Hi folks - new to the forum.

I'm creating a mail merge in Word for envelope labels. I'm somewhat familiar with process (have had success in the past).

Attempting to use "next record IF" qualifier. Recipient list is simple Excel spreadsheet that has name, street address, city, state, zip - the basics. We have about 100 names (records) in this list, but don't need to include all for printing labels. In excel, I have a field (column) called "Include" - which is populated for each record with a simple "yes" or null.

In the mail merge, I'm trying to use "next record IF" - with the criteria to use next record if "include" = "yes". aka only create a label for a name where "include" = "yes". I've had this work in the past, but now I'm doing something wrong and basically have these 2 related but different questions:

1) when the record is null (aka not "yes") - instead of skipping the record and going on to the next record, it's just repeating the previous record. ??? (PS, I've also tried "Skip record IF" <> "yes", same result.

2) in attempting to copy the "next record IF" criteria into all the labels, I'm hitting "update labels" button in the ribbon above. This does indeed copy my address fields into all the labels - however when I press this button - it reverts the "next record IF" field back to just "next record". Once I do in fact get the "next record IF" working - how will I then copy this into each label??? I thought that's what "update labels" does? but when I hit it, it reverts back to "next record" in all labels.

Also - note that I'm on a Mac and using Office 365 subscription, if that matters.

Many thanks!
Brad