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#1
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How do I create a Word mailmerge form using data provided in Excel
Hi, as the membership officer of a volunteer fire department, it is my job to
mail out dues notices to all of those we support in the area. The list is provided to us from our local tax office in an Excel spreadsheet that includes columns for property id, legal descriptions, name, address, city, state, and zip as well as some other info. Most of the time there is an owner at the same address that has several properties, each with their own property id. What I would like to do is create a mailmerge form in Word that would pull the owner info (owner name & address) and then list all of the associated property id's/descriptions that match for that owner onto 1 form. We have about 4500 line items in the spreadsheet we are provided, but based on previous mailouts, we only have about 2500 recipients. So to save postage and printing costs, I would like to put all of the properties that a particular owner has on one form to be mailed out. I have been told using Access would be easier, but to keep it simple for those that follow in this position, I would like to keep the data as simple and unmanipulated as possible. I have read the Catalog mailmerge tutorial from Macropod, but its not making a whole lot of sense to me. I have created the main document that I want to merge, but lost on the fields and how to make them work. Any assistance would be greatly appreciated. I am using Word/Excel 2002 SP3 Thanks, Anthony Dupre |
#2
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How do I create a Word mailmerge form using data provided in Excel
Fellow MVP Macropod's "Word 97-2007 Catalogue/Directory Mailmerge Tutorial"
is the way to go. If you want to send me the mail merge main document that you have created plus your Excel Spreadsheet, I will get it all set up for you and send it back to you. -- Hope this helps, Doug Robbins - Word MVP Please reply only to the newsgroups unless you wish to obtain my services on a paid professional basis. "adupre518" wrote in message ... Hi, as the membership officer of a volunteer fire department, it is my job to mail out dues notices to all of those we support in the area. The list is provided to us from our local tax office in an Excel spreadsheet that includes columns for property id, legal descriptions, name, address, city, state, and zip as well as some other info. Most of the time there is an owner at the same address that has several properties, each with their own property id. What I would like to do is create a mailmerge form in Word that would pull the owner info (owner name & address) and then list all of the associated property id's/descriptions that match for that owner onto 1 form. We have about 4500 line items in the spreadsheet we are provided, but based on previous mailouts, we only have about 2500 recipients. So to save postage and printing costs, I would like to put all of the properties that a particular owner has on one form to be mailed out. I have been told using Access would be easier, but to keep it simple for those that follow in this position, I would like to keep the data as simple and unmanipulated as possible. I have read the Catalog mailmerge tutorial from Macropod, but its not making a whole lot of sense to me. I have created the main document that I want to merge, but lost on the fields and how to make them work. Any assistance would be greatly appreciated. I am using Word/Excel 2002 SP3 Thanks, Anthony Dupre |
#3
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How do I create a Word mailmerge form using data provided in Excel
Hi adupre518,
You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how, check out my Word 97-2007 Catalogue/Directory Mailmerge Tutorial at: http://lounge.windowssecrets.com/ind...owtopic=731107 or http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip Do read the tutorial before trying to use the mailmerge document included with it. -- Cheers macropod [Microsoft MVP - Word] "adupre518" wrote in message ... Hi, as the membership officer of a volunteer fire department, it is my job to mail out dues notices to all of those we support in the area. The list is provided to us from our local tax office in an Excel spreadsheet that includes columns for property id, legal descriptions, name, address, city, state, and zip as well as some other info. Most of the time there is an owner at the same address that has several properties, each with their own property id. What I would like to do is create a mailmerge form in Word that would pull the owner info (owner name & address) and then list all of the associated property id's/descriptions that match for that owner onto 1 form. We have about 4500 line items in the spreadsheet we are provided, but based on previous mailouts, we only have about 2500 recipients. So to save postage and printing costs, I would like to put all of the properties that a particular owner has on one form to be mailed out. I have been told using Access would be easier, but to keep it simple for those that follow in this position, I would like to keep the data as simple and unmanipulated as possible. I have read the Catalog mailmerge tutorial from Macropod, but its not making a whole lot of sense to me. I have created the main document that I want to merge, but lost on the fields and how to make them work. Any assistance would be greatly appreciated. I am using Word/Excel 2002 SP3 Thanks, Anthony Dupre |
#4
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How do I create a Word mailmerge form using data provided in E
Doug,
I really appreciate the help! Should I send the files to your dkr address from my personal email address? Again, Thanks Anthony "Doug Robbins - Word MVP" wrote: Fellow MVP Macropod's "Word 97-2007 Catalogue/Directory Mailmerge Tutorial" is the way to go. If you want to send me the mail merge main document that you have created plus your Excel Spreadsheet, I will get it all set up for you and send it back to you. -- Hope this helps, Doug Robbins - Word MVP Please reply only to the newsgroups unless you wish to obtain my services on a paid professional basis. "adupre518" wrote in message ... Hi, as the membership officer of a volunteer fire department, it is my job to mail out dues notices to all of those we support in the area. The list is provided to us from our local tax office in an Excel spreadsheet that includes columns for property id, legal descriptions, name, address, city, state, and zip as well as some other info. Most of the time there is an owner at the same address that has several properties, each with their own property id. What I would like to do is create a mailmerge form in Word that would pull the owner info (owner name & address) and then list all of the associated property id's/descriptions that match for that owner onto 1 form. We have about 4500 line items in the spreadsheet we are provided, but based on previous mailouts, we only have about 2500 recipients. So to save postage and printing costs, I would like to put all of the properties that a particular owner has on one form to be mailed out. I have been told using Access would be easier, but to keep it simple for those that follow in this position, I would like to keep the data as simple and unmanipulated as possible. I have read the Catalog mailmerge tutorial from Macropod, but its not making a whole lot of sense to me. I have created the main document that I want to merge, but lost on the fields and how to make them work. Any assistance would be greatly appreciated. I am using Word/Excel 2002 SP3 Thanks, Anthony Dupre . |
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How do I create a Word mailmerge form using data provided in E
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