Some Advide - Access To Word Mail Merge
Nov 24, 2006
I have done several mail merges where you open Microsoft Word, select your data (inthis case a query from access) and them use mail merge to create the documents.
However, i need to do it the other way. I have a project in access where the user will be in access and need to do a mail merge to word, so i want the data to be sent from access to word while they are still in access, if that makes sense.
If there are any good turorials that ppl know about or what i could be looking for in order to achieve this then i would be very grateful to all who reply!!
Thanks
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Aug 17, 2007
I want to use an Access Table for a mail merge but when i try to use the merge option I get a pop up asking for a password. I put in my administrator password for the database and it tells me I dont have acess to the database. It has something to do with the passwords i put on the database.
Anyone have any ideas to what I need to do to get this to work?
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Feb 18, 2015
I am preparing a Word document for a mail shot, and need to import data from my access file. I am trying to build a formula that will take a field from the Access file and, if it is true, print some data.
So far, I have =IF(Schedule 2014=40,full page). Schedule 2014 is a column in the query I am using in this mail merge, 40 is an amount of money in that column and full page is the text that should appear in the Word document. The result I am getting is!Syntax Error, 2014 .
The remainder of the information I am merging is working well. I am asking for the 40 to appear in the relevant recipient's letter which is fine, but I want it to print full page before it (or half page for 30, or quarter page for 20)
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Aug 22, 2006
I am wanting to do away with access 97 on a few computers here at work but we cant afford to buy everyone office 2003. Before I buy us access 2003 for a computer I need to know if word 97 will do a mail merge with access 2003. Or could I just buy Office 2003 package for the few computers and it will work that way for a bit more money. I think there would be a compatability issue...
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Mar 9, 2014
I often create contract using mail merge. I have an access file that I want to use as data source for word file. But it does not automatically.
Please see the attached file !
If there are 1 customer and 1 property, I do not need to do anything. Conversely, if there are many customers and many properties, I take time to manipulate.
Firstly, I open the word file. I have to copy and paste paragraphs that I want. Highlight of the original paragraphs is blue.
Secondly, I click 'Insert Word Field' -> select 'Next Record'.
In short, I want to use VBA in access file to automatically perform the steps that I have outlined.
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Jul 8, 2005
I wonder if there is a way to link two tables or queries to a word doc for mail merge. I have an investigative memo and many findings associated with it. They all in Access for record keeping. Now I want to merge the main memo with all findings into a word document. The trick part is that the memo is also different so I cannot have a uniformed letter pre-defined in word. The content of memo is coming from Access too. I don't know if there is a way to do it or simply have two independent mail merges and combine two words doc in one (how?, hate to copy and paste).
Suggestions are appreciated.
Good day and night.
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Mar 11, 2014
I often create contract using mail merge. I have an access file that I want to use as data source for word file. But it does not automatically.
Please download the attached file !
If there are 1 customer and 1 property, I do not need to do anything. Conversely, if there are many customers and many properties, I take time to manipulate.
Firstly, I open the word file. I have to copy and paste paragraphs that I want. Highlight of the original paragraphs is blue.
Secondly, I click 'Insert Word Field' -> select 'Next Record'.
In short, I wish to use VBA in access file to automatically perform the steps that I have outlined.
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Nov 26, 2013
I have a MS Access 2010 application when the User opens form CONTACTS Form
◦User finds single record to be used CONTACTID is identifier to be used for selection
◦User clicks button to open form frm_MAIL_MERGE
◦Frm_MAIL_MERGE has a drop down combo box that reads the folder location where the application resides and displays all .DOTM files (that is all template files) and one more combo box which contains the CONTACTID.
◦User selects single .dotm file for merge
◦Frm_MAIL_MERGE has either drop down to select CONTACTID or UNBOUND data field for user to type in CONTACTID number
◦User enters CONTACTID to be used for the mail merge
◦User selects SUBMIT
◦Application merges selected .dotm file with the information in table CONTACTS for the selected CONTACTID
◦Merged document is saved on the user Desktop as xxx.docx
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Oct 11, 2005
I have produced a A2k db for distribution to others. Part of the db is a function that links to some word docs via hyperlinks. The word docs have been set up as mail merge docs to a table in the db.
When used in Office 2000 this function is faultless but when installed on a computer running Office 2003 they sometimes get a problem when they open the doc in that the mail merge toolbar is greyed out. It seems as if the doc can't find the db. Has anyone else experienced this problem and know of any fix that can be applied.
I have searched the MS Knowledge base and this forum to no avail, although the MS KB did have references to similar problems (not a direct comparison of the problem) that required a service pack download to fix.
Before I tell someone to download a service pack I need to eliminate any other problem that may be causing it.
Thanks :confused:
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May 12, 2005
Hi I wonder if anyone can help? I have looked through prevous posts and cant find any answers that fit what I need to do. For reference I am using Access 97 and Word 97.
