Creating Mail Merges. Instruction Guide. For Use with Microsoft Word 2002/2003 (XP)

Size: px
Start display at page:

Download "Creating Mail Merges. Instruction Guide. For Use with Microsoft Word 2002/2003 (XP)"

Transcription

1 Creating Mail Merges Instruction Guide For Use with Microsoft Word 2002/2003 (XP) Copyright 2005

2

3 Table of Contents Introduction...2 Export File...2 Creating a Membership Export File...3 MemberAssist Creating an Export Layout in MemberAssist Using Wildcat Creating a Form Letter...9 Microsoft Word Microsoft Word 2003 (XP) Mail Merge Toolbar List of Icons in Mail Merge Toolbar Creating Mail Merge Labels Microsoft Word Microsoft Word 2003 (XP)

4 Introduction This instruction guide has been created to assist users when producing Mail Merge Templates using Microsoft Word 2002 and Microsoft Word To check the version of word operating on your pc, open Word and click HELP and ABOUT. For more information or to create a mail merge at your own pace, use Microsoft Word HELP in Microsoft Word (press F1) and follow the instructions. Export File This booklet also gives instructions on how to create the export file to be used in the Mail Merge. The instructions are for use with the two maxgaming membership programs only MemberAssist and Wildcat Card Services. For details on other programs please contact the software supplier. 2

5 Creating a Membership Export File MemberAssist 1.50 Open the MemberAssist membership program. Under the Members rung, click once on EXPORT DATA. In the left of the screen will be a selection of export layouts previously created (if none, see section on CREATING EXPORT LAYOUTS). Click on the layout you wish to use. At the right of the screen type in the path and filename or click the open icon (yellow folder), browse to where the file will be saved and call it MAILMERGE.CSV Click SAVE DATA to save the path. Leave the Delimiter as,(comma). Under SELECT RECORD, select the membership records you wish to merge. If you don t want to use the Current Export Selection, click on the binoculars to display the search form and choose the selection required. If you already have a saved filter selection, choose USE SAVED FILTER and select the filter from the drop-down box. In EXPORT FORMAT, choose MAIL MERGE. In EXPORT FIELD NAMES, choose YES. In SORT BY, choose how you would like the export to sort the information Once all selections have been made click on the green arrow (as shown at right) to process the export. If the export is successful the prompt screens (as shown at right) will display and the file will be saved at the specified path. 3

6 Creating an Export Layout in MemberAssist 1.50 Under the SETUP rung, select CREATE EXPORT LAYOUTS In the top left corner of the screen, choose ADD NEW RECORD. Complete the Layout Name and Description as shown at right. Under the LAYOUT FIELDS section, place a tick in the USE box (click in the box) to select the fields for the export). Recommended fields to use: 1. Title 2. Surname 3. Preferred_Name 4. Mail_Address_1 5. Mail_Address_2 6. Mail_Address_3 7. Mail_State 8. Mail_Post_code In the ORDER column number the fields as per the recommended fields above. Click SAVE DATA (floppy disk icon in top left of screen. The export layout is now saved. To use the layout you have created see the section on Creating a Membership Export File. 4

7 Using Wildcat 5.3 All reports available in Wildcat can be exported whether for player loyalty, membership or poker machine related. Open Wildcat Click Promotions Click Manager Utilities Click Reports In the Reports folders, choose the report to export (depending on the information you wish to see in the export). The table below gives an example of reports that could be used for the export file. Birthday Mailout What do I want to do? Full Membership Mailout or by - particular member type - rating grade - gender - age group Unfinancial Members Members who aren t using the card in the poker machines Simple Mail Merge (Name/Address etc) Which Report would I use? Members Birthday Membership Grouping Detail Membership Renewal (using expiry date) Inactive Members Patron Export Report Double click on the report you wish to use (the following example is using the Membership Grouping Detail different reports will have different wizards). In the first wizard, choose the Grouping Criteria for the report. Once a group has been selected the options will appear in the white box below the grouping criteria. 5

8 Click NEXT to move to the next wizard. In this wizard you can split the gender of the members between mail and female otherwise select ALL PATRONS. Click NEXT to move to the next wizard. Define the age group to export or place a tick in the ALL box for all age groups. Click NEXT to move to the next wizard. This wizard will default to include only people who are happy to receive communication from the site. Remove the tick (click in the white box) if you want all members to appear in the export file (regardless of whether or not they have the box ticked). 6

9 Click FINISH and the report will generate on the screen. In the Reports icons, select the EXPORT option. The Export Report screen will display with the Export File Type (defaulting to Excel Spreadsheet). Using the drop-down box select TEXT-COMMA SEPARATED VALUES. This enables the file to be opened by wordpad as well as excel. Click BROWSE and identify where you would like to save the file. The file can be saved to an existing folder, you can create a new folder or you can drop it on a floppy disk or any other portable storage device. Call the file MAILMERGE.CSV and click SAVE. This will take you back to the export data screen. 7

10 Click OK and Wildcat will export the file. If successful a prompt box will appear. The membership export file has now been created and the Mail Merge can be started. Please Note: Because the program that operates Wildcat uses important site data, all exports will contact information like site ID s, CSS IDs, Membership codes, status etc. Most of these fields are unneccessary for a mail merge and can be ignored when completing the merge. 8

11 Creating a Form Letter Microsoft Word 2002 To create the form letter, open Microsoft Word On the Tools menu, click Mail Merge. The Mail Merge Helper will appear. Under MAIN DOCUMENT, click CREATE, and then click FORM LETTERS. The following dialogue box will appear: Click ACTIVE WINDOW. This choice means the document already open becomes the main document. In Step 2 of the Mail Merge Helper dialogue box, under DATA SOURCE, select OPEN DATA SOURCE from the GET DATA list. 9

