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Mail Merge
Posted: 07 Jul 2003 11:03 AM |
Is it possible to use mail merge with a centerpiece report? For instance, if I wanted to send a postcard to all girls who had a baby due in August, would it be possible to use mail merge with the "babies due" report? If this is possible, can you give me the detailed logistics on how to do this. I've tried every way I know how but can't make it work. I read in the centerpiece user manual that it is possible, but it doesn't break down excatly how to do it.
Thanks so much ! |
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Re: Mail Merge
Posted: 07 Jul 2003 01:47 PM |
CenterPiece requires MS Word to do mail merge. See the following steps below:
In CenterPiece:
1. Open the Babies due report.
2. Select the date range you desire.
3. Select Labels Only for the report format.
4. Send the report to Word.
MS Word should open with the report output. You will use the output of this report as a data source document for MS Word Mail Merge:
In MS Word:
1. Save the report ouput as a ".doc" file. (for example: AugustBabies.doc)
2. Create a new word document (this will be your form letter/post card).
3. Go to Tools/Letters and Mailings/Mail Merge...
4. Select the document you just saved (AugustBabies.doc) as the data source document.
5. Complete the wizard (inserting the fields you wish to include such as address block and greeting line.
that should do it. Hope this helps, let me know if you have any additonal questions.
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Re: Mail Merge
Posted: 08 Jul 2003 10:22 AM |
Thank you so much for the info Brian! I really appreciate it. I am still having a hang-up though. When I try to send the report to Word, I am getting a prompt for a password. I've tried all of my ekyros, centerpiece, and prestonwood passwords and nothing is working. If I hit cancel it will open the document but with only the very top line of the report and no client information. It never prompts me for a password when I send a report to a webpage.
Any ideas? |
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Re: Mail Merge
Posted: 08 Jul 2003 10:32 AM |
The reason why Word prompts you for a password is that when the web page is output to Word, Word creates a separate instance of IE to view the page. This instance of IE has not been authenticated by CenterPiece, so it prompts you for the userid and password. Be sure to enter your CenterPiece UserID and Password.
If that still doesn't work, just output the report to a web page as i described above. (I haven't tested this, but it should work) and save the file with an ".htm" extension. then select this file as the data source document when you setup mail merge.
let me know if this works. |
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Re: Mail Merge
Posted: 08 Jul 2003 11:16 AM |
The password prompt that is coming up is unlike any other that normally pops up. It's asking for a network password. I have tried my centerpience password and user id, and also my prestonwood password but neither work.
But, before I got your last post I tried copying and pasting the report into Word and from there your instructions worked just fine. I'm not sure what I was doing wrong before, but with your instructions I made it work. I've actually been working in Publisher, but it allows you to merge with a Word document.
Again, I really appreciate your help!
Sarah |
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