Optimize Mail Merge With MS Access

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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Mail Merge And Access

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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Access Mail Merge

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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Mail Merge - Access

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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Any MS Access Mail Merge Experts Around?

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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Automate Mail Merge From Access

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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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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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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Access Mail Merge Question

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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Re Access Mail Merge ...desperate!

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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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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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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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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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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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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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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I am running windows 7 and access 2007 same with pub When I do a mail-merge from pub I can see some Queries but not all. and thoughts?

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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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Apr 23, 2013

I have a database, i need to automate mail merge function from access DB to insert selected records into the merge fields, i have tried everything i could and i have searched through out the web nothing really works for me.

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Sep 10, 2013

I have created a rather large data entry form for one of our departments which will be used to run a mail merge document. The merge is run off of a query of the form, rather than the tables themselves...I think that is what I've read is the right thing to do?

Anyways, most of it is working great so far but I've run into an issue where a few of the form fields are combo boxes. In access and in the query the data looks correct, but when you look at it in word (in edit recipient list) and after the merge, it will have a file path name instead.

So a combo box that has "Medical Plans and Visual Plans" in that field in the query, comes over saying "c:Users
ameAppData

Ex: New Hires are provided information about Medical Plans and Visual Plans.
Ex: New Hires are provided information about MeC:UsersbrooksAppData

It always shows the first two letters before putting the filepath name in there.

I have tried doing it multiple ways...a lookup to another table, lookup right in the field itself....get the same results.

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I am using an MS Access 2010 table as a data source for a mail merge. I would like to update a field in the table with the date that the letter is printed. Is there a way to do this?

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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.
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◦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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