12 The following screen will appear: Find the file exported from the Membership program and click OPEN. (If you can't find it, make sure that you select 'All Files in Files of type list at the base of the screen.) The following screen will appear: Select EDIT MAIN DOCUMENT. In the main document, type the letter using the layout that you want to appear in every form letter. Where you want particular names and addresses etc to be, the MERGE FIELDS need to be insterted. Click in the main document where you want the merge field to appear. The cursor should be flashing to indicate it s location. At the top of the computer screen will be an INSERT MERGE FIELD option. Click and the field names from the export file should appear. Click the field name you want to appear in the document. Ensure you make provision for spaces between words. 10

13 If you plan on using this merge document again, cnce you have inserted the merge fields, save the document (i.e mergelettertemplate.doc). You are now ready to merge the export file and the Form letter. Select the MERGE option from the tool bar. After you complete the main document and insert all of the merge fields, click SAVE AS on the FILE menu. Name the document, and then click SAVE. For more information, refer to the Microsoft Word help documentation. The text will appear on the merged fields in the way that the text appears in your database. For example, if all of the members' names are in upper case, they will appear in uppercase in the form letter. If you have not filled in any fields in the database, they may appear blank in the form letter. Reusing an Existing Template. If you wish create another letter merge using different data: 1. Create the new export file using normal export procedures. Ensure the new export file has identical row headings and the same filename as previously used. 2. Open the Merge Template file 3. Click MERGE 4. At the Merge Window, under Data Source you should see the path of the export file i.e. (C:\Memshipfile.csv). 5. Click Merge and the new data will merge into another document which can be printed. Please Note: When closing the Merge Template, don t save any changes and the template can be used again. 11

14 Microsoft Word 2003 (XP) There are 6 steps involved in creating and merging a letter in Word On the Tools menu, point to Letters and Mailings, and then click MAIL MERGE WIZARD. The wizard will appear in a bar on the far right-hand corner of the screen. Under Select document type, click LETTERS. The document you currently have open will become the document in which the form letter will be created. Click Next:Starting document at the bottom right-hand corner of the screen. Select USE THE CURRENT DOCUMENT. Select Next: Select Recipients at the bottom right-hand corner of the screen. Select USE AN EXISTING LIST. In the section below this option, click on BROWSE. In the prompt screen that appears, locate the export file that you created from the membership program. Double click on the file or click once and select OPEN. The Mail Merge Receipients screen will appear. Select OK. Click Next:Write your letter to move to the next screen. 12

15 In this screen, write your form letter. This is the layout that will appear in every form letter. Where you want particular names and addresses etc to be insterted, insert merge fields by using the options shown at right. To show the Merge Fields from your export file, click MORE ITEMS. The Insert Merge Field screen will appear (as shown bottom right). Select a field in the list and use the INSERT button to put the field in the form letter. Ensure you make provisions in the letter for spaces between words. When you have finished designing the form letter, select Next: Preview your letter at the Mail Merge wizard. When you are satisfied with your letter, select Next: Complete the merge. At the Complete the merge screen, select EDIT INDIVIDUAL LETTERS. Ensure that ALL is selected and click OK. Your letters will appear in a new document. Select PRINT and the letterw will print. For more information, refer to the Microsoft Word help documentation. The text will appear on the merged fields in the way that the text appears in your database. For example, if all of the members' names are in upper case, they will appear in uppercase in the labels. If you have not filled in any fields in the database, they may appear blank in the labels. Mail Merge Toolbar The mail merge procedure can be completed more efficiently using the Mail Merge Toolbar. Click TOOLS/CUSTOMISE and select the Toolbar TAB. Ensure Mail Merge is ticked and click CLOSE. Moving from left to right, the procedure can be completed using the same procedures as previously listed. 13

16 List of Icons in Mail Merge Toolbar To identify the use of each icon, rest the mouse pointer on the icon to show the command line. Reading from Left to right the icons are as follows: Main Document Setup Open Data Source Mail Merge Recipients Insert Address Block Insert Greeting Line Insert Merge Fields Insert Word Field View Merged Data Highlight Merge Field Match Fields Propogate Labels First Record Previous Record Go To Record (Current Record) Next Record Last Record Find Entry Check for Errors Merge To New Document Merge to Printer Merge to Merge To Fax 14

17 Creating Mail Merge Labels Microsoft Word 2002 If you are not using window envelopes, you may wish to create mailing labels to go on the front of the envelopes for your mail out. Custom mailing labelcan use the same export file from the membership program that you used for the form letter. To create custom mailing labels in Microsoft Word 2002 On the Tools menu, click Mail Merge. Under Main document, click CREATE, and then click MAILING LABELS. The following dialogue box will appear: Click ACTIVE WINDOW. The active document becomes the main document. In step 2 of the Mail Merge Helper dialogue box, uncer DATA SOURCE, click GET DATA, then OPEN DATA SOURCE. 15

18 The following screen will appear: Find the file exported from the Membership program and click OPEN. (If you can't find it, make sure that you select 'All Files in the Files of Type list at the base of the screen.) The following screen will appear: Select SET UP MAIN DOCUMENT and the Label Options screen will appear. Select the labels that you intend to print on in the Label product and Product number lists and click OK. 16

19 The CREATE LABELS screen will appear: Using the INSERT MERGE FIELD button, insert all of the fields that you want to appear on the custom mailing label. When you have arranged them appropriately, select OK. If you plan on re-using this layout, save the file now (i.e.labelsmergetemplate.doc). Next, at step 3 of the Mail Merge Helper dialogue box, select MERGE. 17

