mail-merge interview questions
Top mail-merge frequently asked interview questions
How do I attach a PDF document to an email merge using Outlook and Word. The merge is ready to go but I don't see a place to attach a file.
Source: (StackOverflow)
I'm trying to send a personalized email message to a contact group, but I get this error message:
"contact groups cannot be selected.
you must select a contact group."
If I select individual contacts instead of contact groups, it works fine. Anyone can help?
Thank you in advance.
Source: (StackOverflow)
I am doing a mail merge in Microsoft Word and pulling the data from an Excel spreadsheet. The text is being inserted perfectly, but when I go to insert a number value, the number goes out to fifteen decimals places when it should only be out to two decimal places.
I have tried using the ROUND(cell,2) formula as well as Special Paste->Value, but both times Word still outputted numbers fifteen decimal places out. How can I control the formatting of these numbers in mail merge so that they display in a fixed two decimal format (i.e. $8.00, $5.20, $7.49)?
Source: (StackOverflow)
I am using MS Word 2013. I have a document that, when opened, prompts me with:
Opening this document will run the following SQL command:
SELECT * FROM C:\somepath\somefile.mrg
Data from your database will be placed in the document. Do you want to continue?
I am trying to find where in the Word document this data source is being specified, and hopefully remove it completely.
Source: (StackOverflow)
I am trying to figure out why my mail merge in the a Word document is prompting me twice for seemingly two different data sources. Both prompts look like the following:
.
The first prompt points the path where my .csv file resides, but then the prompt about appears directly afterwards if I click yes to the first. The picture posted is the 2nd prompt that I receive. What's with the funky name on my SELECT statement and how do I eliminate the second prompt?
Source: (StackOverflow)
I have an Excel Spreadsheet with a ZIP code column. For some dumb reason the original spreadsheet I got had all the zip codes stored as numbers, so a ZIP code like 01234 was stored as 1234. Easy to fix with "Format Column" as "Special => ZIP Code". All values like 1234, show up as 01234. Great!
When I import it into Word via Mail Merge (to print address labels), the ZIP codes on all the addresses starting with a leading zero (like 01234) revert to their old form (1234).
How do I fix this?
Source: (StackOverflow)
I'm making a template for a letterhead, and I've put in mail merge fields for name/address. Some of my address records don't have some fields like name or address line 2. When these records are used, the fields end up blank and my greeting line and everything else moves up to compensate.
I was thinking that I could put these fields as part of my header, but the header shrinks in size just the same when displaying these records. So is there some way I can make it so that my greeting line and onward start no higher than a specific portion of my document?
Source: (StackOverflow)
I've just moved a number of Word mail merge files, and a number of Excel spreadsheets that are the data sources for the mail merges, from a Windows XP computer to a Windows 7 computer, and now all the paths for the merge sources are incorrect (used to be c:\documents and settings\user\my documents.... now c:\users\documents....). While I can correct the path of the data source in each file individually, I was hoping that there would be some way of updating the files in bulk, as there are a relatively large number of them. Word 2007 is what is being used, but the documents are all in the previous DOC format (not DOCX).
Source: (StackOverflow)
Is it possible to use conditional formatting in Microsoft Word 2007 Mail merge? I would like it to color the font, depending on the field value, for instance:
- if
"Priority" field equals 1, color the font to red
- if
"Priority" field equals 2, color the font to yellow
- if
"Priority" field equals 3, color the font to green
I've tried using the "Rules" -> "If... Then... Else" and this could probably work, but creating rules using it is a nightmare.... Is there a better way?
Source: (StackOverflow)
I'm creating a mail merge document where I need to hide swathes of the document based on a field I have. OK. That's simple enough. {IF {MERGEFIELD My_Field} = "True" "a bunch of text ""}. But one portion of the document I need to hide contains a table (the table is not dynamic in any way). However, when I put it inside my merge code, the other text shows up, but not the table. Is this a limitation of Word, or is it possible to have a table within my conditionally-shown text?
Source: (StackOverflow)
Is there a simple way to mail merge with Word 2007 and add an attachment? I've searched google, and all results point to pasting in VB code.
I want to a small team of novice users to be able to mail merge e-mails and add attachments.
Does anyone know a simple way of doing this without code?
Source: (StackOverflow)
Do data sources that you set up (particularly to SQL Server) travel with a mail merge document?
In other words, if I set up data sources in a mail merge document on my machine and then save and send that document to a co-worker and she opens it on her machine, will the data sources still be there when she opens it? Or, will she have to set them up again herself?
Source: (StackOverflow)
I'm working with Word templates which contain nested tables of mail-merged fields. I need the row height of one of the child tables to have a minimum height but be able to expand (height only not width) to accommodate the contents from the mail-merged data
Anyone know how to achieve this?
Source: (StackOverflow)
I am trying to put the results of a questionnaire in a Word document.
The questionnaire is completed using a web application, and the results are stored in a database. The letter needs to only include those questionnaire results that are deemed unsatisfactory, so the number of results varies. The results that need to be on the letter can be easily exported to an Excel spreadsheet. The table is something like this.
Question | Answer | Reason
====================================================
Is the project up to code? | No | Plans missing.
Has payment been made? | No | Cheque returned, NSF.
How can I display the information as paragraphs inside of a Word document? Something like this.
Dear So-and-So,
The results of your questionnaire are as follows:
No - Is the project up to code?
Plans Missing.
No - Has payment been made?
Cheque returned, NSF.
Sincerely,
The Administration
When I use Mail Merge, I end up getting a separate document for each questionnaire item. I could insert in the <<NextRecord>> merge field, and duplicate the other merge fields, but still, multiple documents are generated, and unless there are the right number of copied fields, blank rows are made, or data is missed.
Is there a way to do a Mail Merge, inserting an unknown number of items into the same document? The result could either be a table or a series of paragraphs. Some sort of Mail Merge loop would be awesome!
Source: (StackOverflow)
I'm trying to set up a mail merge that will be sent on behalf of another account. With a reply-to address set to be a completely different account in an exchange environment.
Everything I've read suggest that I can't do these without 3rd party tools. My questions are:
- Is there a secret window in Word or Outlook that I'm missing?
- Does anyone have personal experience with any of the 3rd party apps that claim to have this functionality? (Mail Merge Toolkit, etc.)
fwiw, I'm on office 2013 but it seems to have the same deficiencies as previous editions.
Source: (StackOverflow)