Office Mail Merge - Label Merge - Filter Recipients from Queried Database
We are running a query through Excel to an external Database then running a Word mail merge to labels with the Excel sheet as the Database. We are successful in our attempt to filter information while in the select recipients window, however when we choose to save the infomation, it returns us to our original state without the filter recipients. What we would like to do is the return to where we saved the information, with our filtered recipients. Does anyone know of a tweak, checkbox, etc. to allow this to happen? There must be something I'm missing. We are working in Office XP Pro. (2002)
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The only down side is that the query is coming from a database that is already edited by our Payroll Dept. If by chance a change is made to an address, then the change would have to be made again to the saved file. We're trying to get by with making changes and additions by only one source, thus the reduction of possible error or left hand right hand inconsistancy. Unless I'm not understanding your suggestion.
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Rather than saving the filtered list why not save the result at the end - as a separate file. The MailMerge routine allows one to save the final result and by doing that you will not need to re-run the whole MailMerge routine. If you then want to edit the saved file, it's quite easy.
Patrick