If you don't have one set up, selecting this will give you the option to go to a page for more info where you can purchase the service. Validate addresses Uses a third-party address validation technology to check the address in your data source. Select Find Next to scroll though all the matches. When more than one are found, and the first one is highlighted. You can scan all fields in the records, or specify just one, such as City or State. Clearing the box doesn't remove the record from the main recipient list, just clears the box associated with the name.įind recipient Scans and highlights records with fields that match the text you enter. In the list, you can clear the box for any you don't want to include in the mailing. For more info, see Query Options Filter dialog.įind duplicates Scans and displays any duplicate records based on the First and Last names. The list of recipients will re-display to reflect the filter results. Less than or equal or Greater than or equalĬomparisons are not case sensitive, so MEGAN matches with megan, Megan, or mEGAN. For more info, see Query Options Sort dialog.įilter Compares the fields of the list and compares them to one or more strings you provide. The list of recipients will re-display to reflect the sort. Sort Select up to three level of fields to sort in ascending or descending order. Refresh will update the recipient list if it needs it. If you created or own the list, you can also delete records, or customize columns in the data source. Clear any names that you don't want to send to.ĭata Source Select Edit to change individual fields, or add records. The list of recipients Shows all the records that will be used in your mail merge. You may then want to use the "Robbins/Mayor" macro to split the generated documents.Use this dialog to select which recipients you want to send your mailing to. The resulting formulae can then be pasted into a macro and run on the output document. If the includes a query string, you may find you want to build it using a formula, based on other data in the source. You need to amend, and to the appropriate cell references. Into a blank column in the first row, and fill down. You then need to put your source data into Excel (if that isn't where you have it already) and put this formula ="Set Rng = ActiveDocument.Content: FindText:="""&""": Anchor:=Rng, Address:="""&""", TextToDisplay:="""&"""" In your table of source data, you need columns place marker, text_for_display, hyperlink The trick is to add a place marker (text that serves as an ID) wherever you want a hyperlink. Note that this only works for DOCUMENT MERGES, not for EMAIL MERGES, since it relies on processesing the output document. There is a simple alternative - indeed the only alternative AKAIK if you want the hyperlink to vary AND the text that is displayed to vary too (not an unreasonable requirement). I have had limited success with the other suggestions - basically, Word is buggy in this area. I like to style the period text color to white so it looks invisible.You will see the correct link in the address field for each record. To check that the hyperlinks are mapping, right click on the link display text and click edit hyperlink. Make sure not to delete the period (this is important).
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