#1
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Form Letter
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? |
#2
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Not without macros.
You could teach them to use the Find Recipient tool to search for that name. |
#3
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Thanks for the info, I appreciate it.
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#4
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I assume that you are not using Office 2016 on Widows XP.
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