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Word Mail Merge

Word Mail Merge

一、     Excel：Company information

二、     Word：

1.       Open Word 2007→office Button→New→輸入“Notice”→“Letter notifying customer of past due bill”→Download。

2.       填寫自己的信息。

3.       Mailings→Select Recipients→Use Existing List→Open製作好的“Company information”

4.       Highlight [Recipient Name]→Insert Merge Field→選擇Name→Preview Results。

5.       Highlight [Title]→Rules→If…Then…Else→

1)      Field name = Gender; Equal to M; Insert this text = Mr. ; Otherwise insert this text = Ms.

6.       Highlight [Company Name]→Insert Merge Field→Company。

7.       Highlight [Street Address]→Insert Merge Field→Street Address。

8.       Highlight [City, ST ZIP Code]→Insert Merge Field→City Zip Code。

9.       下面一行→Insert Merge Field→Tel.

10.  Highlight [Recipient Name]→Insert Merge Field→選擇Name。

11.  Finish & Merge→Edit individual Documents→All→OK