When all of the fields are sorted how you want, select OK.įor more info, see Query Options Sort dialog.įilter the list to view only the rows you want to include To sort by multiple fields-for example, by state and then by city, select Then By, and then select the additional fields you want to sort by. Select Sort Records > Sort By, and select the field name you want to sort by. You can sort your list of recipients to group your information in certain ways, such as by specific cities. You can also go to Layout next to Table Design, and select Insert above or below to add a new record. Go to the last field of the last record and press Tab. To add records, we recommend you select the table and turn on borders ( Home > Borders). You can use it to make changes to many fields quickly.
View Source Brings up a document with a table of the entries in your data source file. A pop-up tells you when Word has reached the end of the data source database. If the Find in Field dialog comes up over your Edit List Entries dialog, you may want to move it out of the way to see the records it finds. Find is not case sensitive, so MEGAN will find Megan, megan, and mEGAN. Changes are saved if you switch to another record or select OK.įind Scans for a match to a string you specify for a field in your data source. Go to Mailings > Edit Recipient List to edit the recipient listĮdit List Entries Shows the data source one record at a time. Changes are already saved as you apply sorts, filters, or other parameters. If you don't have one set up, selecting this will give you the option to go to a page for more info where you can purchase the service. Validate addresses Uses a third-party address validation technology to check the address in your data source. Select Find Next to scroll though all the matches. When more than one are found, and the first one is highlighted. You can scan all fields in the records, or specify just one, such as City or State. Clearing the box doesn't remove the record from the main recipient list, just clears the box associated with the name.įind recipient Scans and highlights records with fields that match the text you enter. In the list, you can clear the box for any you don't want to include in the mailing.
For more info, see Query Options Filter dialog.įind duplicates Scans and displays any duplicate records based on the First and Last names. The list of recipients will re-display to reflect the filter results. Less than or equal or Greater than or equalĬomparisons are not case sensitive, so MEGAN matches with megan, Megan, or mEGAN. For more info, see Query Options Sort dialog.įilter Compares the fields of the list and compares them to one or more strings you provide. The list of recipients will re-display to reflect the sort. Sort Select up to three level of fields to sort in ascending or descending order.
How to do directory mail merge on mac update#
Refresh will update the recipient list if it needs it. If you created or own the list, you can also delete records, or customize columns in the data source. Clear any names that you don't want to send to.ĭata Source Select Edit to change individual fields, or add records.
The list of recipients Shows all the records that will be used in your mail merge. Use this dialog to select which recipients you want to send your mailing to.