SECTION 4
Lesson 4.2: Creating Manual Mail Merges

   

 

 

In this exercise, we will conduct a merge without the assistance of the wizard. We will also edit recipients and apply a filter to the mail merge.

 

Begin by opening Lesson 4.2.

 

 

1.

From the Tools menu, point to Mail and Catalogue Merge, select Create Address List.

 

 

 

 

2.

Enter Recipients. When finished select Close. (When you create a new address list, this is your data source; therefore there is no need to open it again.)

 

 

 

3.

Save List.

 

 

4.

From the Mail and Catalogue menu, select Edit Address List.

 

 

 

5.

Select the list you want to edit, and select Open.

 

 

6.

Make any necessary changes.

 

 

Note: To look through contacts, select Next or Previous in the View Entries area.

7.

Select Close.

 

 

8.

From the Mail Merge menu, select Filter and Sort.

 

 

 

9.

Select the Field down arrow, select Title.

 

 

 

10.

Select OK.

 

 

11.

Select Insert Field from the Mail and Catalogue Menu.

 

 

 

12.

Select Address Fields.

 

 

 

13.

Select Courtesy TitleInsert; First Name Insert; Last name Insert.

 

 

14.

Position text box on the publication.

 

 

 

15.

Select Show Merge Results from the Mail and Catalogue menu.

 

 

 

16.

At this point you can cancel the merge or select Complete Mail Merge from the Wizard task pane.