Common questions

How do I keep number format in a mail merge?

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How do I keep number format in a mail merge?

To apply number formatting to an Excel mail merge field:

  1. Select the field, such as Amount, as shown in this example.
  2. Press [Alt] + F9 to reveal the field coding.
  3. Edit the field by simply inserting a numeric switch code to the end of the field.
  4. Press [Alt] + F9 again.

How do I toggle numbers in mail merge?

In the main Word mail merge document, select the number field. Right-click the field and choose Toggle Field Codes from the drop-down menu to display the field code. You can also press Shift + F9 to display the field code. If necessary, delete \*MERGEFORMAT from the field code.

How do I change the format of a mail merge?

Press [Alt] + F9 again. Position the cursor anywhere in this field and press the [F9] function key to update it. Or, right-click the field and choose Update Field. Preview the results to confirm the merge field displays with the formatting you want to see in the document for each of the mail merge records.

How do I change the number format in Word?

Define a new number format

  1. Select the text or numbered list you want to change.
  2. On the Home tab, in the Paragraph group, click the arrow next to Numbered List.
  3. To change the style, click the down arrow next to Number style and choose numbers, letters, or another chronological format.

Can you use formulas in mail merge?

Advanced mail merge sends customized messages to large numbers of people, with formulas and conditional statements to make the contents look exactly how you want.

How do I stop an invalid merge field?

If the field is needed:

  1. Select the field on the Output tab of the export.
  2. Click Edit merge document.
  3. In the body of the merge document, delete the merge field.
  4. Re-insert the correct field: From the menu bar in the Word document, go to Tools> Insert Raiser’s Edge field. Re-select the field from the list.

How do I remove numbers after decimal in mail merge?

In the mail parameter (set-up), click on the Format tab. Highlight Miscellaneous in the left list. Unmark Show decimals. Click Save.

How do I do a mail merge for criteria?

Fill-in

  1. Place your cursor where you want the fill-in text to go.
  2. In the Mailings tab, go to Rules > Fill-in.
  3. Enter a prompt, like “Event date?” in the Prompt box.
  4. Select OK, and then OK again.
  5. At the end of the process, when you hit Finish & Merge, select Edit Individual Documents.

How do I change the format of a mail merge number field?

To use a switch to change the format of a mail merge number field in Word, you will first need to display the field code and then type the switch starting with \\#: In the main Word mail merge document, select the number field. Right-click the field and choose Toggle Field Codes from the drop-down menu to display the field code.

How do I get Excel numbers to display in mail merge?

Use a “Numeric Switch” in Word The second way to cajole Mail Merge into displaying numbers from Excel correctly is to modify the Word document. Specifically, this means applying the desired number format code to the Merge Fields in the Word document.

How do I set a donation Field Code in mail merge?

Open the Mail Merge document and click the Mailings tab at the top of the window. Be sure the Preview Results button is toggled off so that you can see the Mail-Merge fields. Then right-click a Mail-Merge field (such as «Donation») and choose the Toggle Field Code option.

What is the correct format for a number switch?

Number switches start with \\# and the codes that follow represent the format for the number. The merge codes may appear in quotes or double quotes. The syntax of the full mail merge number field code with the switch is: If you want to include negative formatting, add a semi-colon after the first part.

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