Need help setting up weekly mail-merge format
 

We have about 20 new customers each week that we would like to send a
"Welcome" letter to. I get their name and address from our core
system, but everything is in ALL CAPS and the Name column is in the
format LASTNAME, FIRSTNAME. I have to break them apart using the
"Text to Columns" function in Excel. Then I have to use the "Proper"
formula on each column to make the capitalization right. Then I use
"Mail Merge" in Word. It's not bad to do for a one-time deal, but I
figured somebody would know a way to set up a quicker or "one-click"
way to do this.

Here are the columns and formats that I start with: (1)LASTNAME,
FIRSTNAME (2)ADDRESS (3)CITY (4) STATE (5) ZIP

Here are the columns and formats that I want to end with:
(1)Firstname (2)Lastname (3)City (4)State (5)ZIP

Here is how I want my letter to start:

FirstName Lastname
Address
City, State Zip

Dear FirstName,

Any help would be greatly appreciated.

Need help setting up weekly mail-merge format
 

Instead of formatting in Excel, you could format the text in Word, as
part of the mail merge.

Follow the instructions in this article for formatting the field codes
in Word:

Answer Box: Numbers don't merge right in Word
http://office.microsoft.com/en-ca/as...164951033.aspx

Instead of number formats, use formatting like this:

{ MERGEFIELD FirstName \* Caps \* MERGEFORMAT }

kwstroud wrote:
We have about 20 new customers each week that we would like to send a
"Welcome" letter to. I get their name and address from our core
system, but everything is in ALL CAPS and the Name column is in the
format LASTNAME, FIRSTNAME. I have to break them apart using the
"Text to Columns" function in Excel. Then I have to use the "Proper"
formula on each column to make the capitalization right. Then I use
"Mail Merge" in Word. It's not bad to do for a one-time deal, but I
figured somebody would know a way to set up a quicker or "one-click"
way to do this.

Here are the columns and formats that I start with: (1)LASTNAME,
FIRSTNAME (2)ADDRESS (3)CITY (4) STATE (5) ZIP

Here are the columns and formats that I want to end with:
(1)Firstname (2)Lastname (3)City (4)State (5)ZIP

Here is how I want my letter to start:

FirstName Lastname
Address
City, State Zip

Dear FirstName,

Any help would be greatly appreciated.



--
Debra Dalgleish
Contextures
http://www.contextures.com/tiptech.html