Mail Merge in WordPerfect from Access

[dawnd3]

Hi there, I am a Word user, but I have a client that has WordPerfect and wants to be able to mail merge from an access database file. Is it possible to cross suites like that? If so, please tell me what WordPerfect calls it's mail merge feature? Is it called Mail merge? What menu would I find this feature on?

Thanks for your help,

Dawn

http://www.calliopeconsulting.net

 

[davidag]

I assume this person has a newer version of WordPerfect. Here is some information that I posted about doing a merge with Access 97 and WordPerfect version 8. It may help steer you in the right direction. You may need to modify the instructions to fit the version of WordPerfect that is being used.

From a previous post:

You can use an Access 97 database with WordPerfect 8 and the merge feature. It works really well.

In WordPerfect, click on tools, merge from the pull-down menu. The merge dialog box will appear. Select create document. This will allow you to create the form file that will be filled in by your Access 97 database. A dialog box will come up that will allow you to associate your form file with a data file, in this case a table in your Access 97 database. Click on Associate an ODBC Data Source, then click the Select ODBC Data Source button. You should be taken to the Select ODBC Data Source dialog box. You may receive an error message going into it. Click OK to go past the error. Select MS Access 97 Database from the drop down box. You will be taken to a Select Database dialog box. Change to the directory where your Access 97 database resides and highlight your database and click the OK button. You will be taken back to the Select ODBC Data Source dialog box. At this point you will be able to select the table that you want to pull information from from the Table drop down list. Highlight the table that you wish to pull data from and click OK. You will be taken back to the Associate Form and Data File dialog box. Click OK. You will be taken to a WordPerfect document screen where you will have the Merge toolbar available. Create your file and click on the Insert Field button where you want to insert a field. The Select Data Base dialog box will appear. Highlight the database that you want to select information from and click OK. At that point, you will see the Insert Field Name or Number dialog box. In it, you will see the fields that are available in the table that you selected for your data. Highlight the field that you want to insert and choose the appropriate insert option from the dialog box (you may want to keep the dialog box open until you have inserted all of the fields that you want in your document). After you have closed the Insert Field Name or Number dialog box, you can merge your form file with the data from the database by clicking on the Merge button from the toolbar. You will see the Perform Merge dialog box. This box will give you options of how the merge will be performed such as where the output will go, etc. Click the Merge button to begin the merge. You may be prompted to select the database again for each field that you have inserted into your form file. Go ahead and select the appropriate database file. When it is finished merging, you will have a new document with all of the information that you wanted!

 

[dawnd3]

Thank you for the notes. I will try it out next time I am there. I appreciate the reply.

Dawn

http://www.calliopeconsulting.net