Word - Advanced mail merge (Field code) Tutorial
In this video, you will learn about advanced mail merge using field codes.
The video covers how to add a comma to the mileage field in a mail merge by using field codes and switches.
Field codes are placeholders for data that Word adds automatically, and they can be used for things like page numbers and automatic tables of contents.
By using a switch called a picture switch, you can format the numbers in the merge field to include a comma.
This technique goes beyond the basic mail merge commands and allows for more customization.
Understanding and using field codes can enhance your mail merge skills and give you more control over the formatting of your documents.
- 2:59
- 2615 views
-
OneDrive - What is OneDrive ?
- 01:14
- Viewed 1731 times
-
Copilot - Use Copilot with Right-Click
- 01:45
- Viewed 1029 times
-
Outlook - Create and modify a group
- 2:19
- Viewed 4514 times
-
OneDrive - Edit, Delete a Share
- 02:16
- Viewed 1138 times
-
Power BI - Introduction to Power Bi
- 1:29
- Viewed 6478 times
-
Teams Premium - Activate the features of Teams Premium
- 3:48
- Viewed 13860 times
-
Teams Premium - Optimize Teams Premium settings in Administration
- 1:27
- Viewed 2675 times
-
Viva Engage - The role of an administrator
- 2:22
- Viewed 4924 times
-
Collapsible headings
- 3:03
- Viewed 6839 times
-
Navigation Pane Part 1 : Rearranging a document
- 2:32
- Viewed 3941 times
-
Copy & Paste
- 3:09
- Viewed 3661 times
-
Introduction to Word
- 0:59
- Viewed 3524 times
-
Change footnote font, size, and formatting
- 2:48
- Viewed 3277 times
-
More things you can do with pictures
- 4:53
- Viewed 3229 times
-
Insert icons
- 0:43
- Viewed 3185 times
-
Locate your documents
- 0:20
- Viewed 3151 times
-
Introduction to Tables of Contents
- 2:57
- Viewed 3125 times
-
Microsoft Search
- 0:34
- Viewed 3118 times
-
More options and custom labels
- 3:59
- Viewed 3083 times
-
Insights into what you're working on
- 0:36
- Viewed 3001 times
-
Use dictate to type in Word
- 0:27
- Viewed 2998 times
-
Faster shape formatting and new and modern chart types
- 1:04
- Viewed 2983 times
-
Take tables of contents (TOCs) to the next level
- 3:51
- Viewed 2964 times
-
Mail merge
- 3:51
- Viewed 2959 times
-
3D Models
- 0:42
- Viewed 2953 times
-
Add a logo or other picture
- 3:17
- Viewed 2935 times
-
Format a document
- 2:58
- Viewed 2925 times
-
Translate Content in Word
- 2:04
- Viewed 2916 times
-
Format and add a graphic
- 3:20
- Viewed 2904 times
-
Insert items in a document
- 2:59
- Viewed 2884 times
-
Translate your Word documents into any language
- 0:33
- Viewed 2872 times
-
Save, export and share
- 2:08
- Viewed 2851 times
-
Let Word read your documents out loud
- 0:36
- Viewed 2842 times
-
Ink Equation
- 0:43
- Viewed 2836 times
-
Edit document with natural gestures
- 0:34
- Viewed 2805 times
-
Track changes online
- 3:14
- Viewed 2776 times
-
A first look at Word 2016
- 3:16
- Viewed 2760 times
-
Print envelopes with mail merge
- 3:58
- Viewed 2760 times
-
Design considerations for orientation
- 2:00
- Viewed 2744 times
-
Add headers, footers, margins, and rulers to a page
- 2:45
- Viewed 2739 times
-
Accessibility in Word
- 2:29
