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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. |
#2
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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 |
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