20 The Merge box will appear: Click the MERGE button. The mailing labels will be generated onto a new document where you can print them out. For more information, refer to the Microsoft Word help documentation. The text will appear on the merged fields in the way that the text appears in your database. For example, if all of the members' names are in upper case, they will appear in uppercase in the labels. If you have not filled in any fields in the database, they may appear blank in the labels. 18

21 Microsoft Word 2003 (XP) On the Tools menu, point to Letters and Mailings, Click MAIL MERGE WIZARD. The wizard will appear in a bar on the far righthand corner of the screen. Under SELECT DOCUMENT TYPE, click LABEL. Click Next: Starting document at the bottom right hand corner of the screen. At the next stage of the Mail Merge helper, ensure USE THE CURRENT DOCUMENT is selected. The document you currently have open will become the document that the custom mailing labels based off. In the Change document layout section at the bottom of the Mail Merge Help, click LABEL OPTIONS. The Label Options screen will appear. Using the options shown, select the labels you intend to print on and then click OK (most labels will have a specific code choosing this code will automatically create a template matching the label code). Once the label type has been specified, click OK. Click NEXT to move to the next section of the Mail Merge helper. 19

22 Next, select USE AN EXISTING LIST from the SELECT RECIPIENTS section on the Mail Merge Wizard. Click SELECT RECIPIENT LIST and select the file you exported from the membership program. Click OK. The Mail Merge Recipients screen will appear. Select OK. Select Next: Arrange your labels to move on to the next stage. Next, add the merge fields to your document. Click into the first empty label box in the document. Select MORE ITEMS from the Mail Merge Wizard. The Insert Merge Field box will appear: Select the fields (taken from the document you exported from Membership) and add them to the Word document by selecting the field in the list and clicking INSERT. When you have added all the fields, click in the Word document arrange the fields how you want them to appear. For example put First Names and Surname on the same line, separated by a space. press return on the keyboard after each Mail_Address field. put Mail_State and Mail_Post_Code on the same line, separated by a space. When you are finished, the fields on the labels should look similar to the picture at right: Click on UPDATE ALL LABELS in the REPLICATE LABELS section. This will copy the fields you inserted to all the labels in the document. Select Next: Preview your labels to move to the next screen. At this stage, preview your labels. Any errors in the data will have come from the file exported from your membership system. If there are blank fields in the export data there will be blank fields in the mailing labels. If all of your data is in capitals, then the mailing labels will also be capitals. 20

23 Select Next: Complete the merge to move to the next screen. At the last screen of the Mail Merge Wizard, select either: PRINT to send the labels to the printer; or EDIT INDIVIDUAL LABELS to merge them to a final document. The Merge to New Document screen will Select ALL and then click OK. You can then print the labels normally from this final document or save it for future use. 21

Mail Merge Creating Mailing Labels 3/23/2011

Mail Merge Creating Mailing Labels 3/23/2011 Creating Mailing Labels in Microsoft Word Address data in a Microsoft Excel file can be turned into mailing labels in Microsoft Word through a mail merge process. First, obtain or create an Excel spreadsheet

More information

What is a Mail Merge?

What is a Mail Merge? NDUS Training and Documentation What is a Mail Merge? A mail merge is generally used to personalize form letters, to produce mailing labels and for mass mailings. A mail merge can be very helpful if you

More information

Using Word 2007 For Mail Merge

Using Word 2007 For Mail Merge Using Word 2007 For Mail Merge Introduction This document assumes that you are familiar with using Word for word processing, with the use of a computer keyboard and mouse and you have a working knowledge

More information

To export data formatted for Avery labels -

To export data formatted for Avery labels - Information used to create labels in the Client Data System (CDS) can be exported out of CDS and used to create labels in Microsoft Word, making it possible to customize the font style, size, and color.

More information

Merging Labels, Letters, and Envelopes Word 2013

Merging Labels, Letters, and Envelopes Word 2013 Merging Labels, Letters, and Envelopes Word 2013 Merging... 1 Types of Merges... 1 The Merging Process... 2 Labels - A Page of the Same... 2 Labels - A Blank Page... 3 Creating Custom Labels... 3 Merged

More information

Creating an Excel Database for a Mail Merge on a PC. Excel Spreadsheet Mail Merge. 0 of 8 Mail merge (PC)

Creating an Excel Database for a Mail Merge on a PC. Excel Spreadsheet Mail Merge. 0 of 8 Mail merge (PC) Creating an Excel Database for a Mail Merge on a PC Excel Spreadsheet Mail Merge 0 of 8 Creating an Excel Database for a Mail Merge on a PC 1. To create a database for a mail merge you will first need

More information

Create Mailing Labels from an Electronic File

Create Mailing Labels from an Electronic File Create Mailing Labels from an Electronic File Microsoft Word 2002 (XP) Electronic data requests for mailing labels will be filled by providing the requester with a commadelimited text file. When you receive

More information

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data

Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Mail Merge: Create Mailing Labels Using Excel Data and Filtering the Contents in the Data Prior to starting this, please save the.csv file that you exported as an excel file (example: xxxx.csv will now

More information

Microsoft Office. Mail Merge in Microsoft Word

Microsoft Office. Mail Merge in Microsoft Word Microsoft Office Mail Merge in Microsoft Word TABLE OF CONTENTS Microsoft Office... 1 Mail Merge in Microsoft Word... 1 CREATE THE SMS DATAFILE FOR EXPORT... 3 Add A Label Row To The Excel File... 3 Backup

More information

Learning Services IT Guide. Access 2013

Learning Services IT Guide. Access 2013 Learning Services IT Guide Access 2013 Microsoft Access is a programme which allows you to store a lot of information easily in the form of a database. For example you could create a database which stored

More information

Mail Merge in Word. Workbook

Mail Merge in Word. Workbook Mail Merge in Word Workbook Edition 3 December 2007 Mail Merge in Word Edition 3, December, 2007 Document Number: B.2.-WB.3468 iv Preface Preface The Mail Merge feature enables you to take information

More information

Avery Wizard: Using the wizard with Microsoft Word. This is a simple step-by-step guide showing how to use the Avery wizard in word

Avery Wizard: Using the wizard with Microsoft Word. This is a simple step-by-step guide showing how to use the Avery wizard in word Avery Wizard: Using the wizard with Microsoft Word This is a simple step-by-step guide showing how to use the Avery wizard in word Open up a blank document in Microsoft Word and click the Avery Tab at

More information

In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class.

