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Below is a list of the most common customer questions. If you can’t find an answer to your question, please don’t hesitate to reach out to us.
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How do I skip a blank field in a mail merge?
Run all the merge fields together (no spaces or carriage returns between them). Toggle on the field codes by using Alt+F9. After the second merge field, place a “\\b “
How do I do a skip record in mail merge?
Go to Mailings > Rules > Skip Record If. In the Field name list choose the merge field name, such as Size. In the Comparison list choose a way of comparing the data value.
Why is mail merge skipping records?
The root cause of the “skipping” behavior during a Mass Mail Merge for labels, is an improperly formatted MS Word document that is used as the source for the Mail Merge template. More specifically, the incorrect placement of the 'next record' merge field in the MS Word document can/will cause the skipping behavior.
What is next record in mail merge?
The primary purpose of the “Next Record” field is to direct Word to merge subsequent data -- in other words, the next name and address on the spreadsheet -- into the following label instead of starting a new sheet of labels with each listing.
How do I change the date format in a mail merge?
Perform the first different steps of the Mail Merge as usual (Start Mail Merge, Select Recipients and insert Merge Field) Select the date field you wish to change and press Shift+F9. The code of your Merge field is now shown.
Why does my mail merge change the date format?
Applying a date format switch fixes that — and gives the mail merge document the ability to format the date independently of whatever format is used in the data source. To get the date format you want, you can add a formatting picture switch as follows: select the merge field. Press Shift-F9 to expose the field coding.
How do I change the date format in a mail merge in Excel?
The Date format switch (@) specifies the display of a date. Press Alt + F9 to display and edit the merge codes. The letter M must be uppercase to distinguish months from minutes. The letter y displays the year as two or four digits. The letter y can be either uppercase or lowercase.
How do I keep currency formatting in Mail Merge?
To format a numeric merge field, use the \\# switches. For example, to display a currency field as “$125.23”, the merge field should be defined as {SEDGEFIELD object. Mayfield \\# $#, ##0.00}. To format a date merge field, use the \\@ switches.
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