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This week's webinar is a bit of cooking class. The dish? Fresh Mail Merge. This is a process, not just a few clicks. We'll show you some free tools at Office.com that we’ll show you, including a cookbook (of sorts). Go to http://aka.ms/offweb for more information on how to join the series.
What you will learn at Tuesday’s webinar:
References for this webinar:
See past webinars and a schedule for future Office 15-Minute Webinars at http://aka.ms/offweb.
--Doug Thomas
More info on Mail Merge:
Mail Merge: How to send a personalized e-mail to many people at once
Use mail merge to send personalized e-mail messages to your e-mail address listUse mail merge to streamline mass mailings
Comments: (4) Collapse
I cann't.
Karla had a question about picking which Outlook address you send the mail merge from (if you have different accounts, like a home and work account) in Outlook. The merge works with whatever your default account is.
A program manager pointed to our help article here to change your default:
From our help article found here: office.microsoft.com/.../use-mail-merge-to-create-and-print-letters-and-other-documents-HA101857701.aspx.
An excerpt:
An Outlook user profile is a group of e-mail accounts and address books. Usually, you need only one profile — but if you share your computer with other people or use different address books for different purposes, you can set up more than one profile. If, when you start your mail merge, you're using a profile that doesn't include the Contacts folder that you want to use, that folder won't be available.
To switch to a different user profile, restart Outlook. When you're prompted for a profile, choose the profile that includes the Contacts folder that you want to use in the mail merge.
If you aren't prompted for a profile and you know that you have more than one, you may want to set up Outlook so that it prompts you. To do this:
1.Exit Outlook.
2.In Control Panel, click User Accounts, and then click Mail.
3.Click Show Profiles.
4.To be prompted to select a profile each time you start Outlook, click Prompt for a profile to be used, and then click OK.
When is word going to allow us to merge to seperate files for each record in the mail merge data source file. There is a huge need to be able to create seperate word docs from each record in the merge file and customize the file name for each file created.
That is interesting you should describe that functionality as I have just developed a Word Add In (In my spare time over 6 months) that brings SharePoint list data to word and then automates a single document for each row of data returned. It is almost exactly as you describe but unfortunately it only works for SharePoint data. You can check it out at www.dcsoftwaresolutions.com if you like, there are some free licences too :)
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