I'm trying to create mail merge documents that contain merge fields for
a document that can't connect directly to the data source. That source
(Salesforce) can read the documents if the field names are correctly
entered. I can type the field names in manually, but I can't figure out
how to generate a label merge document that will work.
The mail merge wizard doesn't seemingly allow users to generate label
merges (options are letter and email). And I can't find a way to
generate a merge document manually without using the wizard. I see no
menu items for mail merge steps (I can find the insert field tool, but
that's it - no tool to allow me to switch between merge fields and
merged data without going into the wizard).
I've tried starting with New->Labels, then choosing the correct label
type and clicking New Document (I can't connect to the database, so
can't enter the merge fields in the dialog). I can then type in merge
fields as Salesforce wants to see them, but I can't figure out how to
make it a merge document with the "next record" and "next page" items.
In Insert->Fields there is a Next Record option but it's only available
when there's a database connected.
Finally, I've been through a lot of documentation so if there's a good
mail merge document online, that might be enough.
--
Carl Paulsen
Dover, NH 03820
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