In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class. Creating a Pie Graph Step-by-step directions In this example, Mrs. Smith is looking to create graphs that represent the ethnic diversity of the 24 students in her 4 th grade class. 1. Enter Data A. Open

More information

Microsoft Office Word 2013

Microsoft Office Word 2013 Microsoft Office Word 2013 Mail Merge and Creating Forms University Information Technology Services Training, Outreach & Learning Technologies Copyright 2014 KSU Department of University Information Technology

More information

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates...

Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4. How to Create Letter Templates... THE DOCUMENT MANAGER Chapter 14 THE DOCUMENT MANAGER CONTENTS Overview... 2 How to Add New Documents... 3 Adding a Note / SMS or Phone Message... 3 Adding a New Letter... 4 How to Create Letter Templates...

More information

Using Mail Merge to Create Form Letters and Labels

Using Mail Merge to Create Form Letters and Labels Using Mail Merge to Create Form Letters and Labels 1. Open the word document on your floppy: Practice letter 2. Go to Tools > Mail Merge. The Mail Merger Helper appears. We are going to create form letters,

More information

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail.

The first thing to do is choose if you are creating a mail merge for printing or an e-mail merge for distribution over e-mail. Create a mail or e-mail merge Use mail or e-mail merge when you want to create a large number of documents that are mostly identical but include some unique information. For example, you can use mail merge

More information

TABLE OF CONTENTS I. MAIL MERGING...1 II. MAIL MERGE WIZARD...1 III. MAIL MERGE TOOLBAR...4 PRINTING LABELS AND ENVELOPES...4

TABLE OF CONTENTS I. MAIL MERGING...1 II. MAIL MERGE WIZARD...1 III. MAIL MERGE TOOLBAR...4 PRINTING LABELS AND ENVELOPES...4 TABLE OF CONTENTS I. MAIL MERGING...1 II. MAIL MERGE WIZARD...1 1. CREATING A NEW LETTER AND DATA LIST...1 2. CREATING A NEW LETTER USING AN EXISTING DATA LIST...3 III. MAIL MERGE TOOLBAR...4 MERGING EXISTING

More information

EMAILING USING HOTMAIL

EMAILING USING HOTMAIL EMAILING USING HOTMAIL Signing into Your Email Account Open up explorer and type in www.hotmail.com in the address bar. Enter your email address. Hit the tab key on the keyboard and enter your password.

More information

Creating an Excel Spreadsheet for Mail Merge. Excel Spreadsheet Mail Merge. 1 of 9 Design & Print Offline: Mail Merge

Creating an Excel Spreadsheet for Mail Merge. Excel Spreadsheet Mail Merge. 1 of 9 Design & Print Offline: Mail Merge Creating an Excel Spreadsheet for Mail Merge Excel Spreadsheet Mail Merge 1 of 9 Creating an Excel Database for a Mail Merge 1. To create a database for a mail merge you will first need to open Microsoft

More information

Mail Merge (Microsoft Office 2010)

Mail Merge (Microsoft Office 2010) Mail Merge (Microsoft Office 2010) Microsoft Word s 2010 mail merge feature allows users to create one document, such as a customer appreciation letter, promotional letter, or an employee appreciation

More information

Microsoft Word 2007 - Mail Merge

Microsoft Word 2007 - Mail Merge Microsoft Word 2007 - Mail Merge Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a set of data or data source. It is the process

More information

MICROSOFT ACCESS 2007 BOOK 2

MICROSOFT ACCESS 2007 BOOK 2 MICROSOFT ACCESS 2007 BOOK 2 4.1 INTRODUCTION TO ACCESS FIRST ENCOUNTER WITH ACCESS 2007 P 205 Access is activated by means of Start, Programs, Microsoft Access or clicking on the icon. The window opened

More information

Microsoft Word 2013: Mail Merge

Microsoft Word 2013: Mail Merge Microsoft Word 2013: Mail Merge Mail merge is a tool which allows you to create form letters, mailing labels and envelopes by linking a main document to a data source. It is the process of combining a

More information

Microsoft Access 2010 handout

Microsoft Access 2010 handout Microsoft Access 2010 handout Access 2010 is a relational database program you can use to create and manage large quantities of data. You can use Access to manage anything from a home inventory to a giant

More information

Importing Contacts to Outlook

Importing Contacts to Outlook Importing Contacts to Outlook 1. The first step is to create a file of your contacts from the National Chapter Database. 2. You create this file under Reporting, Multiple. You will follow steps 1 and 2

More information

Introduction to Microsoft Access 2010

Introduction to Microsoft Access 2010 Introduction to Microsoft Access 2010 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels

Mastering Mail Merge. 2 Parts to a Mail Merge. Mail Merge Mailings Ribbon. Mailings Create Envelopes or Labels 2 Parts to a Mail Merge 1. MS Word Document (Letter, Labels, Envelope, Name Badge, etc) 2. Data Source Excel Spreadsheet Access Database / query Other databases (SQL Server / Oracle) Type in New List Mail

