Differences in mail merge in 2007 and previous version

[Frank]

In previous versions of Word, if you set up a letter with merge fields, you
created a header and a data file. When you then used the document, when you
entered data, a pop - up form would allow you to enter the data for the
fields and then be inserted in your data document which then was merged into
a new form letter.

When I try to set up the same type of document in 2007, I don't get to use a
pop-up form to enter the data for my fields.....was this feature omitted in
2007? Or am I missing something?

 

[Graham Mayor]

See if http://www.gmayor.com/merge_labels_with_word_2007.htm helps.

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Graham Mayor - Word MVP


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[Frank]

Thanks for the input....but not the answer I was looking for...I was
wondering what happened to the popup form that came up in earlier versions
(2000) when you wish to input data that ultimately populates your merge
fields in the finished document.

 

[Peter Jamieson]

You /may/ see the same popup form if you go to Edit Recipient List, then
select the data source file name in the box in the lower left titled "Data
Source", then click Edit.

When you're using Word 2007, something to bear in mind is that the way
things work can vary significantly depending on whether you save your Word
documents in the new .docx/.docm formats, or the old "Word 97-2003" .doc
format. For example, if you were used to having separate header source and
data source files, /Word 2007/ will probably still do that, but I do not
think the /new .dotx format/ supports the idea of a separate header file.

 

[Frank]

No...that's really what I was referring to....when you go in 2007 to enter
your data, you just get the database like form.

Interestingly, if you use old templates that were created in previous
versions, you still get the field "filler" popup. The older versions are a
bit more polished in this regard...imho

I appreciate your thoughts.

 

[Doug Robbins - Word MVP]

In response to your original post, fellow MVP Graham Mayor posted the link
to an article on his webiste that details how to add the original Mail Merge
Helper to the QAT. If you do that, you will regain the functionality that
you are seeking.

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Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP