Excel Magic Trick 1225: Excel/Word Mail Merge for Customer Accounts Receivable Letter or E-mail - - vimore.org

Excel Magic Trick 1225: Excel/Word Mail Merge for Customer Accounts Receivable Letter or E-mail

Excel Magic Trick 1225: Excel/Word Mail Merge for Customer Accounts Receivable Letter or E-mail

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Download File: http://people.highline.edu/mgirvin/excelisfun.htm Learn how to: 1. (00:12) Introduction To Mail Merge with Excel and Word 2. (00:53) Convert Customer Data Table in Excel to an official Excel Table so that we can add new records and have formatting automatically appear with new records. Excel Table feature converts a static Excel table to a Dynamic Table which behaves like a real database. 3. (02:20) Connect Word Letter To Excel Table with Customer Data using Word Mailings Ribbon Tab, Select Recipients 4. (02:47) Remove Customers with a Zero Balance using Word Mailings Ribbon Tab, Edit Recipient List and the Drop Down Filter, Advanced Settings 5. (03:48) Add Address Block to connect Address Data From Excel Table to Inside SAdress area of Letter 6. (04:50) Look at Merged Field Code with Right-Click Method or Keyboard: Alt + F9 7. (05:33) Add Merged Fields to Letter for First Name, Last Name and Balance Due 8. (06:37) Add Formatting to Merged Field to Show Currency Number Format 9. (08:34) Finish Merge For Printing 10. (08:49) Finish Merge For E-mailing 11. (09:53) Test the Mail Merge and Excel Database Connection by changing data and seeing that the Mail Merge is totally Dynamic and Updates Perfectly!! 12. (10:54) Add New Records To Excel Table.



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