- Viewed 2733 times
-
Insert and customize a footnote
- 3:04
- Viewed 2722 times
-
How things are organized
- 2:00
- Viewed 2701 times
-
Check Accessibility in Word
- 1:42
- Viewed 2686 times
-
Navigation Pane Part 2 : Search Options
- 1:35
- Viewed 2652 times
-
Custom margin - Headers and footers
- 1:29
- Viewed 2643 times
-
Use landscape and portrait orientation
- 3:28
- Viewed 2639 times
-
A closer look at the ribbon
- 3:54
- Viewed 2618 times
-
Focus on priorities with the Immersive Reader
- 1:13
- Viewed 2616 times
-
Modify a TOC with field codes
- 2:59
- Viewed 2615 times
-
Add multiple TOCs to a document
- 4:59
- Viewed 2615 times
-
Track changes in email with multiple people
- 4:36
- Viewed 2612 times
-
Create and print labels
- 3:05
- Viewed 2541 times
-
Chat with co-authors while editing
- 0:29
- Viewed 2525 times
-
Incorporate revisions with track changes
- 3:10
- Viewed 2506 times
-
Pin your important files
- 0:34
- Viewed 2484 times
-
Do things quickly with Tell Me
- 1:04
- Viewed 2451 times
-
Get going fast
- 1:44
- Viewed 2432 times
-
Print letters with mail merge
- 4:02
- Viewed 2430 times
-
Use mail merge to create multiple labels
- 3:21
- Viewed 2415 times
-
Add custom entries to a TOC
- 3:00
- Viewed 2411 times
-
Add formatting to a TOC
- 3:48
- Viewed 2405 times
-
Start working together in a document
- 2:03
- Viewed 2401 times
-
Track changes
- 2:34
- Viewed 2382 times
-
Advanced tables of contents
- 3:15
- Viewed 2370 times
-
Work together in real time
- 1:40
- Viewed 2348 times
-
Customize track changes
- 2:18
- Viewed 2348 times
-
Changing existing styles
- 1:08
- Viewed 2320 times
-
Custom margin - Default margin
- 1:06
- Viewed 2305 times
-
Styles
- 1:49
- Viewed 2287 times
-
Working with watermarks
- 2:48
- Viewed 2174 times
-
Creating Styles
- 1:03
- Viewed 2137 times
-
Improved version history
- 0:56
- Viewed 2136 times
-
Custom margin
- 1:59
- Viewed 2117 times
-
Add a Table from Text with Copilot
- 1:39
- Viewed 1902 times
-
Rewrite or Summarize Existing Text with Copilot
- 2:29
- Viewed 1703 times
-
Draft Content Based on an Existing Document with Copilot
- 2:15
- Viewed 1345 times
-
Use the Copilot Conversation Pane in Word
- 1:56
- Viewed 996 times
-
Generate Text from an Idea or Plan
- 2:51
- Viewed 930 times
-
Make changes to a text
- 01:05
- Viewed 296 times
-
Introducing to Word
- 01:00
- Viewed 191 times
-
Initiate a project budget tracking table with Copilot
- 02:54
- Viewed 72 times
-
Develop and share a clear project follow-up with Copilot
- 02:18
- Viewed 77 times
-
Organize an action plan with Copilot and Microsoft Planner
- 01:31
- Viewed 90 times
-
Structure and optimize team collaboration with Copilot
- 02:28
- Viewed 91 times
-
Copilot at the service of project reports
- 02:36
- Viewed 80 times
-
Initiate a tracking table with ChatGPT
- 01:35
- Viewed 74 times
-
Distribute tasks within a team with ChatGPT
- 01:26
- Viewed 127 times
-
Generate a meeting summary with ChatGPT
- 01:24
- Viewed 80 times
-
Project mode
- 01:31
- Viewed 82 times
-
Create an agent for a team
- 01:53
- Viewed 138 times
-
Install and access Copilot Studio in Teams
- 01:38
- Viewed 141 times
-
Analyze the Copilot Studio agent
- 01:25