More information

Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant

Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant Mail Merge Microsoft Word and Excel Queries Scott Kern Senior Consultant What We ll Cover 1. Enabling database connections through Microsoft Excel 2. Accessing the data stored in the SQL Database via the

More information

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data

Mail Merge. Course Description. Objectives: Design a Main Document. Design a Data Source. Directories. Merge the Main Document with the Data Mail Merge Course Description The Mail Merge feature allows you to combine items from a data source into a document. This allows you to create form letters, mailing labels, envelopes, etc. You also have

More information

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query

Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Microsoft Access to Microsoft Word Performing a Mail Merge from an Access Query Performing a Query in Access Before performing a mail merge, we need to set up a query with the necessary fields. Opening

More information

Introduction to Microsoft Access 2013

Introduction to Microsoft Access 2013 Introduction to Microsoft Access 2013 A database is a collection of information that is related. Access allows you to manage your information in one database file. Within Access there are four major objects:

More information

EMAIL QUICK START GUIDE

EMAIL QUICK START GUIDE IT Services Microsoft Outlook 2010 EMAIL QUICK START GUIDE Contents What is Outlook?...2 Quick Guide to Email...2 Create a new e-mail message...2 Forward or reply to an e-mail message...2 Creating new

More information

Microsoft Access 2000

Microsoft Access 2000 Microsoft Access 2000 Level 1 Region 4 Teaching, Learning and Technology Center Kaplan, LA Activity 1 Creating a Database 1. Open Microsoft Access 2000 a. Click on START, highlight Programs, point and

More information

Steps to Create a Database

Steps to Create a Database Steps to Create a Database Design the Database In order for a database to be effective some time should be spent on the layout of the table. Additionally, time should be spent on what the purpose of the

More information

Microsoft Office Access 2007 Basics

Microsoft Office Access 2007 Basics Access(ing) A Database Project PRESENTED BY THE TECHNOLOGY TRAINERS OF THE MONROE COUNTY LIBRARY SYSTEM EMAIL: TRAININGLAB@MONROE.LIB.MI.US MONROE COUNTY LIBRARY SYSTEM 734-241-5770 1 840 SOUTH ROESSLER

More information

Using Mail Merge in Microsoft Word 2003

Using Mail Merge in Microsoft Word 2003 Using Mail Merge in Microsoft Word 2003 Mail Merge Created: 12 April 2005 Note: You should be competent in Microsoft Word before you attempt this Tutorial. Open Microsoft Word 2003 Beginning the Merge

More information

Six Steps to Completing a Mail-Merge

Six Steps to Completing a Mail-Merge Six Steps to Completing a Mail-Merge Mail merging means to plug data from an address table into form letters, e-mail messages, envelopes, address labels, or a directory (a list or catalog, for example).

More information

Managing Contacts in Outlook

Managing Contacts in Outlook Managing Contacts in Outlook This document provides instructions for creating contacts and distribution lists in Microsoft Outlook 2007. In addition, instructions for using contacts in a Microsoft Word

More information

Produced by Flinders University Centre for Educational ICT. PivotTables Excel 2010

Produced by Flinders University Centre for Educational ICT. PivotTables Excel 2010 Produced by Flinders University Centre for Educational ICT PivotTables Excel 2010 CONTENTS Layout... 1 The Ribbon Bar... 2 Minimising the Ribbon Bar... 2 The File Tab... 3 What the Commands and Buttons

More information

MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS

MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS MICROSOFT OUTLOOK 2011 READ, SEARCH AND PRINT E-MAILS Lasted Edited: 2012-07-10 1 Find the Inbox... 3 Check for New Mail... 4 Manually check for new messages... 4 Change new incoming e-mail schedule options...

More information

emarketing Manual- Creating a New Email

emarketing Manual- Creating a New Email emarketing Manual- Creating a New Email Create a new email: You can create a new email by clicking the button labeled Create New Email located at the top of the main page. Once you click this button, a

More information

How to Edit an Email. Here are some of the things you can do to customize your email:

How to Edit an Email. Here are some of the things you can do to customize your email: How to Edit an Email Editing a new email created during the Create an Email wizard or editing an existing email in the Edit Email section of the Manage Emails tab is easy, using editing tools you re probably

More information

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate.

Microsoft Access Rollup Procedure for Microsoft Office 2007. 2. Click on Blank Database and name it something appropriate. Microsoft Access Rollup Procedure for Microsoft Office 2007 Note: You will need tax form information in an existing Excel spreadsheet prior to beginning this tutorial. 1. Start Microsoft access 2007. 2.

More information

IT Quick Reference Guides Performing Mail Merges in Word 2010

IT Quick Reference Guides Performing Mail Merges in Word 2010 IT Quick Reference Guides Performing Mail Merges in Word 2010 Word Guides Mail merges are useful when you want to create form letters or other documents sent to or drawing information from multiple customers.

More information

Reduced Quality Sample

Reduced Quality Sample Access 2007 Essentials PART ONE Mobile MOUSe Access 2007 Essentials Version # 1.1 Part One 08/08/2010 11:20 About this Course Microsoft Access is the database application included with Microsoft Office.

