word 2003 mailmerge with excel

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Michelle - 21 Mar 2007 14:58 GMT

when a presaved word template automatically merges with a spreadsheet is
there an easy way to do the merge and only pick one record to merge? are
there any shortcuts to do the merge period?

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Michelle

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CS Hayes - 28 Mar 2007 02:17 GMT

On the mail merge tool bar there is a button that looks like a table with a
pencil on it called "mail merge recipients" click on that and uncheck all
and then check the ones you want.

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Chris Hayes
Still a beginner

> when a presaved word template automatically merges with a spreadsheet is
> there an easy way to do the merge and only pick one record to merge? are
> there any shortcuts to do the merge period?

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Michelle - 03 Apr 2007 16:32 GMT

Thanks for the response Chris. The problem is that it now brings up the info
from that in Access when the data is already open in Excel and I can't use
it. What used to take 3 steps to do the merge now takes 12 every time. Any
ideas?

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Michelle

> On the mail merge tool bar there is a button that looks like a table with a
> pencil on it called "mail merge recipients" click on that and uncheck all
[quoted text clipped - 3 lines]
> > there an easy way to do the merge and only pick one record to merge? are
> > there any shortcuts to do the merge period?

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Doug Robbins - Word MVP - 03 Apr 2007 21:07 GMT

What were the three steps? Whatever you used to do before, should still be
possible.

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Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

> Thanks for the response Chris. The problem is that it now brings up the
> info
[quoted text clipped - 14 lines]
>> > are
>> > there any shortcuts to do the merge period?

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Michelle - 05 Apr 2007 16:22 GMT

Doug

Sorry I was referring to how we used to be able to do a mailmerge with word
2000. When we had a word doc that had an excel spreadsheet as it's data
source you would click on step one (the word doc), then step 2 get the data
source (the spreadsheet) then step 3 was the merge itself with the excel
data. with word 2003 it will open the spreadsheet and minimize it at the
bottom of the page but now it opens up the data in an access and it now takes
12 clicks to accomplish the same thing that used to take 3. any shortcut
ideas would be greatly appreciated as well as how to use the spreadsheet
again (if possible).

thanks

michelle

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Michelle

> What were the three steps? Whatever you used to do before, should still be
> possible.
[quoted text clipped - 17 lines]
> >> > are
> >> > there any shortcuts to do the merge period?

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Doug Robbins - Word MVP - 05 Apr 2007 18:46 GMT

From the Tools menu, select Customize and then select the All Commands
category and scroll down through the list of commands until you see the Mail
Merge Helper item. Click and drag that onto a toolbar or the expanded Tools
menu. That will give you back the old three-step interface.

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Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

> Doug
>
[quoted text clipped - 41 lines]
>> >> > are
>> >> > there any shortcuts to do the merge period?

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Michelle - 05 Apr 2007 20:22 GMT

Doug

thanks so much, that is what i needed. the users will be happy with a
solution.

have a wonderful weekend.

michelle

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Michelle

> From the Tools menu, select Customize and then select the All Commands
> category and scroll down through the list of commands until you see the Mail
[quoted text clipped - 46 lines]
> >> >> > are
> >> >> > there any shortcuts to do the merge period?

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