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  #1  
Old 06-07-2019, 06:56 AM
jstofferahn jstofferahn is offline Form Letter Windows XP Form Letter Office 2019
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I am working on a form letter that will be used to recruit members for an association my firm manages. I have some data in an Excel spreadsheet for each of those members including things like what their dues would be.



Is there a way using mail merge or some other tool to create the letter so that other users can pull it up, type in the name of the recruiting target they want, and have the rest of the data tied to that recruiting target populate in the relevant spots in the letter?
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Old 06-07-2019, 09:45 AM
Charles Kenyon Charles Kenyon is offline Form Letter Windows 10 Form Letter Office 2016
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Not without macros.
You could teach them to use the Find Recipient tool to search for that name.
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Old 06-07-2019, 12:34 PM
jstofferahn jstofferahn is offline Form Letter Windows XP Form Letter Office 2019
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Thanks for the info, I appreciate it.
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Old 06-07-2019, 02:14 PM
Charles Kenyon Charles Kenyon is offline Form Letter Windows 10 Form Letter Office 2016
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I assume that you are not using Office 2016 on Widows XP.
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