Microsoft Office Question: Download Questions PDF
Add the Insert Merge Field Button to the Word XP/2003 Mail Merge Toolbar
Answer:
1. Choose Toolbars from the View menu, then select Mail Merge to display the Mail Merge toolbar.
2. Choose Customize from the Tools menu.
3. In the Customize window, select the Commands tab.
4. Select Mail Merge from the Categories list on the left.
5. Select Insert Mail Merge Field on the right.
6. Drag Insert Mail Merge Field to the Mail Merge toolbar and position it to the left of the Insert Word Field button.
7. Release the mouse button (the Insert Merge Field button will appear on the toolbar).
8. If you don't need the Mail Merge toolbar now, choose Toolbars from the View menu, then select Mail Merge to hide the Mail Merge toolbar.
Note: The method of "data exchange" has changed in Word 2003 from older versions of Office. One detail that is different is that the formatting of data from an Excel spreadsheet is lost when documents are merged. One fix is to use formatting "switches" in the merge fields in the main document, which is somewhat confusing. An easier fix is to change the data exchange method back to Dynamic Data Exchange or DDE (the method used in previous versions of Office). This method will apply the formatting in the Excel worksheet to the fields in the merged document.
To make this change:
1. Choose Options from the Tools menu, then select the General tab.
2. Check the Confirm conversion at Open box.
3. Click OK.
4. When you select your Data Source document, Word will prompt you to Confirm Data Source. Choose MS Excel Worksheets via DDE (*.xls).
2. Choose Customize from the Tools menu.
3. In the Customize window, select the Commands tab.
4. Select Mail Merge from the Categories list on the left.
5. Select Insert Mail Merge Field on the right.
6. Drag Insert Mail Merge Field to the Mail Merge toolbar and position it to the left of the Insert Word Field button.
7. Release the mouse button (the Insert Merge Field button will appear on the toolbar).
8. If you don't need the Mail Merge toolbar now, choose Toolbars from the View menu, then select Mail Merge to hide the Mail Merge toolbar.
Note: The method of "data exchange" has changed in Word 2003 from older versions of Office. One detail that is different is that the formatting of data from an Excel spreadsheet is lost when documents are merged. One fix is to use formatting "switches" in the merge fields in the main document, which is somewhat confusing. An easier fix is to change the data exchange method back to Dynamic Data Exchange or DDE (the method used in previous versions of Office). This method will apply the formatting in the Excel worksheet to the fields in the merged document.
To make this change:
1. Choose Options from the Tools menu, then select the General tab.
2. Check the Confirm conversion at Open box.
3. Click OK.
4. When you select your Data Source document, Word will prompt you to Confirm Data Source. Choose MS Excel Worksheets via DDE (*.xls).
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