There is no need to print anything at this point. Running this follow up populates the Mail Merge field in the database. This will allow you to continue creating a Mail Merge letter

Mitchell 1

Mail-Merge w/ Word 2000

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How to MailMerge ______________________________________________

How to MailMerge Page 2

Start Microsoft Word 2000

In Word, select Tools /Mail Merge…

When the Mail Merge Helper appears, click on Create and select Form Letters.

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How to MailMerge Page 3

When the next windows opens, select Active Window.

When the Mail Merge Helper window re-appears, select Get Data and click on Open Data Source.

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How to MailMerge Page 4

Browse for SMCORE32.MDB – typically found in c:\mitchell 1\manager\series(1 or 2)\mdb or c:\mitchell\repair\series(1 or 2)\mdb . NOTE: You must change the File of type: to MS Access Databases or the view windows will not display smcore32.mdb. Double click on SMCORE32.MDB when you find it.

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How to MailMerge Page 5

When the Microsoft Access window appears, click on Queries.

Double click on MAILMERGE2. (MAILMERGE2 has more information than MAILMERGE1.)

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How to MailMerge Page 6

When the Microsoft Word window appears, click on Edit Main Document

Start writing your letter with merged data… Click on Insert Merge Field to select fields from the database.

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How to MailMerge Page 7

Notice in the example below, I have typed my own text and inserted several fields. For example, in the document <<firstname>> will insert the customers first name in the document.

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How to MailMerge Page 8

Next, save the document for use by the management software. Save the document in a convenient location.

The last step is to configure the management software to use your saved mail merge document.

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How to MailMerge Page 9

Create a Mail Merge Letter called whatever you like… in this example we have named it john and tim. Use the Browse button to locate the document you saved. You must also set the location of the Microsoft Word executable (WINWORD.EXE). On our example, MS Word was found at: C:\Program Files\Microsoft Office\Office\WINWORD.EXE, use the browse button to locate it. You are done; you can now use the Mail merge document repeatedly.