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#1
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I'm new to Word 2003. Mail merge seems to be less user friendly.
1. In earlier versions of Word the mail merge toolbar had a drop down "insert merge field" button which displayed a list of fields. You clicked on a field and moved on. Now the equivalent button opens up a new window which requires selecting the field, clicking OK, clicking close - 3 clicks instead of 1. This is particularly annoying when entering a group of consecutive merge fields on separate lines. The best way seems to be to open the merge field window, insert all the required fields (2 clicks each), close the window and then cursor along entering new line after each field. 2. When selecting the database you could specify a range name in your Excel spreadsheet. I can't seem to be able to do this now 3. When selecting the database a list of records is displayed with check boxes against each record. In one situation I get 30 real records and the 100 or more blank records picked up from the Excel database. I have to delete all and then individually check the real records. I can't even select a block of records (with click and shift click) as you can in most applications. Am I missing something or has mail merge actually gone backwards in user-friendliness. PS Please don't refer me to the wizard's block address facility. |
#2
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See http://www.gmayor.com/mail_merge_lab...th_word_xp.htm which covers
most of your points - and also http://www.gmayor.com/formatting_word_fields.htm which will help with the detail. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org ken sunshine wrote: I'm new to Word 2003. Mail merge seems to be less user friendly. 1. In earlier versions of Word the mail merge toolbar had a drop down "insert merge field" button which displayed a list of fields. You clicked on a field and moved on. Now the equivalent button opens up a new window which requires selecting the field, clicking OK, clicking close - 3 clicks instead of 1. This is particularly annoying when entering a group of consecutive merge fields on separate lines. The best way seems to be to open the merge field window, insert all the required fields (2 clicks each), close the window and then cursor along entering new line after each field. 2. When selecting the database you could specify a range name in your Excel spreadsheet. I can't seem to be able to do this now 3. When selecting the database a list of records is displayed with check boxes against each record. In one situation I get 30 real records and the 100 or more blank records picked up from the Excel database. I have to delete all and then individually check the real records. I can't even select a block of records (with click and shift click) as you can in most applications. Am I missing something or has mail merge actually gone backwards in user-friendliness. PS Please don't refer me to the wizard's block address facility. |
#3
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Graham,
Thank you very much. Your first link didn't work - "Page cannot be found - error 404" but your second link looks as though it will resolve my problems. Regards, Ken "Graham Mayor" wrote: See http://www.gmayor.com/mail_merge_lab...th_word_xp.htm which covers most of your points - and also http://www.gmayor.com/formatting_word_fields.htm which will help with the detail. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org ken sunshine wrote: I'm new to Word 2003. Mail merge seems to be less user friendly. 1. In earlier versions of Word the mail merge toolbar had a drop down "insert merge field" button which displayed a list of fields. You clicked on a field and moved on. Now the equivalent button opens up a new window which requires selecting the field, clicking OK, clicking close - 3 clicks instead of 1. This is particularly annoying when entering a group of consecutive merge fields on separate lines. The best way seems to be to open the merge field window, insert all the required fields (2 clicks each), close the window and then cursor along entering new line after each field. 2. When selecting the database you could specify a range name in your Excel spreadsheet. I can't seem to be able to do this now 3. When selecting the database a list of records is displayed with check boxes against each record. In one situation I get 30 real records and the 100 or more blank records picked up from the Excel database. I have to delete all and then individually check the real records. I can't even select a block of records (with click and shift click) as you can in most applications. Am I missing something or has mail merge actually gone backwards in user-friendliness. PS Please don't refer me to the wizard's block address facility. |
#4
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See http://sbarnhill.mvps.org/WordFAQs/E...MailMerges.htm
-- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "ken sunshine" wrote in message ... I'm new to Word 2003. Mail merge seems to be less user friendly. 1. In earlier versions of Word the mail merge toolbar had a drop down "insert merge field" button which displayed a list of fields. You clicked on a field and moved on. Now the equivalent button opens up a new window which requires selecting the field, clicking OK, clicking close - 3 clicks instead of 1. This is particularly annoying when entering a group of consecutive merge fields on separate lines. The best way seems to be to open the merge field window, insert all the required fields (2 clicks each), close the window and then cursor along entering new line after each field. 2. When selecting the database you could specify a range name in your Excel spreadsheet. I can't seem to be able to do this now 3. When selecting the database a list of records is displayed with check boxes against each record. In one situation I get 30 real records and the 100 or more blank records picked up from the Excel database. I have to delete all and then individually check the real records. I can't even select a block of records (with click and shift click) as you can in most applications. Am I missing something or has mail merge actually gone backwards in user-friendliness. PS Please don't refer me to the wizard's block address facility. |
#5
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Hi Suzanne,
Thanks for responding. I'm pleased I'm not the only one frustrated by some of Word 2002/3 "improvements". I'm also very pleased that people like you have found and documented ways round them. I agree with you that it's not all bad and that a combination of old and new may generally be the best way but it is useful to be able quickly to do things the old way without having to fight your way through new routes. Thanks again, Ken "Suzanne S. Barnhill" wrote: See http://sbarnhill.mvps.org/WordFAQs/E...MailMerges.htm -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "ken sunshine" wrote in message ... I'm new to Word 2003. Mail merge seems to be less user friendly. 1. In earlier versions of Word the mail merge toolbar had a drop down "insert merge field" button which displayed a list of fields. You clicked on a field and moved on. Now the equivalent button opens up a new window which requires selecting the field, clicking OK, clicking close - 3 clicks instead of 1. This is particularly annoying when entering a group of consecutive merge fields on separate lines. The best way seems to be to open the merge field window, insert all the required fields (2 clicks each), close the window and then cursor along entering new line after each field. 2. When selecting the database you could specify a range name in your Excel spreadsheet. I can't seem to be able to do this now 3. When selecting the database a list of records is displayed with check boxes against each record. In one situation I get 30 real records and the 100 or more blank records picked up from the Excel database. I have to delete all and then individually check the real records. I can't even select a block of records (with click and shift click) as you can in most applications. Am I missing something or has mail merge actually gone backwards in user-friendliness. PS Please don't refer me to the wizard's block address facility. |
#6
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Posted to microsoft.public.word.newusers
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Ken,
When I first looked at Word 2003 Mail Merge, I felt that the user friendliness from Mail Merge in Word 2000 was just not there any more for the experienced users. I knew that when we rolled out Office 2003, I needed to find a way for our users to be able to use what they were used to in Word 200. Then I discovered that I could go into Tools, Customize and from the Commands tab, I could select All Commands and then add the old Mail Merge Helper to my Menu and to my Mail Merge toolbar. I also added the Insert Merge Field to my Mail Merge toolbar. I knew that our users would like to have that ability to use the old Mail Merge Helper. Also, note that the first time we added the Insert Merge Field to the Mail Merge toolbar, it would show a blank list when you clicked on it to insert your fields into your main document. So what we discovered what that you have to drag it off the toolbar and re-add it for it to work. This may help you with your frustration with the new mail merge and inserting fields. Paula "ken sunshine" wrote: I'm new to Word 2003. Mail merge seems to be less user friendly. 1. In earlier versions of Word the mail merge toolbar had a drop down "insert merge field" button which displayed a list of fields. You clicked on a field and moved on. Now the equivalent button opens up a new window which requires selecting the field, clicking OK, clicking close - 3 clicks instead of 1. This is particularly annoying when entering a group of consecutive merge fields on separate lines. The best way seems to be to open the merge field window, insert all the required fields (2 clicks each), close the window and then cursor along entering new line after each field. 2. When selecting the database you could specify a range name in your Excel spreadsheet. I can't seem to be able to do this now 3. When selecting the database a list of records is displayed with check boxes against each record. In one situation I get 30 real records and the 100 or more blank records picked up from the Excel database. I have to delete all and then individually check the real records. I can't even select a block of records (with click and shift click) as you can in most applications. Am I missing something or has mail merge actually gone backwards in user-friendliness. PS Please don't refer me to the wizard's block address facility. |
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