I use an access db that stores our customer info on a mssql backend. I need to be able to create a mail merge based on a customers renewal date. Now I do know how to set parameters in a query but is there a way I can use a access report to enter a month and day they are set to renew then have it create the mail merge based on their info?
The Layout is fairly simple just a renewal notice with what they have on their plan.
I have a database on a machine with office xp. I store the database in C:Database.
I can run a query then link the results of that query to a template document I have setup via mail merge. The document then opens and fills out the fields based on the query results.
I transferred the database onto another machine with office 2003 and put it in exactly the same directory c:database. and when i try to link the query to word, word just comes up saying it cant find the source.
I have gone around various machines at work and the merge runs fine on all machines with office xp and not with 2003.
Any Ideas?
I am trying to put a button on a form that will run a mail merge to populate a Word (2007) document with information from the single record in the form. I would think this would be easy to do, but after working on it, and searching the internet, I'm finding it is not. Normally I would simply use an Access Report to do this, but the document is about 7 pages long (a contract), and people want to have the ability to modify the result.
What I have done so far:
-I've created a form that displays a single record from my Customers table
-I've created a query that pulls the Customer fields I need, and is filtered on the Customer ID that is active in the form. When I open this query by itself, it pulls back the one record I want.
-I then opened both the form and query, and then run through the External Data - Mail Merge wizard.
Problems I've run into:
1) Initially when I tried to select my query in the Mail Merge Wizard, it wouldn't show. I then found tips to prompt for the data connection type when the file is opened, and to set it to MS Access with DDE. This allowed me to see the query, and seemed to work OK when I added the fields I needed to the Word document. But then when I tried to rerun the Word doc, I would get a connection error. If I run through the connection setup process again, it seems to work, but again when I rerun it later, I get the connection error. For simplicity I have put the Access DB and Word document on my desktop. Eventually these will go on the network.
At this point I have a button on my form, and it successfully opens the Word document, but the "merged" fields just show the record that I had saved the document with, so there is no true merging going on. If I open the Access DB Form & query and then open the Word document directly, I get the error "Word could not re-establish a DDE connection to Microsoft Access to complete the current task".
I am trying to create VBA code (I have very little experience of VBA) to recreate a parameter query mail merge, which Access 2013 cannot achieve with the controls provided.I think that I need to assign a variable to the value of a control on my form then assign that variable to the relevant criteria section of my query.
Code:
DIM RefNo as String
DIM IDNo as String
RefNo = Me.[Reference Number].Value
IDNo = Me.Text582.Value
DoCmd.OpenQuery SORTER
How do you paste into criteria?
From there I would like to do a Word Mail Merge by having VBA open a document in Word, then activate the Merge to a New Document instruction.
I am trying to mail merge from word 2013 to a query in access 2013. I initially had problems displaying the query until I came across a solution regarding connecting via DDE. I can now link to the query but it then asks me to 'enter parameter values' from the query. I have already run these values into the query via a form which ends up in a report. (incidentally I have left the report open). If I manually enter these parameters it works fine.
View 6 Replies View RelatedI basically have a form which the record source is either from a table or query and all I would like to do is to have a button which when pressed will open up a previously created word template and insert all relevant fields into the template. First Name, Last Name, Address etc.
View 1 Replies View RelatedI'm a very new user of Access. I am creating a contacts database (3000+ contacts), with up to 6 addresses per contact, though most will only have around three. I'd like to find the best way to select the preferred mailing address (using a combo box??) in order to be able to regularly creating mailing labels (and letter mail merges).
View 4 Replies View RelatedI am creating a mail-merge application.
The data stored will be dealing with Students and Qualifications that they have attained. The link table in the relationships shown/attached, allows a Student to have multiple qualifications.
When I merge the data, I will need to list all of the qualifications that each student has attained, which will need to be either in a item list, or in a comma-separated list.
