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#1
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Word 2007 Database
I have about 6 mailmerge basic letters linked to a database to answer
queries, then request deposits, send receipts etc. to holiday guests. The database is viewed as a card-index and I select and update individual records at each stage. Have tried to migrate from Windows XP & Word 2003 to Windows Vista and Word 2007 - but the database will only appear as a huge table. How can I make the individual entries appear in card-index format? Am badly stuck. Enjoy the Hebrides - see www.colonsay.org.uk |
#2
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Word 2007 Database
Hi Kevin,
Can you list the steps you used in Word 2003 to access the database records in Card-index form and the file type the database is in? =============== "Kevin Byrne" wrote in message ... I have about 6 mailmerge basic letters linked to a database to answer queries, then request deposits, send receipts etc. to holiday guests. The database is viewed as a card-index and I select and update individual records at each stage. Have tried to migrate from Windows XP & Word 2003 to Windows Vista and Word 2007 - but the database will only appear as a huge table. How can I make the individual entries appear in card-index format? Am badly stuck. -- Bob Buckland ?:-) MS Office System Products MVP *Courtesy is not expensive and can pay big dividends* |
#3
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Word 2007 Database
Hi Bob - I have been using this method of handling bookings for a long time,
just keep migrating to newer versions of Word and Windows. It may have been with an earlier version, but believe I probably started with Word Version 6.0 (1993). The Microsoft User's Guide Chapters 29 and 30 showed me how, page 686 and onward is "Modifying Information in a Data Source" and gives an illustration of the sort of "card" I like. I am not sure how to discover the file-type it uses - but under properties it say it is Microsoft Office Word Document and that it opens with Microsoft Word. I can see that the database is fine and still works with the template documents, it is just that I am seeing it in the wrong format for editing the actual records. I imagine that there is some way to change the "view" but the only book I have is Steve Johnson's "Brilliant - Word 2007" and there is no obvious reference to this. Many thanks for your interest - Kevin -- Enjoy the Hebrides - see www.colonsay.org.uk "Bob Buckland ?:-)" wrote: Hi Kevin, Can you list the steps you used in Word 2003 to access the database records in Card-index form and the file type the database is in? =============== "Kevin Byrne" wrote in message ... I have about 6 mailmerge basic letters linked to a database to answer queries, then request deposits, send receipts etc. to holiday guests. The database is viewed as a card-index and I select and update individual records at each stage. Have tried to migrate from Windows XP & Word 2003 to Windows Vista and Word 2007 - but the database will only appear as a huge table. How can I make the individual entries appear in card-index format? Am badly stuck. -- Bob Buckland ?:-) MS Office System Products MVP *Courtesy is not expensive and can pay big dividends* |
#4
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Word 2007 Database
Customize the Quick Access Toolbar by adding the original Mail Merge Helper
that goes back to earlier versions of Word. You will find it in the All Commands group that you can select via the Choose commands from pulldown. -- 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 "Kevin Byrne" wrote in message ... Hi Bob - I have been using this method of handling bookings for a long time, just keep migrating to newer versions of Word and Windows. It may have been with an earlier version, but believe I probably started with Word Version 6.0 (1993). The Microsoft User's Guide Chapters 29 and 30 showed me how, page 686 and onward is "Modifying Information in a Data Source" and gives an illustration of the sort of "card" I like. I am not sure how to discover the file-type it uses - but under properties it say it is Microsoft Office Word Document and that it opens with Microsoft Word. I can see that the database is fine and still works with the template documents, it is just that I am seeing it in the wrong format for editing the actual records. I imagine that there is some way to change the "view" but the only book I have is Steve Johnson's "Brilliant - Word 2007" and there is no obvious reference to this. Many thanks for your interest - Kevin -- Enjoy the Hebrides - see www.colonsay.org.uk "Bob Buckland ?:-)" wrote: Hi Kevin, Can you list the steps you used in Word 2003 to access the database records in Card-index form and the file type the database is in? =============== "Kevin Byrne" wrote in message ... I have about 6 mailmerge basic letters linked to a database to answer queries, then request deposits, send receipts etc. to holiday guests. The database is viewed as a card-index and I select and update individual records at each stage. Have tried to migrate from Windows XP & Word 2003 to Windows Vista and Word 2007 - but the database will only appear as a huge table. How can I make the individual entries appear in card-index format? Am badly stuck. -- Bob Buckland ?:-) MS Office System Products MVP *Courtesy is not expensive and can pay big dividends* |
#5
Posted to microsoft.public.word.mailmerge.fields
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Word 2007 Database
Many thanks Doug - that suggestion introduced me to a whole new range of
