The User's Edge
The Official Blog of The Raiser's Edge

Sarah’s Shortcuts: A Mail Merge Match Made in Heaven

You’ve just finished printing letters and envelopes for all of the records in your database. There’s only one problem: The letters and envelopes are not in the same order! Super Angry

This presents quite a dilemma when you’re trying to manually match each letter with its corresponding envelope. Unless you have an excessive amount of time on your hands, I’d like to suggest an easier method before you find yourself in a similar situation:

1. When setting up your letters, mark the Create output query checkbox at the bottom left of the General tab. This will prompt you to save a static query once the letters are merged.
2. On the General tab of your envelopes, include the output query from step one. The envelopes will automatically sort in the same order as the output query from your letters.

Note: The same concept applies for labels as well. Check out BB15665 for the instructions in Knowledgebase.

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