/ Forums / Advansys Formativ / Commercial Formativ Solutions by Advansys / Selecting individual contacts for label mail merge.

  • Creator
    Topic
  • #4689
    stephaniecartwright
    Participant

    I currently have the ‘Word Mail Merge’ applet and am looking to merge particular contacts from within an address book, in order to create mailing labels. The address book has several hundred contacts within it.

    I have found that it is not possible to achieve the desired effect, as the applet will automatically select all contacts from within the address book.
    Is there a simple way of achieving this? If not, please can you contact me for a custom development.

    Kind Regards.

  • Author
    Replies
  • #8763
    Support 1a
    Participant

    The newest version of the solution lets you select individual users. Press the ‘Advanced’ link under the address book drop down list. This will display a list of contacts from the selected book. You can then check the contacts you wish to include.

    Details of custom development contacts can be found at: http://www.advansyscorp.com/formativ_partners_developers.htm

    Regards,

    Advansys Support

    [This message was edited by Support 1 on September 28, 2005 at 04:41 PM.]

    #8759
    stephaniecartwright
    Participant

    Thank-you for your helpful repsonse Smile
    This worked as desired. However, once I was able to merge the data I found that there was no option to select the label type and the fields simply appeared on separate A4 pages.
    Any ideas?

    Thank-you,
    Kind Regards.

    quote:


    Originally posted by Support 1:
    The newest version of the solution lets you select individual users. Press the ‘Advanced’ link under the address book drop down list. This will display a list of contacts from the selected book. You can then check the contacts you wish to include.

    Details of custom development contacts can be found at: http://www.advansyscorp.com/formativ_partners_developers.htm

    Regards,

    Advansys Support

    [This message was edited by Support 1 on September 28, 2005 at 04:41 PM.]


    #8762
    MA
    Participant

    You have the following two options:

    • In the radio option “Create this kind of mail merge document” select “Mailing Label”. This option will create a new mail merge document.
    • In the radio option “Associate this mail merge document with the Address Book”, make sure to set the existing merge document type to Label using Microsoft Word (Tools – Letters and Mailings – Mail Merge)

    Hope this helps
    – MA

    quote:


    Originally posted by stephaniecartwright:
    Thank-you for your helpful repsonse Smile
    This worked as desired. However, once I was able to merge the data I found that there was no option to select the label type and the fields simply appeared on separate A4 pages.
    Any ideas?

    Thank-you,
    Kind Regards.


    #8760
    stephaniecartwright
    Participant

    Thank-you for this, however, I have already tried both of these options.
    They both merge straight onto an A4 page. Usually, when mail merging (from Excel to Word for instance) you have the option ‘label options’ to choose the label type, i.e. Avery L7164, this option is not present within the applet. Is there any way of achieving this using the applet, or would we need to arrange custom development for this?
    Thank-you. Smile

    #8764
    MA
    Participant

    The label/document type Avery L7164 not available in my MS Word 2003. If the label type “Avery L7164” exists in your MS Word (Microsoft Word (Tools – Letters and Mailings – Mail Merge) then you can perform the mail merge using any of the two following option.

    Option 1: Create this kind of mail merge document
    Choose a document type from the applet, once the merge document created then over-write the document type to “Avery L7164” using MS Word (Tools – Letters and Mailings – Mail Merge) then use MS Word merge to new document option to complete the merge.

    Option 2: “Associate this mail merge document with the Address Book”
    Set the existing mail merge document type to “Avery L7164” and select this option to merge into new document. Make sure the Merge to new document check box is checked.

    Hope this helps
    – MA

    quote:


    Originally posted by stephaniecartwright:
    Thank-you for this, however, I have already tried both of these options.
    They both merge straight onto an A4 page. Usually, when mail merging (from Excel to Word for instance) you have the option ‘label options’ to choose the label type, i.e. Avery L7164, this option is not present within the applet. Is there any way of achieving this using the applet, or would we need to arrange custom development for this?
    Thank-you. Smile


    #8761
    Support 1a
    Participant

    Thanks MA.

    Advansys Support

Viewing 6 replies - 1 through 6 (of 6 total)
  • You must be logged in to reply to this topic.