- Viewed 82 times
-
Publish the agent and make it accessible
- 01:39
- Viewed 147 times
-
Copilot Studio agent settings
- 01:33
- Viewed 72 times
-
Add new actions
- 01:54
- Viewed 136 times
-
Create a first action
- 01:59
- Viewed 135 times
-
Manage topics
- 01:51
- Viewed 102 times
-
Manage knowledge sources
- 01:11
- Viewed 74 times
-
Create an agent with Copilot Studio
- 01:52
- Viewed 133 times
-
Access Copilot Studio
- 01:09
- Viewed 131 times
-
Get started with Copilot Studio
- 01:25
- Viewed 71 times
-
Introduction to PowerBI
- 00:60
- Viewed 193 times
-
Introduction to Microsoft Outlook
- 01:09
- Viewed 185 times
-
Introduction to Microsoft Insights
- 02:04
- Viewed 192 times
-
Introduction to Microsoft Viva
- 01:22
- Viewed 193 times
-
Introduction to Planner
- 00:56
- Viewed 197 times
-
Introduction to Microsoft Visio
- 02:07
- Viewed 192 times
-
Introduction to Microsoft Forms
- 00:52
- Viewed 193 times
-
Introducing to Microsoft Designer
- 00:28
- Viewed 270 times
-
Introduction to Sway
- 01:53
- Viewed 169 times
-
Introducing to Word
- 01:00
- Viewed 191 times
-
Introducing to SharePoint Premium
- 00:47
- Viewed 171 times
-
Create a call group
- 01:15
- Viewed 244 times
-
Use call delegation
- 01:07
- Viewed 154 times
-
Assign a delegate for your calls
- 01:08
- Viewed 240 times
-
Ring multiple devices simultaneously
- 01:36
- Viewed 157 times
-
Use the "Do Not Disturb" function for calls
- 01:28
- Viewed 146 times
-
Manage advanced call notifications
- 01:29
- Viewed 162 times
-
Configure audio settings for better sound quality
- 02:08
- Viewed 196 times
-
Block unwanted calls
- 01:24
- Viewed 164 times
-
Disable all call forwarding
- 01:09
- Viewed 164 times
-
Manage a call group in Teams
- 02:01
- Viewed 155 times
-
Update voicemail forwarding settings
- 01:21
- Viewed 151 times
-
Configure call forwarding to internal numbers
- 01:02
- Viewed 148 times
-
Set call forwarding to external numbers
- 01:03
- Viewed 171 times
-
Manage voicemail messages
- 01:55
- Viewed 226 times
-
Access voicemail via mobile and PC
- 02:03
- Viewed 246 times
-
Customize your voicemail greeting
- 02:17
- Viewed 147 times
-
Transfer calls with or without an announcement
- 01:38
- Viewed 144 times
-
Manage simultaneous calls
- 01:52
- Viewed 153 times
-
Support third-party apps during calls
- 01:53
- Viewed 192 times
-
Add participants quickly and securely
- 01:37
- Viewed 155 times
-
Configure call privacy and security settings
- 02:51
- Viewed 150 times
-
Manage calls on hold
- 01:20
- Viewed 158 times
-
Live transcription and generate summaries via AI
- 03:43
- Viewed 148 times
-
Use the interface to make and receive calls
- 01:21
- Viewed 157 times
-
Draft a Service Memo
- 02:33
- Viewed 207 times
-
Extract Invoice Data and Generate a Pivot Table
- 03:26
- Viewed 195 times
-
Formulate a Request for Pricing Conditions via Email
- 02:32
- Viewed 289 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:41
- Viewed 257 times
-
SharePoint Page Co-Editing: Collaborate in Real Time
- 02:14
- Viewed 99 times
-
Other Coaches
- 01:45
- Viewed 204 times
-
Agents in SharePoint
- 02:44
- Viewed 166 times
-
Prompt coach
- 02:49
- Viewed 191 times
-
Modify, Share, and Install an Agent
