Instructions for Mail-Merge with Microsoft Word 2003
These work for Shop-Pro version 9.7 and higher
First, you need to create the MERGE1.CSV file (list of customers)
from within Jewelry Shopkeeper. Choose 6,1 for Mailings and
then Start, then sort by Last Name then MERGE1.CSV
Start MS Word version 2003 or higher.
Open the sample merge file template file - e.g. 5160lab.doc
for standard 3x10 labels with the format of Avery 5160 labels;
env2000.doc for envelopes using MS Word 2000 or higher
v95env.doc for envelopes in other versions of MS Word
These template files are in the COMPLINK.JS folder on the drive
where Jewelry Shopkeeper is installed. When you open it may warn
that an SQL command will run. Choose Yes.
Choose Tools, Letters & Mailings, Mail Merge
Choose Next, Arrange your Labels
If you want to change the layout, such as adding Or Current Resident
or changing the font do that on the first label. Then choose
Update all Labels to replicate that first label.
Choose Next: Preview your labels
Choose Next: Complete the Merge
If ready, choose Print
If you want to change the format of the labels, such as the font,
change the template document - e.g. 5160lab.doc - before you merge.
If you merge to a "new document" you never have to save the resulting
large document since you can always recreate it.