Category:
SwiftTec Software
Problem
You want use the member details (name, address, etc) contained in the Club Membership System for creating an mail merge.
Applies To
Solutions
There are 2 ways of solving this problem, but the best way is to export the details into a CSV file
Preferred Solution – Export the details into a CSV file.
- Start the main CMS program
- Select reports
- From the Member Reports tab select the criteria you want to select the members and select which fields you want to display
(Remember to select the m_address field if you want to include the member address). - Press the OK button – this will produce the report From menu select File/Save As Save the file under the folder and name you require
- You can use the CSV file as input to the MS Word mail merge
Alternate Solution (MS Access Databases Only) – Link directly to the database from MS Word
- Start the CMS Admin Tool and select the Data Folders tab
- Copy the contents of the Main data directory – this is where the membership database is stored.
- In MS Word start the mail merge process.
- When you come to the section which allows you to pick the recipients select Browse or Use existing list
- Paste the folder name into the Select Data Source dialog box and press Open
- In that folder select the membership.mdb access file. (Note the .mdb may not be shown)
- Select the member table
- You can then select the members and fields you wish to use in the mail merge