- 01:43
- Viewed 183 times
-
Configure a Copilot Agent
- 02:39
- Viewed 173 times
-
Describe a copilot agent
- 01:32
- Viewed 199 times
-
Rewrite with Copilot
- 01:21
- Viewed 174 times
-
Analyze a video
- 01:21
- Viewed 198 times
-
Use the Copilot pane
- 01:12
- Viewed 190 times
-
Process text
- 01:03
- Viewed 179 times
-
Create an insights grid
- 01:19
- Viewed 303 times
-
Generate and manipulate an image in PowerPoint
- 01:47
- Viewed 188 times
-
Interact with a web page with Copilot
- 00:36
- Viewed 210 times
-
Create an image with Copilot
- 00:42
- Viewed 313 times
-
Summarize a PDF with Copilot
- 00:41
- Viewed 202 times
-
Analyze your documents with Copilot
- 01:15
- Viewed 200 times
-
Chat with Copilot
- 00:50
- Viewed 189 times
-
Particularities of Personal and Professional Copilot Accounts
- 00:40
- Viewed 292 times
-
Data Privacy in Copilot
- 00:43
- Viewed 202 times
-
Access Copilot
- 00:25
- Viewed 319 times
-
Use a Copilot Agent
- 01:24
- Viewed 213 times
-
Modify with Pages
- 01:20
- Viewed 214 times
-
Generate and manipulate an image in Word
- 01:19
- Viewed 206 times
-
Create Outlook rules with Copilot
- 01:12
- Viewed 202 times
-
Generate the email for the recipient
- 00:44
- Viewed 192 times
-
Action Function
- 04:18
- Viewed 156 times
-
Search Function
- 03:42
- Viewed 212 times
-
Date and Time Function
- 02:53
- Viewed 190 times
-
Logical Function
- 03:14
- Viewed 296 times
-
Text Function
- 03:25
- Viewed 217 times
-
Basic Function
- 02:35
- Viewed 182 times
-
Categories of Functions in Power FX
- 01:51
- Viewed 205 times
-
Introduction to Power Fx
- 01:09
- Viewed 187 times
-
The New Calendar
- 03:14
- Viewed 321 times
-
Sections
- 02:34
- Viewed 195 times
-
Customizing Views
- 03:25
- Viewed 186 times
-
Introduction to the New Features of Microsoft Teams
- 00:47
- Viewed 326 times
-
Guide to Using the Microsoft Authenticator App
- 01:47
- Viewed 208 times
-
Turn on Multi-Factor Authentication in the Admin Section
- 02:07
- Viewed 163 times
-
Manual Activation of Multi-Factor Authentication
- 01:40
- Viewed 116 times
-
Concept of Multi-Factor Authentication
- 01:51
- Viewed 198 times
-
Use the narrative Builder
- 01:31
- Viewed 240 times
-
Microsoft Copilot Academy
- 00:42
- Viewed 203 times
-
Connect Copilot to a third party app
- 01:11
- Viewed 210 times
-
Share a document with copilot
- 00:36
- Viewed 203 times
-
Configurate a page with copilot
- 01:47
- Viewed 200 times
-
Use Copilot with Right-Click
- 01:45
- Viewed 1029 times
-
Draft a Service Memo with Copilot
- 02:21
- Viewed 216 times
-
Extract Invoice Data and Generate a Pivot Table
- 02:34
- Viewed 242 times
-
Summarize Discussions and Schedule a Meeting Slot
- 02:25
- Viewed 303 times
-
Formulate a Request for Pricing Conditions via Email
- 02:20
- Viewed 385 times
-
Analyze a Supply Catalog Based on Needs and Budget
- 02:52
- Viewed 366 times
Objectifs :
This course aims to enhance your understanding of mail merge in Microsoft Word, specifically focusing on the use of field codes to format data, such as adding commas to numerical fields. By the end of this course, you will be able to utilize field codes effectively to customize your mail merge outputs.
