How to Mail Merge Letters - Office 365 - Kevin Stratvert
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Date: 2022-03-15
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Comments and reviews: 10
Jennifer
Hi Kevin - The videos are great. I am looking to use mail merge, using an excel file, but what I want to know is how to send a manager a letter listing several different accomplishments by one employee for team recognition. For example, send to manager, using employee full name and showing a list of items that the employee accomplished. I need the list of accomplishments to pull into the merge letter on different lines. How do I set up excel in order to pull in a list to mail merge? I have over 100 lines in excel, so I sort by manager name then by employee in order to sort and find the list of accomplishments. Some managers only have 1 employee with one accomplishment, so that is easy. There are some managers that have one employee that have accomplished five items.I am not sure how to pull in those five items into mail merge on separe lines. I hope that makes sense. Thak you.
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Hi Kevin - The videos are great. I am looking to use mail merge, using an excel file, but what I want to know is how to send a manager a letter listing several different accomplishments by one employee for team recognition. For example, send to manager, using employee full name and showing a list of items that the employee accomplished. I need the list of accomplishments to pull into the merge letter on different lines. How do I set up excel in order to pull in a list to mail merge? I have over 100 lines in excel, so I sort by manager name then by employee in order to sort and find the list of accomplishments. Some managers only have 1 employee with one accomplishment, so that is easy. There are some managers that have one employee that have accomplished five items.I am not sure how to pull in those five items into mail merge on separe lines. I hope that makes sense. Thak you.
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VVVRCPA
I use mail merge frequently. One aspect I still haven-t perfected is how to insert number fields in the document and have the commas and decimal points line up in a column of eight items. I send out 600+ letters and amounts are different in each of the 600 letters. For some letters the amounts might be in the hundreds of thousands for one field and less than $100 in a field below that. Sometimes they line up and sometimes they don-t. How can I get consistent results? I-m in Office365. Thanks!
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I use mail merge frequently. One aspect I still haven-t perfected is how to insert number fields in the document and have the commas and decimal points line up in a column of eight items. I send out 600+ letters and amounts are different in each of the 600 letters. For some letters the amounts might be in the hundreds of thousands for one field and less than $100 in a field below that. Sometimes they line up and sometimes they don-t. How can I get consistent results? I-m in Office365. Thanks!
reply
Tiffany
Thanks for the video Kevin, can you offer a solution to mail merge to individual PDFs named by one of the fields in the source file? For example, this mail merge tutorial is for one PDF but I would like to save each letter individually by -Full_Name- for example. Ultimately, I will need to email them individually (or in a zip file). Let me know :) Thanks!
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Thanks for the video Kevin, can you offer a solution to mail merge to individual PDFs named by one of the fields in the source file? For example, this mail merge tutorial is for one PDF but I would like to save each letter individually by -Full_Name- for example. Ultimately, I will need to email them individually (or in a zip file). Let me know :) Thanks!
reply
mike
I remember having to type the individual letters to several people. This feature is great. Your tutorial was excellent, voice tone, display menu selections and instructions were the clearest of several videos that I found. I only do this once a year, just saw this and you made my life much easier. Thank you.
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I remember having to type the individual letters to several people. This feature is great. Your tutorial was excellent, voice tone, display menu selections and instructions were the clearest of several videos that I found. I only do this once a year, just saw this and you made my life much easier. Thank you.
reply
itech
How would you remove a data source to the same letter? Had to block out first four digits of an account # . After modifying the excel spread sheet ,not taking the updated list. Still showing full account #
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How would you remove a data source to the same letter? Had to block out first four digits of an account # . After modifying the excel spread sheet ,not taking the updated list. Still showing full account #
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Mike
Please remove the reference to Office 365. Merge does not exist on that. This video is how to merge letters with the desktop version of Office. If you only have Microsoft 365, you cannot merge documents.
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Please remove the reference to Office 365. Merge does not exist on that. This video is how to merge letters with the desktop version of Office. If you only have Microsoft 365, you cannot merge documents.
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Kit
I would like to mail merge and keep the formatting (% $ amounts etc) from Excel like we could do with DDE.
How do we do that with Microsoft 365?
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I would like to mail merge and keep the formatting (% $ amounts etc) from Excel like we could do with DDE.
How do we do that with Microsoft 365?
reply
Debbie
Hi, do you have the tutorial on how to send it via email? I am not the one who will print it but someone who lives far away
from me.
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Hi, do you have the tutorial on how to send it via email? I am not the one who will print it but someone who lives far away
from me.
reply
Paromita
Hi Kevin, your video tutorials are extremely helpful. Please post tutorial on Quick Parts & Building Blocks in MS Word. Thank you.
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Hi Kevin, your video tutorials are extremely helpful. Please post tutorial on Quick Parts & Building Blocks in MS Word. Thank you.
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Dwight
Mr. Stratvert, U used Excel to create your Data Base of Contacts. My Question is Can U Use Access to Create the Contact Data Base?
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Mr. Stratvert, U used Excel to create your Data Base of Contacts. My Question is Can U Use Access to Create the Contact Data Base?
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