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psctornado
04-11-2011, 06:30 AM
Hi,

I'm working on a mail merge document where there may be a varying amount of overpayment reasons and I would like them bulleted in my mail merge word document. Some of the letters will have 1 reason, some will have 2 or 3 reasons.

I've been trying to search for a code or create an if, then, else formula in my mail merge, but nothing seems succesful in creating the bullet along with the reason.

Anyone have any ideas?

:dunno

macropod
04-11-2011, 07:29 PM
Hi psctornado,

You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://lounge.windowssecrets.com/index.php?showtopic=731107
or
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
Do read the tutorial before trying to use the mailmerge document included with it.

Turning the output records into a bulleted list is simply a matter of applying the correct Styles/paragraph formatting.

psctornado
04-12-2011, 04:11 AM
Thanks for reply macropod, but after reading your provided links and tutorial I still do not understand quite how to accomplish this. Is there anyway you could elaborate?

Thanks!:banghead:



Hi psctornado,

You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://lounge.windowssecrets.com/index.php?showtopic=731107
or
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
Do read the tutorial before trying to use the mailmerge document included with it.

Turning the output records into a bulleted list is simply a matter of applying the correct Styles/paragraph formatting.

psctornado
04-12-2011, 08:12 AM
Hi again,

After going through your provided links I was able to better understand what to do. Thanks for the help!! :thumb


Hi psctornado,

You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://lounge.windowssecrets.com/index.php?showtopic=731107
or
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
Do read the tutorial before trying to use the mailmerge document included with it.

Turning the output records into a bulleted list is simply a matter of applying the correct Styles/paragraph formatting.