FYI. The accompanying images are found the help file and the user manual under Mail Merge.


You can access the Mail Merge features in Schedule XP by clicking the Mail Merge button next to the Report button on the Reports Tab. You will see the form that will allow you to select which query you wish to use as your data source. These are the same queries mentioned later in the manual that are accessible when you go through Microsoft Word 2007 Mail Merge Wizard and select the ScheduleXP2008 file. Once you select the type of data that you want hit the merge button at the bottom.



The next form you will see is the Templates form. You can select a previously created merge doc, or create a new one. We are going add a new template, hence select Add new template:



You will be prompted for a document name to create:




At this point word will be launched. You now simply insert the merge fields to create template.




As you can see, it is easy to select the merge fields and insert them into the word document. I will post a screen shot from later version of word, but suffice to say that later versions of word really did wreak this nice process. I leave it to you to find the strange little button that drops down the merge field list in later versions of word.

If the above tool bar does not show, then go tools->Letters and mailings->Show mail merge tool bar. (it usually shows. but for some reason some pc's don't see the above tool bar unless you turn it on.)
When done, just close the doc, or even close word. You will be asked to save the doc, and you just have to answer yes, as the file name is already set for you.

At this point, you are now back to the merge pop up screen, and you can now select the template.

Note that when you merge with the template, the result has NO merge fields in it. It is a nice standalone document that you can print, email, or do whatever you want with (there is no connection to the access file that remains). If you still are having difficulty with Mail Merge it is probably related to getting the merge fields on the Word document. I suggest setting up the merge fields and label parameters even if the addresses don't come over. When you have the document the way you like it..Save it. Go back to Schedule XP and restart the Merge process. This time select the document you recently created and hit the "Ok to merge with Word" button instead of adding a new template. Mail Merge has always been a headache to set up for me because I've never taken the time to fully understand it's full potential in Word.

When you use Word 2003 the options are slightly different than with previous version of Microsoft Word. Just remember that the Mail Merge in Schedule XP is to get your data into Microsoft Word. You can format that data in Word as you see fit. If you need some assistance on Mail Merge in Word check the link below or simply Google it. http://www.wellesley.edu/Computing/Offi ... rge03.html

If you are using Microsoft Word 2007 you may link to the ScheduleXP2008 file directly to do all you mail merges but it isn’t required.
Don’t forget that when all the data is sent the Microsoft Word that it can still be filtered while in Microsoft Word. You can exclude certain zip codes or various other things. Mail Merge in Microsoft Word is very powerful and I won’t attempt to explain it all here. Go online for additional information.



Once you have a template for your labels you can use any of the queries to populate it with address information. This means you don't have to create templates for each query.