QUICK TIPS for Supporter Donation System
Mail Merge

1. Click on the Supporters button on the Main Menu.

2. Open SSE if you need to filter your supporter selection.

3. Click on the Mail Merge button on the bottom of the Supporter Search screen.

4. Find  your MS Word document in the Choose a Word Document screen.

5. Click on the Open button.

6. Put your cursor where you want to insert your merge fields.

7. Click on the Insert Merge Field tool on the Mail Merge Toolbar (it looks like a plain sheet of paper)

8. Click on the Merge Fields to be inserted and click on the Insert button.

9. Insert all the fields you will need on the letter.

10. Click the Cancel button on the Insert Merge Field screen.

11. Move your merge fields into the correct positions, adding spaces and punctuation as needed.

12. Click on Save to save the letter.

13. Click on the <<ABC>> tool on the Mail Merge Tool bar to merge your letter and your data.

14. Use the right and left record scroll tools on the Mail Merge Toolbar to view each of your merged letters.

NOTE: You can turn on the Mail Merge Wizard and use it to walk  you through the mail merge process.

You can merge the letter to a new document and save it so you can make minor changes to each letter or you can merge the letter directly to your printer and print if you are satisfied with the outcome. 

Vision Computer Programming Services, Inc.
685 Main Street, Suite C
Safety Harbor, FL 34695
(888) 425-6964
Email: email@visioncps.com 
Web Page: www.visioncps.com

Contents Copyright ©2010 Vision Computer Programming Services, Inc.