Performing a Mail Merge in MS Word
This Solution provides step-by-step instructions for using Microsoft Word's Mail Merge feature with Big Business Customer data. (5659)
In Big Business:
1. From the File menu or InfoCenter toolbar, select Reports
2. Select the first report, Customer Address List by clicking once on it.
3. Click the Save to Disk button
4. Save the text file, Customer Address List, in a convenient location, such as your desktop.
In MS Word change your export file to a Word Document:
5. From the File menu, select Open
6. Change the File Type on the Open dialog to Text (.txt)
7. Open the file created in step 4 above
8. From the File menu, select Save As...
9. On the Save dialog, change the File Type to Word Document (.doc)
Use Word's Mail Merge Helper:
10. From the Tools menu, select Mail Merge
11. On the Mail Merge Helper, in step 1, click the Create button and select Form Letters, Mailing Labels, etc. as appropriate.
12. On the Mail Merge Helper, in step 2, click Get Data, select Open Data Source...
13. Open the file created in step 9 above (Customer Address List.doc).
Setup your Merge:
14. Using the Insert Merge Field pulldown select the first field to be inserted.
15. Type in necessary punctuation, such a Enter (Return) or a comma and space as in, "<City>, <State>", then select the next Merge Field. Repeat until your template is complete.
16. On the Mail Merge Helper, in step 3, click Merge to create the final document. It is recommended that you click Check Errors and choose the option which does not pause for errors. Then, click Merge to finish.
You can repeat steps 10 though 16 to create another Merge with the same data without re-selecting the Data Source (steps 12-13).
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