Data List for use in Mail Merge

[Lori]

Hi,

I am setting up a data list in excel of our investors names, addresses to be
used in a mail merge in word. The list is going to actually be used to merge
into several different types of letters (Capital Call Letters, Distribution
Letters and Quarterly Letters). Some of the investors on this list will get
quarterly letters only. Is there a way in excel to add a column to only
select those who get quarterly letters only. I want to prevent doing a
duplicate list of names and addresses for each letter.

Can anyone help?

 

[Kevin B]

Instruction apply to Word 2003

In your data table create a column called Interval and used the initials of
C, D and Q to indicate mailing criteria.

Then in your word document click TOOLS in the menu and select Letters and
Mailings and follow the steps to create a mergel letter.

In Task Pane 3 of 6 one of the options is Edit Recipient list, click this
option.

A list of field names in the data source are at the top of each column of
data and each field heading has a drop down list button. Click the drop down
button on any column and select ADVANCED.

In the FIELD combo box select the field to filter on.

In the Comparison combo box select your operator Not equal to, equal to...

and in the compare field enter your criteria.

To omit your Quarterly recipients the field would be Interval, the
comparison operator would be Not equal to and the compare to value would be Q.