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Dr. Dave Dr. Dave is offline
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Posts: 17
Default adding names to a recipient file

using the wizard, once I've entered all my contacts and gone on to the next
step, how do I edit existing names or add more names to the contact mailing
list. It only lets me sort or filter, etc. Thanks.

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Doug Robbins - Word MVP Doug Robbins - Word MVP is offline
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Default adding names to a recipient file

Assuming that you are using Word XP or 2003, from the View menu, select
Toolbars and place a checkbox against the Mail Merge item. Then you can
customize that toolbar (ToolsCustomize) by selecting the All Commands
Category and locating the Mail Merge Helper item and click and drag it onto
the toolbar. Using the Mail Merge Helper, you should be able to edit the
data source.

Another way is to use a Directory type mail merge main document to which you
attach the data source and in the main document, insert a one row table with
as many columns as you have fields in your data source and into the cells of
that table, insert the merge fields. When you execute that merge to a new
document, that document will contain a table with a row of data for each
record in the data source. You can then insert a row at the top of the
table and into that row insert the names of the fields in your original data
source. You can then edit the data in that table or add or delete rows and
save it and use it as a data source.

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"Dr. Dave" wrote in message
...
using the wizard, once I've entered all my contacts and gone on to the
next step, how do I edit existing names or add more names to the contact
mailing list. It only lets me sort or filter, etc. Thanks.



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Graham Mayor Graham Mayor is offline
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Posts: 19,312
Default adding names to a recipient file

And if you are using Word 2007 select Edit Recipient List then select the
list in the lower window of the dialog box which makes the edit tools
available. In Word 2003 you should be able to edit the data source from the
mailmerge toolbar.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



Doug Robbins - Word MVP wrote:
Assuming that you are using Word XP or 2003, from the View menu,
select Toolbars and place a checkbox against the Mail Merge item. Then you
can customize that toolbar (ToolsCustomize) by selecting
the All Commands Category and locating the Mail Merge Helper item and
click and drag it onto the toolbar. Using the Mail Merge Helper, you
should be able to edit the data source.

Another way is to use a Directory type mail merge main document to
which you attach the data source and in the main document, insert a
one row table with as many columns as you have fields in your data
source and into the cells of that table, insert the merge fields. When you
execute that merge to a new document, that document will
contain a table with a row of data for each record in the data
source. You can then insert a row at the top of the table and into
that row insert the names of the fields in your original data source.
You can then edit the data in that table or add or delete rows and
save it and use it as a data source.

"Dr. Dave" wrote in message
...
using the wizard, once I've entered all my contacts and gone on to
the next step, how do I edit existing names or add more names to the
contact mailing list. It only lets me sort or filter, etc. Thanks.



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Dr. Dave Dr. Dave is offline
external usenet poster
 
Posts: 17
Default adding names to a recipient file

the Edit button is not lit up and nothing happens when I press it!
"Graham Mayor" wrote in message
...
And if you are using Word 2007 select Edit Recipient List then select the
list in the lower window of the dialog box which makes the edit tools
available. In Word 2003 you should be able to edit the data source from
the mailmerge toolbar.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



Doug Robbins - Word MVP wrote:
Assuming that you are using Word XP or 2003, from the View menu,
select Toolbars and place a checkbox against the Mail Merge item. Then
you can customize that toolbar (ToolsCustomize) by selecting
the All Commands Category and locating the Mail Merge Helper item and
click and drag it onto the toolbar. Using the Mail Merge Helper, you
should be able to edit the data source.

Another way is to use a Directory type mail merge main document to
which you attach the data source and in the main document, insert a
one row table with as many columns as you have fields in your data
source and into the cells of that table, insert the merge fields. When
you execute that merge to a new document, that document will
contain a table with a row of data for each record in the data
source. You can then insert a row at the top of the table and into
that row insert the names of the fields in your original data source.
You can then edit the data in that table or add or delete rows and
save it and use it as a data source.

"Dr. Dave" wrote in message
...
using the wizard, once I've entered all my contacts and gone on to
the next step, how do I edit existing names or add more names to the
contact mailing list. It only lets me sort or filter, etc. Thanks.




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Dr. Dave Dr. Dave is offline
external usenet poster
 
Posts: 17
Default adding names to a recipient file

sorry, I didn't understand your reply. I clicked on the name of the
recipient list and the edit button lit up. thanks for you help.
"Dr. Dave" wrote in message
...
the Edit button is not lit up and nothing happens when I press it!
"Graham Mayor" wrote in message
...
And if you are using Word 2007 select Edit Recipient List then select the
list in the lower window of the dialog box which makes the edit tools
available. In Word 2003 you should be able to edit the data source from
the mailmerge toolbar.

--

Graham Mayor - Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org



Doug Robbins - Word MVP wrote:
Assuming that you are using Word XP or 2003, from the View menu,
select Toolbars and place a checkbox against the Mail Merge item. Then
you can customize that toolbar (ToolsCustomize) by selecting
the All Commands Category and locating the Mail Merge Helper item and
click and drag it onto the toolbar. Using the Mail Merge Helper, you
should be able to edit the data source.

Another way is to use a Directory type mail merge main document to
which you attach the data source and in the main document, insert a
one row table with as many columns as you have fields in your data
source and into the cells of that table, insert the merge fields. When
you execute that merge to a new document, that document will
contain a table with a row of data for each record in the data
source. You can then insert a row at the top of the table and into
that row insert the names of the fields in your original data source.
You can then edit the data in that table or add or delete rows and
save it and use it as a data source.

"Dr. Dave" wrote in message
...
using the wizard, once I've entered all my contacts and gone on to
the next step, how do I edit existing names or add more names to the
contact mailing list. It only lets me sort or filter, etc. Thanks.







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mwballenger mwballenger is offline
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Posts: 1
Default adding names to a recipient file

I've been having a similar issue, and looking at other newsgroups, it does
not seem to be isolated. What I haven't found is a resolution

When editing a name in the recipient list of the mail-merge, I am unable to
save the data file (in Word) that the mail-merge data is being drawn from.
When I go to close the Word application, it asks to save the merged file,
then to update the data file. When I go to update the data file, it gives me
one of two errors--depending on whether I'm saving to a network or local
drive:

If saving to a network drive, I get a "read only" file error.
If saving to a local drive I get a "permission to write" error.

I've tried this with .docx and doc extensions for the data file, with the
same error. I've been able to duplicate the error on multiple machines (all
running XP and Office 2007 Enterprise). The data file is in table format in
Microsoft Word, I've not attempted to duplicate the issue using Access or
Excel data files.
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