The list will need to be pulled from the link table (StudentQualifications). For example:
StudentID #1 >> Qualification #1 Description
StudentID #1 >> Qualification #2 Description
Etc
Etc
So, when the data is merged, it will specify that:
StudentID #1 has acheived Qualification #1 and Qualification #2 and Etc, Etc.
How can I create this list in the first place, which can then be used in the source of the merge for the document.
Any ideas as to how I can pull multiple information into either a single string to pass to the merge or into a list in the document would be appreciated.
Graham
I have four tables, each containing name of one family member. Dad, Mom, son, and other. One of the four called us, and in many instances, they ask that we send a letter to them. Sometimes, they say, send the letter to Mom, or send it to dad, or sis. We are creating an automated output query to print one of two letters, to go to the appropriate person. Depending on which person is selected as the one to receive mail, we need to merge out into Word that person's data, which may be in any of the four tables, but is the only one bearing an indicator (checkmark, etc).
Don't know how to word the query to look thru the data on that family (from four tables) and select the indicated one, output the address info.
I have a form on which users select fields to include in a query and can select their parameters. The query itself is then created using an SQL statement in the VBA behind the form.
I want to be able to use the records which this query selects through mail merge. With a standard query, this is easy because from within Word I can choose the query through the mail merge settings. However, since the query doesn't exist in this case (it is created every time it's run using VBA) I can't figure out how to do it.
Ideally, I want the form to come up during the mail merge process so that the user can specify which records to use, but I can't select a form as a mail merge source.
Can anyone help?
Gary
Hello,
I wonder if anyone can help I have been using Access Queries in order to create merge letters in Word for years and now we have upgraded to Office 2003 everything seems to be going wrong. This is what I do:
1. Open a query in design view enter the relevant text in the appropriate field in order to select the records I want from the table, then I run it and the correct entries are there.
2. Open a standard letter in Word which was created and has been linked to the above mentioned query years ago.
This is where the problem starts in the past the letter opens up and the correct info is displayed so I go ahead and print. Now what is happening rather then linking to the query it is either displaying the last record that was used or nothing at all and in the record number box it says 0 when I know that there are several selected in the query.
I have tried re doing the merge setup and nothing happens the only way round it I have found is to merge it with the table rather then the query then using the Mail Merge Recipients Box you have to go through and reselect the records you want which is a pain as there are 945 records in the table.
Any ideas/help would be appreciated.
Thanks.
Happy New Year everyone-- I am trying to use an Access query to create mailing labels- Is there anyway to keep them alphabetized or sorted?
Thanks!
it's possible to use a union query as a mail merge? I haven't found anything that says I can't do it, but I'm not getting my merge to complete, and when I switch to a plain query (and not changing anything else) my merge is successful, so I'm thinking there might be a limitation.
View 14 Replies View RelatedI have a query that populates a report linked to a mail merge. There is an IFF statement in it that checks to see if a condition is meet. If that condition is meet some standard text results. Is it possible to put a disclaimer with the standard text.For example,
Code:
IIF ([Results]="Negative","Nothing detected" (the disclamer would go here)
I am not certain the correct syntax to use to insert "not all regions were tested".
way to merge various fields from a table into just one using a query.The purpose will be for easier copying and pasting in to an email.So we have a table to stores information such as Site Contact, Address 1, Address 2, Address 3, Postcode etc.
I want to be able to run a query that will put the address in to just one box, either in the query or on a report then it's much easier to just highlight the full address and copy and paste it into an email. Rather than copying each field individually.
When applicable, I have letters in Word already set up to show the cc: information at the bottom. However, Management needs a statement added to the bottom of the letters that ONLY show the cc:
I am having a slight problem trying to figure out how to make this statement show up only on certain letters.
Does anyone have any thoughts that could help me? I'd appreciate it very much.
I am totally new to Access and this is my first database.
I have a database for volunteers in which table A is basically a calendar and table B a list of volunteers with their details.
What I want to do is construct a report that will allow me to produce a mail merge letter such that:
1. One volunteer, with his/her information, is selected from table B and inserted into a mail merge letter. (The volunteer selected will change from letter to letter).