More information

Create Mailing Labels Using Excel Data (Mail Merge)

Create Mailing Labels Using Excel Data (Mail Merge) Create Mailing Labels Using Excel Data (Mail Merge) This quick guide will show you how to create mailing labels from an Excel spreadsheet. To print mailing labels, you ll import Excel spreadsheet data

More information

Handout: Word 2010 Tips and Shortcuts

Handout: Word 2010 Tips and Shortcuts Word 2010: Tips and Shortcuts Table of Contents EXPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 IMPORT A CUSTOMIZED QUICK ACCESS TOOLBAR... 2 USE THE FORMAT PAINTER... 3 REPEAT THE LAST ACTION... 3 SHOW

More information

Intro to Mail Merge. Contents: David Diskin for the University of the Pacific Center for Professional and Continuing Education. Word Mail Merge Wizard

Intro to Mail Merge. Contents: David Diskin for the University of the Pacific Center for Professional and Continuing Education. Word Mail Merge Wizard Intro to Mail Merge David Diskin for the University of the Pacific Center for Professional and Continuing Education Contents: Word Mail Merge Wizard Mail Merge Possibilities Labels Form Letters Directory

More information

ProjectWise Explorer V8i User Manual for Subconsultants & Team Members

ProjectWise Explorer V8i User Manual for Subconsultants & Team Members ProjectWise Explorer V8i User Manual for Subconsultants & Team Members submitted to Michael Baker International Subconsultants & Team Members submitted by Michael Baker International ProjectWise Support

More information

Microsoft Expression Web

Microsoft Expression Web Microsoft Expression Web Microsoft Expression Web is the new program from Microsoft to replace Frontpage as a website editing program. While the layout has changed, it still functions much the same as

More information

BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005

BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005 BIGPOND ONLINE STORAGE USER GUIDE Issue 1.1.0-18 August 2005 PLEASE NOTE: The contents of this publication, and any associated documentation provided to you, must not be disclosed to any third party without

More information

Microsoft Word 2010. Level 3

Microsoft Word 2010. Level 3 Microsoft Word 2010 Level 3 1 Copyright 2010 KSU Dept. of Information Technology Services This document may be downloaded, printed, or copied for educational use without further permission of the Information

More information

Microsoft Access 2007

Microsoft Access 2007 How to Use: Microsoft Access 2007 Microsoft Office Access is a powerful tool used to create and format databases. Databases allow information to be organized in rows and tables, where queries can be formed

More information

Sartorius ProControl@Informer

Sartorius ProControl@Informer Operating Instructions Sartorius ProControl@Informer Evaluation Software for SPCfWin (Sartorius ProControl for Windows) 98646-002-87 Intended Use Sartorius ProControl@Informer (SPC@Informer) is a software

More information

MAIL MERGE USING WORD & EXCEL 2003

MAIL MERGE USING WORD & EXCEL 2003 MAIL MERGE USING WORD & EXCEL 2003 Open Excel. Create a database with the names for mailing labels & letters. Consider using the following fields as your column headings. Create the headings without spaces

More information

Word 2010: Mail Merge to Email with Attachments

Word 2010: Mail Merge to Email with Attachments Word 2010: Mail Merge to Email with Attachments Table of Contents TO SEE THE SECTION FOR MACROS, YOU MUST TURN ON THE DEVELOPER TAB:... 2 SET REFERENCE IN VISUAL BASIC:... 2 CREATE THE MACRO TO USE WITHIN

More information

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified.

To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to be verified. TO: UAN CLIENTS FROM: UAN STAFF DATE: OCTOBER 8, 2008 SUBJECT: Steps for Initial Setup of Microsoft Outlook To successfully initialize Microsoft Outlook (Outlook) the first time, email settings need to

More information

Volume. Revolutionary. Online. Cool. Letters&Recall

Volume. Revolutionary. Online. Cool. Letters&Recall Volume Revolutionary. Online. Cool. Letters&Recall H E A L T H I N N O V A T I O N T E C H O N O L O G I E S, I N C EyeCodeRight v4.0 Tutorial EyeCodeRight 2717 Emerson Ave South Minneapolis, MN 877-370-6906

More information

High Impact email & Alpha Five: A Mail Merge Guide.

High Impact email & Alpha Five: A Mail Merge Guide. High Impact email & Alpha Five: A Mail Merge Guide. Performing a Mail Merge that utilizes your Alpha Five database takes just a few moments and allows you to easily send HTML messages to your contacts.

More information

Creating a New Excel Survey

Creating a New Excel Survey The purpose of this guide is to give you an overview of the Microsoft Office 365 Excel web application. Creating a New Excel Survey Log in to Office 365 using your student ID and password in the usual

More information

Ontario Woodlot Association

Ontario Woodlot Association Ontario Woodlot Association Membership Management System (MMS) User Manual MMS User Manual Table of Contents (v3) This user manual provides a general overview of the Association s online Membership Management

More information

BulkSMS Text Messenger Product Manual

BulkSMS Text Messenger Product Manual BulkSMS Text Messenger Product Manual 1. Installing the software 1.1. Download the BulkSMS Text Messenger Go to www.bulksms.com and choose your country. process. Click on products on the top menu and select

More information

A database is a collection of data organised in a manner that allows access, retrieval, and use of that data.

A database is a collection of data organised in a manner that allows access, retrieval, and use of that data. Microsoft Access A database is a collection of data organised in a manner that allows access, retrieval, and use of that data. A Database Management System (DBMS) allows users to create a database; add,

More information

Quick Guide. Passports in Microsoft PowerPoint. Getting Started with PowerPoint. Locating the PowerPoint Folder (PC) Locating PowerPoint (Mac)

Quick Guide. Passports in Microsoft PowerPoint. Getting Started with PowerPoint. Locating the PowerPoint Folder (PC) Locating PowerPoint (Mac) Passports in Microsoft PowerPoint Quick Guide Created Updated PowerPoint is a very versatile tool. It is usually used to create multimedia presentations and printed handouts but it is an almost perfect

More information

Introduction to Word 2007

Introduction to Word 2007 Introduction to Word 2007 You will notice some obvious changes immediately after starting Word 2007. For starters, the top bar has a completely new look, consisting of new features, buttons and naming

More information

Microsoft Word 2010 Mail Merge (Level 3)