Chapitres :
-
Introduction to Mail Merge
Mail merge is a powerful tool in Microsoft Word that allows you to create personalized documents for multiple recipients. If you frequently use mail merge in your business, this course is tailored for you. While the basic functions are straightforward, there are advanced techniques that can enhance your results. -
Understanding Field Codes
Field codes are placeholders in Word that allow for dynamic content generation. They are not limited to mail merge; they also include elements like page numbers and automatic tables of contents. By default, field codes are hidden, but you can toggle their visibility using the keyboard shortcut ALT + F9. -
Using Field Codes for Number Formatting
One common issue with mail merge is the formatting of numerical fields, such as the mileage field, which may not include commas. To address this, you can use field codes to apply specific formatting. The basic field code for mileage is MERGEFIELD Mileage. To add number formatting, you need to include a switch in the field code. -
Applying a Picture Switch
To format the mileage field with commas, you will type a switch directly in the field code. After 'Mileage', press space, then type '\#' followed by a space. In quotation marks, enter '###,###'. This switch tells Word how to format the numbers. After making these changes, press ALT + F9 to view the field code and F9 to update it, revealing the formatted result with commas. -
Exploring Field Code Documentation
For further learning, you can access documentation that details various field codes, their properties, and available switches. This resource provides examples and guidance on how to effectively use field codes in your documents. -
Conclusion
Field codes may not be necessary for everyone, but they are invaluable for those looking to customize their mail merge outputs beyond basic commands. By investing time in understanding and experimenting with field codes, you can significantly enhance the quality of your documents.
FAQ :
What is the purpose of using field codes in mail merge?
Field codes allow users to customize how data is displayed in a mail merge, such as formatting numbers with commas or other specific styles that are not available through standard Word commands.
How do I toggle field codes on and off in Word?
You can toggle field codes on and off by pressing the keyboard shortcut ALT + F9. This will switch between viewing the field codes and their results.
What is a picture switch in Word?
A picture switch is a specific type of switch used in field codes that allows you to define how numbers should be formatted, such as adding commas or other formatting options.
Can I use field codes without any coding knowledge?
While basic use of field codes can be done through Word commands, more advanced formatting and customization may require some research and experimentation with coding techniques.
Where can I find more information about field codes in Word?
You can find detailed information about field codes, including their properties and available switches, in the Microsoft Word documentation or reference links provided within the application.
Quelques cas d'usages :
Customizing Invoice Formats
A business can use field codes in mail merge to customize invoice formats, ensuring that numerical values such as totals and taxes are displayed with commas for better readability.
Creating Personalized Letters
Using mail merge with field codes, a company can create personalized letters that include formatted dates and numbers, enhancing the professionalism of their correspondence.
Generating Reports with Specific Formatting
Field codes can be applied in generating reports where specific number formats are required, such as financial reports that need to display figures with commas for thousands.
Automating Marketing Campaigns
In marketing, field codes can be used to automate the creation of personalized emails that include formatted data, improving engagement and clarity for recipients.
Streamlining Data Entry Processes
Field codes can help streamline data entry processes in organizations by allowing users to format and display data correctly in bulk documents, reducing errors and improving efficiency.
Glossaire :
Mail Merge
A process in Microsoft Word that allows users to create multiple documents at once by combining a template with a data source, such as a list of names and addresses.
Field Code
Placeholders in Word that represent data to be inserted automatically, such as merge fields, page numbers, or tables of contents. They can be toggled on and off using the keyboard shortcut ALT + F9.
Switch
A code added to a field code that modifies its behavior or appearance, such as formatting numbers in a specific way.
Picture Switch
A type of switch that provides a specific format for displaying numbers or other data in Word, using placeholders represented by number signs.
Placeholder
A symbol or text in a document that indicates where specific data will be inserted, such as the number signs in a picture switch.