Join Gini von Courter for an in-depth discussion in this video Matching fields from the data source, part of Word 2010: Mail Merge.
After you identify and select a data source, Word loads the field, or column…names used in your data source, into the Word document.…Let's go ahead and open this VendorApps letter, and notice that it's got a SQL…command that says we need to open a data source too.…We talked about this in a earlier video. Just click Yes here, and you will be…clicking Yes a lot as you open your merge letters from now on.…Let's go to the Mailings tab.…We are already connected to a data source.…We can take a real quick look and see that we have a recipient list.…
This is actually connected to the data source that's called Vendors-with named range.…Now what we want to do is we want to make sure that the names that we used in…our data source match up with the names that Word expects to see.…For example, Word uses First Name, Last Name, Email.…It doesn't really have anything for App Date and Ref Check.…Instead of name of company, it uses Company, and instead of Business Street or…Bus Street, it uses Address 1 and Address 2.…
AuthorGini von Courter
- Choosing or creating a data source
- Using Mail Merge with Outlook contacts
- Merging data from an Excel spreadsheet
- Inserting address blocks and greetings
- Matching fields from a data source
- Previewing merge results
- Using rules for customized merges
Skill Level Intermediate
Excel 2010: Tips, Tricks, and Shortcutswith Dennis Taylor3h 43m Intermediate
1. Creating Personalized Letters
2. Creating Other Types of Merged Documents
3. Using Rules for Customized Merges
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