Microsoft Word 2010 Mail Merge (Level 3) IT Services Microsoft Word 2010 Mail Merge (Level 3) Contents Introduction...1 Creating a Data Set...2 Creating the Merge Document...2 The Mailings Tab...2 Modifying the List of Recipients...3 The Address

More information

How to Create Your Own Crystal Report

How to Create Your Own Crystal Report How to Create Your Own Crystal Report Step 1 Figure out what table you need to use for your report. Click on Resources, then File Layouts and Program Information. Click on File Layouts to see the available

More information

Task Card #2 SMART Board: Notebook

Task Card #2 SMART Board: Notebook Task Card #2 SMART Board: Notebook Objectives: Participants will learn how to utilize the SMART Notebook. Table of Contents: Launching The SMART Notebook Page 1 Entering Text Page 1 Top Toolbar Page 2

More information

WHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT

WHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT WHAT S NEW IN WORD 2010 & HOW TO CUSTOMIZE IT The Ribbon... 2 Default Tabs... 2 Contextual Tabs... 2 Minimizing and Restoring the Ribbon... 3 Customizing the Ribbon... 3 A New Graphic Interface... 5 Live

More information

Mail Merges, Labels and Email Message Merges in Word 2007 Contents

Mail Merges, Labels and Email Message Merges in Word 2007 Contents Mail Merges, Labels and Email Message Merges in Word 2007 Contents Introduction to Mail Merges... 2 Mail Merges Using the Mail Merge Wizard... 3 Creating the Main Document... 3 Selecting the Data Source...

More information

Presentations and PowerPoint

Presentations and PowerPoint V-1.1 PART V Presentations and PowerPoint V-1.2 Computer Fundamentals V-1.3 LESSON 1 Creating a Presentation After completing this lesson, you will be able to: Start Microsoft PowerPoint. Explore the PowerPoint

More information

Vodafone PC SMS 2010. (Software version 4.7.1) User Manual

Vodafone PC SMS 2010. (Software version 4.7.1) User Manual Vodafone PC SMS 2010 (Software version 4.7.1) User Manual July 19, 2010 Table of contents 1. Introduction...4 1.1 System Requirements... 4 1.2 Reply-to-Inbox... 4 1.3 What s new?... 4 2. Installation...6

More information

Word 2007: Mail Merge Learning Guide

Word 2007: Mail Merge Learning Guide Word 2007: Mail Merge Learning Guide Getting Started Mail merge techniques allow you to create a document which combines repetitive text elements with data drawn from an external data document. To perform

More information

Client Marketing: Sets

Client Marketing: Sets Client Marketing Client Marketing: Sets Purpose Client Marketing Sets are used for selecting clients from the client records based on certain criteria you designate. Once the clients are selected, you

More information

Creating tables in Microsoft Access 2007

Creating tables in Microsoft Access 2007 Platform: Windows PC Ref no: USER 164 Date: 25 th October 2007 Version: 1 Authors: D.R.Sheward, C.L.Napier Creating tables in Microsoft Access 2007 The aim of this guide is to provide information on using

More information

2) Sharing Projects Made easy by IntelliGantt s Share Wizard, there are three share options to fit the needs of your project.

2) Sharing Projects Made easy by IntelliGantt s Share Wizard, there are three share options to fit the needs of your project. Introduction TeamDirection IntelliGantt solutions allows you and the rest of your project team to collaborate on your projects together. How you would like work together is up to you. The project manager

More information

Access I 2010. Tables, Queries, Forms, Reports. Lourdes Day, Technology Specialist, FDLRS Sunrise

Access I 2010. Tables, Queries, Forms, Reports. Lourdes Day, Technology Specialist, FDLRS Sunrise Access I 2010 Tables, Queries, Forms, Reports Lourdes Day, Technology Specialist, FDLRS Sunrise Objectives Participants will 1. create and edit a table 2. create queries with criteria 3. create and edit

More information

ACCESS 2007 BASICS. Best Practices in MS Access. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700

ACCESS 2007 BASICS. Best Practices in MS Access. Information Technology. MS Access 2007 Users Guide. IT Training & Development (818) 677-1700 Information Technology MS Access 2007 Users Guide ACCESS 2007 BASICS Best Practices in MS Access IT Training & Development (818) 677-1700 Email: training@csun.edu Website: www.csun.edu/it/training Access

More information

Microsoft PowerPoint 2008

Microsoft PowerPoint 2008 Microsoft PowerPoint 2008 Starting PowerPoint... 2 Creating Slides in Your Presentation... 3 Beginning with the Title Slide... 3 Inserting a New Slide... 3 Slide Layouts... 3 Adding an Image to a Slide...

More information

Chapter 11 Using Mail Merge

Chapter 11 Using Mail Merge Writer Guide Chapter 11 Using Mail Merge Form Letters, Mailing Labels, and Envelopes Copyright This document is Copyright 2011 2014 by the LibreOffice Documentation Team. Contributors are listed below.

More information

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins)

Lesson 07: MS ACCESS - Handout. Introduction to database (30 mins) Lesson 07: MS ACCESS - Handout Handout Introduction to database (30 mins) Microsoft Access is a database application. A database is a collection of related information put together in database objects.

More information

Creating Survey Forms from a Word Table

Creating Survey Forms from a Word Table Creating Survey Forms from a Word Table Doc 5.110 Ver 1 Date July 2003 Author Vivien Hall Central Computing Services 1 Introduction This document explains how to use Microsoft Word for Windows 2000 tables

More information

Internet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source

Internet Explorer 7. Getting Started The Internet Explorer Window. Tabs NEW! Working with the Tab Row. Microsoft QUICK Source Microsoft QUICK Source Internet Explorer 7 Getting Started The Internet Explorer Window u v w x y { Using the Command Bar The Command Bar contains shortcut buttons for Internet Explorer tools. To expand

More information

Introduction To Microsoft Office PowerPoint 2007. Bob Booth July 2008 AP-PPT5

Introduction To Microsoft Office PowerPoint 2007. Bob Booth July 2008 AP-PPT5 Introduction To Microsoft Office PowerPoint 2007. Bob Booth July 2008 AP-PPT5 University of Sheffield Contents 1. INTRODUCTION... 3 2. GETTING STARTED... 4 2.1 STARTING POWERPOINT... 4 3. THE USER INTERFACE...

