Thank you for being a valued part of the CNET community. As of December 1, 2020, the forums are in read-only format. In early 2021, CNET Forums will no longer be available. We are grateful for the participation and advice you have provided to one another over the years.

Thanks,

CNET Support

General discussion

Using Merge Fields in Word

Feb 14, 2007 2:14AM PST

Hello,

Using Mail Merge, I would like to know if it is possible to have only the first few characters of a merged field appear as a result of a merge.

Would this be done with format switches and IF statements?

Here's an example of why I want to do this:
We have a product quote document that is a mail merge template. There is a table in the document that lists things such as product description, product code, product quantity, cost, etc...

The problem I am having is that our product code can be about 10 characters in length, and to prevent from having to turn the document landscape view, we have to keep these columns relatively small. A product code can look pretty ugly when it ends up being 3-4 lines long, instead of just one line. So in this case, I would like to only return the first 3 characters of the code. Is this possible?

Thank you in advance to anyone who looks into this.

- Keith

Discussion is locked

- Collapse -
Re: mail merge
Feb 14, 2007 4:03AM PST

I would start with trying to solve this in the data source (the product database). Just provide Word with the first 3 characters if that is what it needs. What is impossible about this?

Kees

- Collapse -
...
Feb 14, 2007 5:09AM PST

Well, I the database I am merging from is Salesforce.com. They have you install their Office edition which makes it easy to just point and click at the fields which you want to add. So, I really wouldn't know how to tell Word how to only grab 3 characters... Anyone familiar with mail merging with Salesforce.com?

- Collapse -
I see. That makes it difficult.
Feb 14, 2007 5:32AM PST

I was thinking about Excel or Access, and then it's easy. Thanks for telling, anyway. I don't know anything about the salesforce.com data interface. Can't you put it into Excel or Access and then manipulate it to your wishes?
And, alas, my experience with Mail Merge is limited to standard cases, not including data manipulation at the Word side.

Kees