Page 1 of 1
Creating Mail Merge Files
Posted: Thu Feb 05, 2009 11:38 am
by aatarsus
My manual tells me that PC will allow me to create excel spreadsheets, dBase or WordPerfect DOS files, but whenever I go to create the mail merge file it only allows me to create a *.txt file.
Re: Creating Mail Merge Files
Posted: Thu Feb 05, 2009 11:53 am
by NeilZ
aatarsus wrote:My manual tells me that PC will allow me to create excel spreadsheets, dBase or WordPerfect DOS files, but whenever I go to create the mail merge file it only allows me to create a *.txt file.
The mail merge file created by Powerchurch can be used as input to the MS Word mail merge function.
Exactly what are you trying to do ?
Posted: Thu Feb 05, 2009 1:05 pm
by aatarsus
I'm trying to work with a secretary who is used to merging with excel and word. We had been adding the extra step of converting the text document to an excel document. Neither she nor I had ever worked with text documents when merging, but after seeing your response and trying it out we realize that it will work just fine. Thanks so much.
Posted: Thu Feb 05, 2009 4:41 pm
by Zorak
In PowerChurch Plus, go to File > Preferences > User Setup Options > Mail Merge tab.
On a per-user basis, you can specify which type of file you want created when doing a mail merge data source from PowerChurch Plus.
Posted: Fri Feb 06, 2009 11:11 am
by aatarsus
Thanks for your help Neil and Zorak. We did finally get this issue figured out. We are in the process of finally starting to utilize this software. The church has used it for years, but never tapped into it's incredible functionality. We have dozens of seperate Excel databases etc. throughout the office and we are in the process of slowly getting everything centralized on PC. It's hard to convince someone to change when they can't be comfortable with the switch.
Posted: Fri Feb 06, 2009 12:54 pm
by NeilZ
aatarsus wrote:Thanks for your help Neil and Zorak. We did finally get this issue figured out. We are in the process of finally starting to utilize this software. The church has used it for years, but never tapped into it's incredible functionality. We have dozens of seperate Excel databases etc. throughout the office and we are in the process of slowly getting everything centralized on PC. It's hard to convince someone to change when they can't be comfortable with the switch.
What we did was show that on one database they had one address for a person, and on another list a different address.
Then we showed them how many places needed to be changed for a simple phone update, whereas it only took one change in PC+ to update everything they needed.