Generating receipts/thank-yous in Word

[GinaWhipp]

You only need one *generic* letter, we will be filling in the amount and any other information that needs to be personalized.

 

[Bham45]

I've got the mail merge letter open now--along with the "Thank You Query". Now what?

 

[GinaWhipp]

Did you import all the pieces and parts into your database already?

 

[Bham45]

Um...how do you mean? I've entered some donor information and it all seems to be working correctly, so I guess all the "pieces and parts" are there...

The only thing I've added myself to this db is a query to combine both the donor personal information and the actual donations so that all of it can be used in a thank-you letter.

 

[GinaWhipp]

Oh, well then all the pieces and parts are there!

Not sure I understand what you mean by the second sentence but if it's working then I think we're okay... right?

 

[Bham45]

I mean that what I have now is the Access template "Charitable Contributions web database" converted to a desktop database, keeping everything as originally designed except for my addition of a query to enable me to create a donor thank-you letter. The template only produced reports showing donations, not something we could mail out to the donors.

 

[GinaWhipp]

Oh, sorry misunderstood. So, now you need to create a Word document that we will be merging to.

 

[Bham45]

Have it ready and waiting...

 

[GinaWhipp]

Have you created the Folder \Word to Save it in? If that is dones, save it in the Folder. Then you need to open the form GuiWordTemplate and follow the prompts.

 

[Bham45]

Edit: Sorry--if you just meant to save it in a folder, it is. Properties shows it as: C:\Users\Owner\Documents\Word

But where do I find GUIWordTemplate? Is this back in Access? Are you talking about my query?

 

[GinaWhipp]

Wait, did you download the sample/example database?

 

[Bham45]

WHAT sample/example database? I'm lost (again).

 

[GinaWhipp]

Hmm, from the link I posted earlier, okay well I'll just post it here...
http://www.kallal.ca/wordmerge/index.html

You need to downlaod the sample found at the bottom of this page. Then you need to Save As in the same format you are using, so Access 2010?

 

[Bham45]

I have to leave for a few hours but will be back. So you mean Albert Kallal has a sample db I need to download? I didn't see anything at first glance, esp. when scrolling all the way to the bottom. Do you mean under his heading of "Super Easy Word Merge"?

Yes, I have Access 2010.

Later!

 

[GinaWhipp]

Okay, it's almost 7pm whre I am so I'll be around but I didn't abandon you!

 

[Bham45]

Before leaving, I did download "WordMerge2008"--is that what you were referring to?

 

[GinaWhipp]

It should be in the database you downloaded. But before that after the download did you upgrade it to your version of Access?

 

[Bham45]

WHAT should be in the database I downloaded? Did I download the correct database? As I wrote above, I downloaded "WordMerge2008" from this page: http://www.kallal.ca/msaccess/msaccess.html under the header, "Super Easy Word Merge"--is that what you're talking about?

It saved as .mdb --should it be .accdb? Trying to figure out how to do that...

 

[GinaWhipp]

Yes, that is the one I am talking about. You need to open in Access 2010 and select File > Save & Publish > Save Database As and select the first one under Database File Types.

 

[Bham45]

Okay, just got that done. But I'm curious as to why it says it's saved as an Access 2007 db--why not 2010 since that's what I have?

But I've got the .accdb extension now.