2 Certain days are selected from table A and added to the mail merge letter. This information will be the same in all letter.
I have posted a separate thread asking how I can make the selection of days in (2) above so you can assume that I know how to make the selection within table B.
How do I proceed?
If anyone knows a good example of this type of report then i will be extremely grateful.
I have a table that has, among others, Address1, Address2 and Address3. If Address2 andor Address3 are empty for a particular record, I get blank lines in the Word doc. How do I prevent these blank lines?
View 2 Replies View RelatedHi, i have set up a mail merge between a query and a word document. My system is a system that processes transactions from an online cd shop. I have made it so that each cd that is bought by each customer is a different transaction in a transaction table, and each transaction is given an order number to group them. How do i get the mail merge to show all the transactions in an order on the invoice in my word doc because at the moment, even if i add two of the title name fields, they both show the same transaction.
View 4 Replies View RelatedAnyone have a good online resource for generating a single thank you letter, eg. by way of a mail merge using MS Access 2003 with Word 2003? I know you need to write a form letter first with various fields that conincide with fields in Access. I have done this many times with large mailings but need to know how to write individual letters for thank yous, invites, etc.
Thanks in advance
Hi,
I am editing the design of a census, and I would like to be able to mail merge form the query directly to a new document in microsoft word...so you can create the document and then merge to it, is this possible using a macro or VBA? I can't work out how to do it!! The query name is "List of Families" and I want to merge to a blank document, so I can create a different document everytime...as the letters aren't circulars!
Chris
I just finished creating an access file. Here are the contents:
TABLE Customers - Includes email, contact name, company name, address, zip, city, etc.
TABLE Materials - Includes company name and material. Each record is listed as a company with a material requested. Companies are listed multiple times, as they are unique records because the materials are different.
I have Company name set up as the primary key, and it sets the relationship between the two tables
I have a Report fully working. The first page is a letter with the customers' mailing info at the top.
The second page is a list of all the materials this company ordered for the 2004 year.
The report pulls from a QUERY that comes from the customers table and the materials table.
This report is hundreds of pages long, as we have multiple customers who order many materials each.
My question is "How do I mail merge this report out to the customer?" I do not want to send each customer the whole 500 page report, but only their specific record that they should receive.
I do not care if I have to merge with Word, Outlook, etc. I just dont want to have to send these out individually.
I hope that makes some sense.
PLEASE HELP!
-Preston
When applicable, I have letters in Word already set up to show the cc: information at the bottom. However, Management needs a statement added to the bottom of the letters that ONLY show the cc:
I am having a slight problem trying to figure out how to make this statement show up only on certain letters.
Does anyone have any thoughts that could help me? I'd appreciate it very much.
Im after a bit of advice really. Im looking at building a mail merge facility, i already have one example where you have to select the letter you want to merge the data to.
The problem i have with this at the moment is i have allot of letters that are all basically very similar and the user might pic the wrong one, each letter is slight different and runs by a contract name.
Is there a way that the user can just select the type of letter they want, then select teh contract and then when they click the mail merge button access will know which letter to open.
Just looking for possible ways or examples.
Thanks
I'd like to set up a mail merge that pulls information from individual records. For example... If I want to do a pre-formated Fax Cover Sheet in Word, and fill the information in with the mail merge.
I don't want this to pull information from all of the records. I want to choose which record to pull the information from. First of all, can this be done? If so, can someone help me out with this? I have no idea where to even begin with this one. I have several mail merge documents set up right now that pull information from queries, but this is something that I'd like to do that is completely different.
Thanks in advance for any help that you can give.
What is the advantage of using mail merge?
It has been suggested to me that i use mail merge in the current application that im building. This is mainly because my client needs to send a lot of custom letters that will be different each time one is sent.
From what i know about mail merge you can only display information in a document in a flat format ie u couldnt have customer details at the top and then a table of all the orders/ transactions they have carried out below? is this correct?