More information

Search help. More on Office.com: images templates. Here are some basic tasks that you can do in Microsoft Excel 2010.

Search help. More on Office.com: images templates. Here are some basic tasks that you can do in Microsoft Excel 2010. Page 1 of 8 Excel 2010 Home > Excel 2010 Help and How-to > Getting started with Excel Search help More on Office.com: images templates Basic tasks in Excel 2010 Here are some basic tasks that you can do

More information

STIClassroom Win Rosters and Lesson Plans

STIClassroom Win Rosters and Lesson Plans STIClassroom Win Rosters and Lesson Plans Student Class Roster From this screen, teachers can access the items described below (access rights to these features must first be granted in Principal s Module).

More information

Wire Manager. for Business Online Banking Quick Reference Guide

Wire Manager. for Business Online Banking Quick Reference Guide Wire Manager for Business Online Banking Quick Reference Guide . All rights reserved. This work is confidential and its use is strictly limited. Use is permitted only in accordance with the terms of the

More information

Chapter Using Mail Merge

Chapter Using Mail Merge Writer Guide 11 Chapter Form letters, mailing labels, and envelopes Copyright This document is Copyright 2008 by its contributors as listed in the section titled Authors. You may distribute it and/or modify

More information

LETTERS, LABELS & EMAIL

LETTERS, LABELS & EMAIL 22 LETTERS, LABELS & EMAIL Now that we have explored the Contacts and Contact Lists sections of the program, you have seen how to enter your contacts and group contacts on lists. You are ready to generate

More information

S A G E P A S T E L P A R T N E R V E R S I O N 1 2 V e r s i o n 1 2. 1 T r a i n i n g M a n u a l L e s s o n 6

S A G E P A S T E L P A R T N E R V E R S I O N 1 2 V e r s i o n 1 2. 1 T r a i n i n g M a n u a l L e s s o n 6 V e r s i o n 1 2. 1 T r a i n i n g M a n u a l L e s s o n 6 [ Lesson 6 ] Advanced Functions: Utility Menu [ Learning Outcomes ] In this lesson, you are going to discover the Advanced Functions that

More information

Creating a Participants Mailing and/or Contact List:

Creating a Participants Mailing and/or Contact List: Creating a Participants Mailing and/or Contact List: The Limited Query function allows a staff member to retrieve (query) certain information from the Mediated Services system. This information is from

More information

MAIL MERGE TUTORIAL. (For Microsoft Word 2003-2007 on PC)

MAIL MERGE TUTORIAL. (For Microsoft Word 2003-2007 on PC) MAIL MERGE TUTORIAL (For Microsoft Word 2003-2007 on PC) WHAT IS MAIL MERGE? It is a way of placing content from a spreadsheet, database, or table into a Microsoft Word document Mail merge is ideal for

More information

To reuse a template that you ve recently used, click Recent Templates, click the template that you want, and then click Create.

To reuse a template that you ve recently used, click Recent Templates, click the template that you want, and then click Create. What is Excel? Applies to: Excel 2010 Excel is a spreadsheet program in the Microsoft Office system. You can use Excel to create and format workbooks (a collection of spreadsheets) in order to analyze

More information

WINDOWS 7 MANAGE FILES AND FOLDER WITH WINDOWS EXPLORER

WINDOWS 7 MANAGE FILES AND FOLDER WITH WINDOWS EXPLORER WINDOWS 7 MANAGE FILES AND FOLDER WITH WINDOWS EXPLORER Last Edited: 2012-07-10 1 Introduce Windows Explorer... 3 Navigate folders and their contents... 5 Organize files and folders... 8 Move or copy files

More information

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS

MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS MICROSOFT OUTLOOK 2010 WORK WITH CONTACTS Last Edited: 2012-07-09 1 Access to Outlook contacts area... 4 Manage Outlook contacts view... 5 Change the view of Contacts area... 5 Business Cards view... 6

More information

Technology Training Services. Microsoft Word 2010 Mail Merge

Technology Training Services. Microsoft Word 2010 Mail Merge Technology Training Services Microsoft Word 2010 Mail Merge Microsoft Word 2010 Mail Merge Written by Robert Seifert and Pamela Williams June 2011 Maricopa Community Colleges June, 2011 The Maricopa County

More information

What is OneDrive for Business at University of Greenwich? Accessing OneDrive from Office 365

What is OneDrive for Business at University of Greenwich? Accessing OneDrive from Office 365 This guide explains how to access and use the OneDrive for Business cloud based storage system and Microsoft Office Online suite of products via a web browser. What is OneDrive for Business at University

More information

Using Delphi Data with Excel and Access

Using Delphi Data with Excel and Access $FDGHPLF&RPSXWLQJ &RPSXWHU 7UDLQLQJ 6XSSRUW 6HUYLFHV 1HWZRUNLQJ6HUYLFHV :HEHU%XLOGLQJ Using Delphi Data with Excel and Access Using Delphi Data The raw data used to create the CSU financial, human resource,

More information

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES

MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES MICROSOFT OFFICE 2007 MICROSOFT OFFICE ACCESS 2007 - NEW FEATURES Exploring Access Creating and Working with Tables Finding and Filtering Data Working with Queries and Recordsets Working with Forms Working

More information