Thanks for the response.  Now I have another question on the same topic.  

I would rather use the "insert database field" method rather than
"mailmerge" because I hate that annoying confirmation you get upon opening
the document about the SQL statement that will be performed (I know there are
ways around this but it's just one extra thing I need to do) and I don't want
to have to merge to another document and then rename the merged document;  
I'm looking to just have fields of data within my document and be able to
update the document with fresh data upon request.

My question is this: I've incorporated the "mergefield" code {mergefield \*
mergeformat) with the "insert database" code and I have been successful with
getting my results on the same line as my text but now I get brackets around
the data result:  example: <<John Smith>>

I cannot seem to get rid of the brackets permanently -- if I remove them,
the data refresh still works but I get them back again.  Is there any way to
control this and specify how you'd like the data field to be formatted?