| Use Microsoft Access to Start the Merge |
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If youve stored your mailing list in Microsoft Access, you can start the mail merge from Microsoft Access instead of from Word.
Use Microsoft Access to create a query and start the merge To target the exact audience for the form letter, design a query that retrieves only the names and addresses you want. (For more information, see Evaluate Sales Performance in a Microsoft Access Database.) Then, in the Database window, select the query you just created. Click the OfficeLinks button, select Merge It, and follow the instructions on the screen.
Next, use Microsoft Word to create the form letter and complete the merge Write the generic form letter; then insert the merge fields. And, finally, complete the merge as described earlier in this topic.
Then, use Microsoft Access to print matching mailing labels Select a query in the Database window, click the New Object button, and then click New Report. Start the Label Wizard, and then follow the instructions on the screen.
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| To | See | |
| Decide which application to use for your address list | Where Should You Store Your Contact Information | |
| Manage contacts with customers, including updating the mailing list and tracking responses from the form letter | Manage Contacts with Outlook, Create a Business Contact List in Microsoft Excel and, Track Your Business Contacts in Microsoft Access | |
| Schedule follow-up calls, sales visits, and demos | Add Activities to the Calendar | |
| Prepare a bid or quote | Prepare a Customer Quote | |
| Track new orders | Track Orders in a Shared Database | |
| Print a report that summarizes how many new orders your form letter generated | Create a Sales Summary,and Create a Business Report |
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