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Old 02-21-2022, 04:03 PM
jgarv jgarv is offline Mac OS X Office for Mac 2011
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Join Date: Apr 2013
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Default use same recipient list for several documents

As membership director for a nonprofit organization, monthly I print and mail membership cards. To do so I use the same Excel spreadsheet for the recipient list for the cards themselves, a cover letter, an envelope, and often a donation thank-you letter.

For each document, I need to go through the entire process of specifying the recipient list:
  1. Click "Select Recipients"
  2. Click "Use an existing list"
  3. Choose a data file—I always have to click the folder drop-down because it defaults to "Documents", which I don't use.
  4. Navigate to the correct folder and select the spreadsheet
  5. Answer "Yes" to open the file if it is from a trusted source
  6. Select the appropriate sheet in the workbook
I must be missing something. Isn't there a simple option to select the last used database? I would think it would be the default.

Thanks for your help.

Jim
Word 16 for Mac
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