stuff, and I added the Mail Merge Helper as suggested. Unfortunately, all the new button does is to offer me three steps towards an actual mail-merge, but it does not alter the "view" of the records. All I see is a list of about 100 names, addresses and various individual record details in the form of a gigantic spreadsheet. Am in despair - have had new PC cluttering up the office since March but cannot use it like this. According to the original manual, I want to "View and Modify Data Records in the Data Form dialog box"; I used to do that as soon as I had opened my template letter. If I wanted to view the data as a table, that option was always available by merely opening the database in its own right. Am grateful for your help so far - perhaps there is some extra toolbar I need? best wishes - Kevin -- Enjoy the Hebrides - see www.colonsay.org.uk "Doug Robbins - Word MVP" wrote: Customize the Quick Access Toolbar by adding the original Mail Merge Helper that goes back to earlier versions of Word. You will find it in the All Commands group that you can select via the Choose commands from pulldown. -- 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 "Kevin Byrne" wrote in message ... Hi Bob - I have been using this method of handling bookings for a long time, just keep migrating to newer versions of Word and Windows. It may have been with an earlier version, but believe I probably started with Word Version 6.0 (1993). The Microsoft User's Guide Chapters 29 and 30 showed me how, page 686 and onward is "Modifying Information in a Data Source" and gives an illustration of the sort of "card" I like. I am not sure how to discover the file-type it uses - but under properties it say it is Microsoft Office Word Document and that it opens with Microsoft Word. I can see that the database is fine and still works with the template documents, it is just that I am seeing it in the wrong format for editing the actual records. I imagine that there is some way to change the "view" but the only book I have is Steve Johnson's "Brilliant - Word 2007" and there is no obvious reference to this. Many thanks for your interest - Kevin -- Enjoy the Hebrides - see www.colonsay.org.uk "Bob Buckland ?:-)" wrote: Hi Kevin, Can you list the steps you used in Word 2003 to access the database records in Card-index form and the file type the database is in? =============== "Kevin Byrne" wrote in message ... I have about 6 mailmerge basic letters linked to a database to answer queries, then request deposits, send receipts etc. to holiday guests. The database is viewed as a card-index and I select and update individual records at each stage. Have tried to migrate from Windows XP & Word 2003 to Windows Vista and Word 2007 - but the database will only appear as a huge table. How can I make the individual entries appear in card-index format? Am badly stuck. -- Bob Buckland ?:-) MS Office System Products MVP *Courtesy is not expensive and can pay big dividends* |
#6
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Word 2007 Database
In order to make the edit tools available to the dialog, select the data
source name in the lower window of the dialog - this is illustrated for that dialog at http://www.gmayor.com/merge_labels_with_word_2007.htm -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Kevin Byrne wrote: Many thanks Doug - that suggestion introduced me to a whole new range of stuff, and I added the Mail Merge Helper as suggested. Unfortunately, all the new button does is to offer me three steps towards an actual mail-merge, but it does not alter the "view" of the records. All I see is a list of about 100 names, addresses and various individual record details in the form of a gigantic spreadsheet. Am in despair - have had new PC cluttering up the office since March but cannot use it like this. According to the original manual, I want to "View and Modify Data Records in the Data Form dialog box"; I used to do that as soon as I had opened my template letter. If I wanted to view the data as a table, that option was always available by merely opening the database in its own right. Am grateful for your help so far - perhaps there is some extra toolbar I need? best wishes - Kevin Customize the Quick Access Toolbar by adding the original Mail Merge Helper that goes back to earlier versions of Word. You will find it in the All Commands group that you can select via the Choose commands from pulldown. -- 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 "Kevin Byrne" wrote in message ... Hi Bob - I have been using this method of handling bookings for a long time, just keep migrating to newer versions of Word and Windows. It may have been with an earlier version, but believe I probably started with Word Version 6.0 (1993). The Microsoft User's Guide Chapters 29 and 30 showed me how, page 686 and onward is "Modifying Information in a Data Source" and gives an illustration of the sort of "card" I like. I am not sure how to discover the file-type it uses - but under properties it say it is Microsoft Office Word Document and that it opens with Microsoft Word. I can see that the database is fine and still works with the template documents, it is just that I am seeing it in the wrong format for editing the actual records. I imagine that there is some way to change the "view" but the only book I have is Steve Johnson's "Brilliant - Word 2007" and there is no obvious reference to this. Many thanks for your interest - Kevin -- Enjoy the Hebrides - see www.colonsay.org.uk "Bob Buckland ?:-)" wrote: Hi Kevin, Can you list the steps you used in Word 2003 to access the database records in Card-index form and the file type the database is in? =============== "Kevin Byrne" wrote in message ... I have about 6 mailmerge basic letters linked to a database to answer queries, then request deposits, send receipts etc. to holiday guests. The database is viewed as a card-index and I select and update individual records at each stage. Have tried to migrate from Windows XP & Word 2003 to Windows Vista and Word 2007 - but the database will only appear as a huge table. How can I make the individual entries appear in card-index format? Am badly stuck. -- Bob Buckland ?:-) MS Office System Products MVP *Courtesy is not expensive and can pay big dividends* |
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