One of our heavy Word users has had problems with MS Office 2000 and doing e-mail merges. Last Friday they need to send out a simple e-mail merge, which we did, without any problems. Today they needed to send a customized e-mail so I had to figure out how to do this.
One note on the help file, it's pretty vague, so I spent most of the time trying to figure out how to do it. First I had to create a database connection, even though it was to a spreadsheet they call it a database. You do this by going to the INSERT menu, select FIELDS, select OTHERS, click on the DATABASE tab, click on the BROWSE button to select your source.
After you have the connection setup, you can open the Data Source View by going to the VIEW menu and selecting DATA SOURCE, or pressing the F4 key on your keyboard. This will allow you to see the fields in your database and, dragging the field headings into the document allow you to create the merge fields in the document.
After you have your document editing finished, you go to the TOOLS menu, select MAIL MERGE WIZARD and step through the wizard to complete the process. The e-mail mail merge works well as it deals directly with your SMTP server and not going through Outlook and thus running into the macro security.
One of our heavy Word users has had problems with MS Office 2000 and doing e-mail merges. Last Friday they need to send out a simple e-mail merge, which we did, without any problems. Today they needed to send a customized e-mail so I had to figure out how to do this.
One note on the help file, it's pretty vague, so I spent most of the time trying to figure out how to do it. First I had to create a database connection, even though it was to a spreadsheet they call it a database. You do this by going to the INSERT menu, select FIELDS, select OTHERS, click on the DATABASE tab, click on the BROWSE button to select your source.
After you have the connection setup, you can open the Data Source View by going to the VIEW menu and selecting DATA SOURCE, or pressing the F4 key on your keyboard. This will allow you to see the fields in your database and, dragging the field headings into the document allow you to create the merge fields in the document.
After you have your document editing finished, you go to the TOOLS menu, select MAIL MERGE WIZARD and step through the wizard to complete the process. The e-mail mail merge works well as it deals directly with your SMTP server and not going through Outlook and thus running into the macro security.
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