In the Merge section, click To New Document and then select the records that you want to merge. If you want to change or remove any records, use the Make changes section. In the Preview your directory section, click the arrow buttons to see a preview of how your data will look when it is merged. In the Separate text at section, select Tabs. Select the desired options for setting up your table. Highlight the merge fields and then select Table > Convert > Text to Table. Use tabs to separate the fields you have added to your document. When you are finished, click the Close button. Make sure the Database Fields radio button is selected, and then add the desired fields to the document by selecting each field and clicking the Insert button. When you are satisfied with the list, click OK and Next.Ĭlick More Items to open the Insert Merge Field window. Select the data file that contains the exported FIMS data, and click Open. Keep the default values, and then click Next.
Select Use the Current Document, and then click Next. In the Select Document Type section, select Directory, and then click Next. Select Tools > Letters and Mailings > Mail Merge. Note: IMPORTANT: Make sure you save your data file with a. Run an export in FIMS (for example, Gift History Export, Export Grant Information, Export Application History) and note the path and file name for the exported data file. The buttons on the toolbar are arranged in the order you will need them, from left to right. If you are familiar with Microsoft Word, you may also use the Mail Merge toolbar to complete the process. Note: These steps use Word’s Mail Merge wizard as the recommended method. Whether you use this method or link to a FIMS export file, if you want to include a total line in your report, you must manually add the line each time the data is refreshed.
#Mail merge software
The mail merge process utilizes software to substitute the value of. The layout, text, graphics and formatting of each document must be the same, and specific parts of the core document are set up as variables (such as a name, title, address, and so on). It's an option in the 'Write & Insert Fields' section of the Mailings tab. Find the place where you want to insert contact information (e.g., the top of the document) and click it to place the cursor there. Using Word’s mail merge feature is similar to linking a formatted report in Word to a FIMS export file (refer to Using FIMS Export Files or Saved Report Files to Create a Formatted Report in Word for more information). Mail merge is a process that you can use to create multiple, personalized documents at once. Using Mail Merge 1 Go to the place in which you want to insert contact information. Use Mail Merge to Create Custom Reports in Word
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