I want to be able to have a client record open in a form and click a button and for that particular record to merge with a preformatted word doc. I have created a query that gives me all the fields I need (as they are over multiple tables) and I can successfully combine this into a mail merge. But it currently takes *all* the records and I want it to only do the current one. I also want user to be able to click a button somewhere on the form that automates this process for him. Is this possible?
I have investigated transfertext and filled in what I think I should have but it seems to do nothing. It creates another (unopenable) file in the same folder as the word doc and does nothing else. But I am using the 'export word for windows merge' in the tranfertext action?
If I can only crack this I will be happy! Many thanks in advance for any help
DD
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Mar 9, 2008
I've got a mail merge letter in word using a booking system which I've built in Access, and I want to be able to access the mail merge letter (or the letter template) through that switchboard. Is this through running a certain macro, and if so, can anybody tell me what it is?
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Jun 27, 2014
So I have the following query which works perfectly (and will be use to create a report) but when the query runs to create the report I also want it to mail merge some of the items into word to be used on address labels.
Code:
SELECT Dunmow.Date, Dunmow.Undeliverable, Dunmow.Duplicate, Dunmow.[OTM with XXXXXX], Dunmow.[Landlords Salutation], Dunmow.[LL Address 1], Dunmow.[LL Address 2], Dunmow.[LL Address 3], Dunmow.[LL Address 4], Dunmow.[LL Address 5], Dunmow.[LL Postcode], Dunmow.[Letter 1], Dunmow.[Letter 2], Dunmow.[Letter 3], Dunmow.[Letter 4], Dunmow.[Letter 5], Dunmow.[Letter 6], Dunmow.[Letter 7], Dunmow.[Letter 8]
FROM Dunmow
WHERE (((Dunmow.Date)=DateAdd("d",-7,Date())) AND ((Dunmow.Undeliverable)=False) AND ((Dunmow.Duplicate)=False) AND ((Dunmow.[OTM with XXXXXX])=False) AND ((Dunmow.[Letter 1])=False));
So thats my query, What I want it to do is to take the following
[Landlords Salutation]
[LL Address 1]
[LL Address 2]
[LL Address 3]
[LL Address 4]
[LL Address 5]
[LL Postcode]
and use it for a merge item to create the labels required.
I have a standard word document/label document I wish to paste this into.
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Dec 7, 2005
Hi, could anyone teach me how to do this? Thanks in advance!
Here is the result of a query I have:
PersonEmail ProductAmountCategory
AA@hotmail.comApple10Fruit
AA@hotmail.comOrange20Fruit
AA@hotmail.comPen30Office
BB@hotmail.comApple15Fruit
BB@hotmail.comOrange25Fruit
BB@hotmail.comPen35Office
CC@hotmail.comApple18Fruit
CC@hotmail.comOrange28Fruit
CC@hotmail.comPen38Office
What I need to do is the develop a report, in a format like:
Person:A
Category
FruitAmountOfficeAmount
Apple10Pen30
Orange20
Total30Total30
Do this for A,B,and C and send the individual report in via email to them. To me it looks like a mail merge, but I don't know how to manipulate the data and put it into the layout. My real data has a lot of data, about 100 person, and about 60 product that falls into two categories. Is there anyway easy and fast way to do this? Please help! Thank you very much!
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Nov 19, 2004
I am using a query for a word mail merge and would like to maintain the formating from Access into Word. Is this possible and if so how. If not, anyone have a clue how to do it in Word... I am importing the date and would like it to be long version (Friday, November 19, 2004) and it's giving me the short version (11/19/04),
Thanks and have a great weekend!
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Jul 25, 2007
I am wanting to create letters in word to go out to trainees which lists the courses they are booked on. I have successfully created a query which has a parameter under the 'Trainee ID' field, where I put in the trainee ID number and the query pulls out the courses that particular trainee is on. However, when I try to mail merge this into word, it works well BUT...insists on creating a new document/letter for each course the person is booked on.
What I wanted was for it to list the courses below the trainee name but can't for the life of me get it to do this
Anyone got any ideas ? I would appreciate any help with this
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Jun 11, 2005
I am trying to merge data with MS Word, but am getting problems. I
only seem to be able to merge a single record. Can anyone help pls as this
is quite urgent
Thanks
barnettpaul@gmail.com
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Oct 11, 2006
Hi,
I have created a mail merge from a query in Access and it works fine if you run it from word but I would like to know how to automate the mail merge from Access using the Command button. Please can someone advise.
Thanks
Alex
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Feb 11, 2008
Currently there is a MS Word application that runs a MS Access query to generate data for the Mail Merge with a document.
Does anyone have a suggestion as to how this process can be optimized? Specifically, looking to reduce the amount of time required to produce letters (best practices).
