If you want to set up other criteria for filtering, select And or Or from the pull-down list and repeat steps 7–9 as necessary In the Compare to text box, type the value/text to which the information should be comparedĮXAMPLE: To finish merging the records of those who are professors, in the Compare to text box, type Dr. The Filter and Sort dialog box appears, with the Filter Records tab displayed.įrom the first Field pull-down list, select the field on which you want to base your filterĮXAMPLE: To merge only the records of a specific title, from the Field pull-down list, select Titleįrom the Comparison pull-down list, select the type of comparisonĮXAMPLE: To continue merging only the records of those who have a certain job title, from the Comparison pull-down list, select Equal to ![]() In the Refine recipient list section, click FILTER Only the records meeting the selected criteria will be merged. In the heading that you wish to filter by, click the » select the desired filter The Mail Merge Recipients dialog box appears For example, you may want to send letters only to personnel from a specific department. To close the Filter and Sort dialog box, click OKīy establishing a filter, you determine specific records to be merged and printed according to the criteria you select. To set up another sort order(s), from the Then by pull-down lists, select the appropriate options To set the order in which the records will be sorted, select Ascending or Descending The Filter and Sort dialog box appears, with the Sort Records tab displayed.įrom the Sort by pull-down list, select the appropriate option In the Refine recipient list section, click SORT HINT: Clicking the same heading again will reverse the order (i.e., ascending or descending) of the sort.įrom the Mailings tab, in the Start Mail Merge group, click START MAIL MERGE » make the appropriate selection The Mail Merge Recipients dialog box appears. In the Start Mail Merge group, click EDIT RECIPIENT LIST. In the Start Mail Merge group, click SELECT RECIPIENTS » make the appropriate selection Sorting the Records: QuickSortįrom the Mailings command tab, in the Start Mail Merge group, click START MAIL MERGE » make the appropriate selection For example, you could print letters in numerical order, by zip code, or alphabetically by last name. īy selecting a sort order, you can determine the order in which your records are merged and subsequently printed. NOTE: For more information on the data document, refer to Mail Merge: An Overview. These options are selected through the Filter and Sort dialog box. For example, you can have the records sorted to print out in a specific order, or you can create a filter so you only merge records that meet specific criteria. Word's Mail Merge feature allows you to customize your merge. This article is based on legacy software. Word also has a Step by Step Mail Merge Wizard (found under the Mailings tab > Start Mail Merge button), which basically walks you through the process above.(Archives) Microsoft Word 2007: Mail Merge: Filter and Sort Options In addition to letters (which can be any sort of document, including certificates and coupons), you can choose emails, envelopes, labels, or directories as the document type. Repeat this for other types of documents you'd like to use mail merge for.
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