Excel Magic Trick 1225: Excel/Word Mail Merge for Customer Accounts Receivable Letter or E-mail

Рет қаралды 65,759

9 жыл бұрын

Download Excel Start File: excelisfun.net/files/EMT1225-...
excelisfun.net/files/EMT1225-...
file://victorio/webbz/content/live/people/mgirvin/AllClasses/216_2013/Content/06MailMerge/EMT1225-FinishedFile-Customer%20Balances.xlsx
file://victorio/webbz/content/live/people/mgirvin/AllClasses/216_2013/Content/06MailMerge/EMT1225-FinishedFile-LetterToCustomers.docx
Download File: people.highline.edu/mgirvin/ex...
Learn how to:
1. (00:12) Introduction To Mail Merge with Excel and Word
2. (00:53) Convert Customer Data Table in Excel to an official Excel Table so that we can add new records and have formatting automatically appear with new records. Excel Table feature converts a static Excel table to a Dynamic Table which behaves like a real database.
3. (02:20) Connect Word Letter To Excel Table with Customer Data using Word Mailings Ribbon Tab, Select Recipients
4. (02:47) Remove Customers with a Zero Balance using Word Mailings Ribbon Tab, Edit Recipient List and the Drop Down Filter, Advanced Settings
5. (03:48) Add Address Block to connect Address Data From Excel Table to Inside SAdress area of Letter
6. (04:50) Look at Merged Field Code with Right-Click Method or Keyboard: Alt + F9
7. (05:33) Add Merged Fields to Letter for First Name, Last Name and Balance Due
8. (06:37) Add Formatting to Merged Field to Show Currency Number Format
9. (08:34) Finish Merge For Printing
10. (08:49) Finish Merge For E-mailing
11. (09:53) Test the Mail Merge and Excel Database Connection by changing data and seeing that the Mail Merge is totally Dynamic and Updates Perfectly!!
12. (10:54) Add New Records To Excel Table.

Пікірлер: 46

@MRaedAlLulu 9 жыл бұрын

This is beyond professional, Mike. Million thanks, and see you next trick.

@gie6696 2 жыл бұрын

Thanks a lot… there’s so many videos out there but I found yours more clearer and easy to follow!

@simoiyahector-morales9521 6 жыл бұрын

Sir now watching this video for the first time and I can't thank you enough. Great job may God bless you.

@Birdlady786 5 жыл бұрын

Thank you sure made this very simple for me. Great work!

@pmsocho 9 жыл бұрын

Mail merge is awesome! Thanks for formatting trick!

@excelisfun 9 жыл бұрын

pmsocho You are welcome!

@donnakirkwood4472 6 жыл бұрын

Totally Awesome Video!! Thank you so very much for sharing.

@86csumpi 7 жыл бұрын

OMG! I love this presentation!!! You are so great!! Subscribed!

@rv7779 7 жыл бұрын

Well done...great video

@krn14242 9 жыл бұрын

Thanks Mike. Great video on the power of mail merge. Love it.

@excelisfun 9 жыл бұрын

krn14242 , Cool! Thanks, WRH!!!

@vikramraghuwanshi9455 3 жыл бұрын

In such a way of beautifuil presentative information done by you , explained a such concepts in just a way.

@excelisfun 3 жыл бұрын

You are welcome!

@sandeepsarkar2919 6 жыл бұрын

Mr. Mike, thanks for sharing such wonderful lesson. How to add 'CC' or 'BCC' in mail merge? Please advice.

@armandobarajas6539 9 жыл бұрын

well, thanks for sharing your knowledge. God bless you. Regards.

@excelisfun 9 жыл бұрын

armando barajas You are welcome!

@WoodsZacharyWoods 8 жыл бұрын

You are the Godfather of Spreadsheets, bro.

@excelisfun 8 жыл бұрын

+Zachary Woods , Glad you like the videos!

@LuisLopez-ey5zz 8 жыл бұрын

Do you know how to this if you want to include several invoice numbers for the same customer?

@tonutammiste 9 жыл бұрын

Just brilliant!

@excelisfun 9 жыл бұрын

Tõnu Tammiste Glad you like it!

@hojeda1990 4 жыл бұрын

Any ideas on how to have a dynamic subject?

@felicec.4854 5 жыл бұрын

I need to review that 'what if empty' filed. How to go about this?

@ankurshukla2516 9 жыл бұрын

Oh Thanks Awesome Mr.Mike ...... :)

@excelisfun 9 жыл бұрын

Ankur shukla You are welcome!

@techshoyeb6388 3 жыл бұрын

Thanks for sharing this information with us.

@excelisfun 3 жыл бұрын

You bet!

@bunmeng007 9 жыл бұрын

This is very useful

@excelisfun 9 жыл бұрын

Bun Meng Leng Glad the video is helpful!

@pponcho8245 5 жыл бұрын

What if you want to itemize the amount due?

@planiolro 9 жыл бұрын

excellent video on Mail Merge. I hope is not going to be last one on this topic. Mail Merge is a powerful tool as long as you master it. When you use Mail Merge with Outlook is there a way to make the subject line dynamic? For instance I would like to indicate in the subject line the name of the recipient of the email and currently this is not possible.

@excelisfun 9 жыл бұрын

With Regular Mail Merge, I do not know how to do it. Maybe it is possible with VBA code.

@ricardobrizuela7589 7 жыл бұрын

excelent video! thumbs up! I have a question; what if i want to add a "CC" and/or "BCC" e-mail address??

@abdullahalanazi1595 4 жыл бұрын

I have the same question 👍🏻

@MrSarky1992 9 жыл бұрын

Mike, serious question: do you think it's possible to pick up girls with excel? For example I recently made a workbook, where no matter what they write in, they get a

@abdullahalanazi1595 4 жыл бұрын

Thanks a lot but I have in issue which is, How can I send the same nonfiction to the employee and manager at the same time. Can you help me plz

@rajkiran557 9 жыл бұрын

This is awesome, I have a question, this email will go to an individual email address, how can I send this along with a cc? In a different situation is that possible?

@excelisfun 9 жыл бұрын

Raj kiran , I do not know how to do it with cc. Maybe VBA code, but I am not sure how to do that.

@Tat-cx1lr 3 жыл бұрын

Bonjour Tout d’abord merci pour ce partage. J’ai essayé votre méthode pour envoyer les états de facturation par mail. Malheureusement cela ne marche. L’ objectif est d’avoir toutes les lignes facturées sur le même mail pour chaque client. Merci d’avance pour votre aide. Amicalement