Thanks.
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Jan 3, 2005
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!
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Jan 15, 2005
Hello- I am building an access database for a non- profit that does alot of mailings. My question is how to handle the people that live in the same house- ie: John and Mary Smith? Both have their own entry in the database, but I want to be able to send them one mailing to John and Mary Smith, rather than two addressed to each individually. Addressing the mailings to "Residents of", or something similar is to impersonal as many of them are donors.
Any good ideas how to handle this?
Thanks for any help!
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Feb 27, 2005
I have numerous word docs that I need to mail too. What I am tring to acheive is how to link an active record that has been entered on a input form by the user to the various word docs as corressponding letters. This is how the user currently chooses which letter to use However, they are obviously entering the data manually as there is no merge facility.
The merge data is stored in a query called "QryMerge" is there any VB code that I could add to this
Private Sub cboReport_Change()
On Error GoTo Err_Handler
Dim stDocName As String
If [cboReport] = "L1" Then
Dim taskid As Long
Dim str As String
str = "winword.exe " & "D:DataFrm_L1.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "L2" Then
str = "winword.exe " & "D:DataFrm_L2.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "M" Then
str = "winword.exe D:DataFrm_M.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "N1" Then
str = "winword.exe D:DataFrm_N1.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "N1A" Then
str = "winword.exe D:DataFrm_N1A.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "N2" Then
str = "winword.exe D:DataFrm_N2.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "N3" Then
str = "winword.exe D:DataFrm_N3.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "O" Then
str = "winword.exe D:DataFrm_O.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "P1" Then
str = "winword.exe D:DataFrm_P1.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "P2" Then
str = "winword.exe D:DataFrm_P2.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "R" Then
str = "winword.exe D:DataFrm_R.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "S" Then
str = "winword.exe D:DataFrm_S.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "T" Then
str = "winword.exe D:DataFrm_T.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "U" Then
str = "winword.exe D:DataFrm_U.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "V" Then
str = "winword.exe D:DataFrm_V.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "W1" Then
str = "winword.exe D:DataFrm_W1.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "W2" Then
str = "winword.exe D:DataFrm_W2.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "W3" Then
str = "winword.exe D:DataFrm_W3.doc"
taskid = Shell(str, vbMaximizedFocus)
ElseIf [cboReport] = "X" Then
str = "winword.exe D:DataFrm_X.doc"
taskid = Shell(str, vbMaximizedFocus)
Exit Sub
Err_Handler:
Beep
MsgBox "You have cancelled this message."
Exit Sub
End If
End Sub
I Would also be greatful for any help on how to convert a tick box on an access form to dislay ticked/unticked in a wordmerged doc.
Regards, Steve
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Apr 18, 2006
I'm using a query that selects all customers from a Customer table who haven't made any payments for a particular week and then sends a letter to them.
I would like to use a command button on a form which the user can press and then view the letters for all the customers- they would only have to specify the week.
Is this possible?
Thanks
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Jul 13, 2005
Lads,
Here's a little problem that is driving me nuts. I know what is wrong and yet I can't fix it!
I have an Access D/B and a mail merge word doc which gets its data from a table in the database. Now the date is in the correct format in the table i.e. uk/european format. The 5 of january 2005 would be 05/01/2005.
However when this gets into the word doc it changes to USA format i.e. 01/05/2005.
Not very desireable! how do I fix it?
Thanks in advance,
Liam
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Feb 28, 2006
I think the title describes best what I want to do. I need to send a letter to some lets say receivers, who fulfill certain criteria, and who appear in a data field in an access database. The letter is common for everyone with the difference of course of their address and name. I am sure this is an easy one for the most of you....
Thanx in advance, Kyriakos
p.s. sorry for misspelling some words...
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Apr 30, 2007
Hi all,
I have been trying to move some of my employer's database information from Excel to Access. The fields are simple stuff, first name, last name, address, etc. My only problem is the Amount Owed section in which I would have to put amounts such as 1270.70. In Access, I formatted the field as currency with 2 decimal places. Thus, it shows up as $1270.70 in the Access database.
However, when I mail merge the field to the letter, I only see 1270.7. I could not seem to make that last 0 appear. How could I make the 0 appear?
Further, as I have said, I have been moving records from Excel to Access. For mail merge purposes, would you recommend Excel or Access?
Thanks!
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Oct 16, 2013
I am pretty new to the using of Microsoft Access. Part of my role at work is to mantain a register of contacts (Aprox 2000 records). When moving into my role there was already an Access Database in place that had been designed and created by another member of staff prior to leaving.
The database contains a wealth of information, however this is spread across MULTIPLE tables (23 to be exact)
I am trying to create a word document that is basically a mail merge in order for me to drag the contact information over to print. However all the information I require is not in one table. Word will only extract the data from one source.
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