CRS - How to Mail Merge using Word XP
HOWTO
1. Export the data from our system. See How to Export Records.

2. Open Word XP and type the letter. If you already have a letter typed open it now.

3. Click on Tools then Letters and Mailings then Mail Merge Wizard. The Mail Merge window will open on the right side of the screen.

4. Under Select document type select Letters. Click Next: Starting document at the bottom of the screen.

5. Under Select starting document select Use the current document. Click Next: Select recipients at the bottom of the screen.

6. Under Select recipients select Use an existing list. Under Use an existing list click on Browse.

7. In the Select Data Source window select the Location where you saved your data file (list of names and addresses you saved from CRS web site). Under Files of type: select All Files. Double-click the data file (list of names and addresses you saved from CRS web site) you want to use.
In the Mail Merge Recipients window you can edit, add, or remove any data. When finished click the OK button.
Click Next: Write your letter at the bottom of the screen.

8. Position your cursor on the letter where you want the name and address to go.

9. Click Address block. In the Insert Address Block window select how you want the name and address to appear. Click OK. In your letter you will see <<Address Block>> which represents the name and address fields.
Click Next: Preview your letters at the bottom of the screen.

10. Under Preview your lettersyou can click the double arrow buttons to view each letter. NOTE: If you want to remove a name, you can click Exclude this recipient.
Click Next: Complete the merge at the bottom of the screen.

11. Under Complete the merge click one of two options:
Print... sends the letters directly to the printer
OR
Edit individual letters... opens another window with the letters as a new document

12. In the Merge to window select which records you want to merge. Click OK

13. If you selected to Edit individual letters..., after you finish making changes click File then Print.

NOTE:To save the orginal letter click on it at the bottom of your monitor. Select File then Save.

MORE INFORMATION
How to Mail Merge using Word 2000
How to Import into Excel
How to Export Records

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