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MS Office Forum / Word / Mailmerge and Fax / May 2004problem with sort/filter settings being retained in word 2002
We just upgraded from word97 to word 2002. I received the support call issue and have been unable to find out if this has changed or why the qualifiers are not retained. "I am in the process of moving work from NT to XP. On the NT side I was able to set up mail merge templates and use the mail merge helper to enter qualifiers for the letters. When I do this same thing on the XP side, I can enter the qualifiers and merge the letters. Everything works fine. Then if I go back into the mail merge template, I have lost the qualifiers. It's as if it only works the one time." When I called her to clarify "qualifiers" she indicated it was the filters and sorting settings she was losing. Any ideas would be appreciated. Hi Ellen, It would help to know - the type of data source - whether the user is using the default connection to the data source, or selecting one specifically - whether the data source is stored in a network location - if the filters are being set ONLY in the Recipients dialog box, or whether Query Options (the dialog box used in Word 97) are being used It would also be important to know which Service Packs for Office XP have been installed. > We just upgraded from word97 to word 2002. I received the > support call issue and have been unable to find out if [quoted text clipped - 11 lines] > When I called her to clarify "qualifiers" she indicated it > was the filters and sorting settings she was losing. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Sep 30 2003) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) I checked with the person who is having the problem and this is what she sent back to me: "I was selecting my data source which was a table. I started by selecting the records through the recepient's list and that didn't work. Then I decided to go through the mail merge helper like we had on Word 97. When I would change the query options in mail merge helper, it would work for my test. After closing and saving the mail merge document and then going back into it, the qualifiers would be gone" We are currently at SP2 for OfficeXP. We are in the process of testing the SP3 in our test lab with the corporate baseload to verify there are no issues. We plan to rollout this out via SMS in the next 4 - 8 weeks. >-----Original Message----- >Hi Ellen, [quoted text clipped - 38 lines] > >. Hi Ellen, I'm going to be "ornery" - sorry :-) I do need answers to ALL the questions: - the type of data source: Is it a Word, Excel or Access (or other) table? - whether the user is using the default connection to the data source, or selecting one specifically (probably the default; if she doesn't know, it's the default) - whether the data source is stored in a network location > "I was selecting my data source which was a table. I > started by selecting the records through the recepient's [quoted text clipped - 9 lines] > corporate baseload to verify there are no issues. We plan > to rollout this out via SMS in the next 4 - 8 weeks. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Sep 30 2003) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) Cindy, Thanks for your persistence in trying to help. I had to contact her again and explain a few things so I could get the answers you still need. Type of data source is an access table. Type of connection: She doesn't know so assuming the default. Where the data source is located: It is on a network server along with the mail merge main document. Hopefully this gives you the information you need. I was in a Microsoft class for three days this week so I hadn't had a chance to get this information sooner. Ellen >-----Original Message----- >Hi Ellen, [quoted text clipped - 35 lines] > >. Hi Ellen I'm guessing what we may be dealing with here is a problem with permissions, since the database is on a network. See if this helps at all: "this issue may occur if the following registry entries and their sub-entries were not set to Every-Full Control permission. HKEY_CLASSES_ROOT\Access.Application HKEY_CLASSES_ROOT\Access.Application.10" And also, ask her to activate "Confirm conversions on open" in Tools/Options/General, to select the database again, and this time specifically choose DDE (or ODBC, if DDE doesn't work) to make the connection, by passing the default OLE DB. > Thanks for your persistence in trying to help. I had to > contact her again and explain a few things so I could get [quoted text clipped - 28 lines] > plan > >> to rollout this out via SMS in the next 4 - 8 weeks. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Sep 30 2003) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) Cindy, Turning on the Confirm conversions on open and selecting the database connection type (she used DDE) resolved the issue for her. Thanks for your help - Ellen >-----Original Message----- >Hi Ellen [quoted text clipped - 57 lines] > >. |
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