Link the Form to Data

The form can be linked to a table in Word, Excel, Outlook or an Access database if you wish. Each time you open the form, the merge can automatically look up the name, address, and phone as well as custom fields.

 

Before You Begin: There are two parts to a mail merge: the Main document, or form, and the Data. In this example, the Bug Report form is the Main document.

 

The Data will be a Recipients database with custom fields that we will create in the following pages.

 

1. Try it: Create a Mail Merge

Go to Mailings -> Start Mail Merge.

Click on Letters.

Keep going....

 

Where Have You Seen This, Before? A Mail Merge looks up data in a table, too.