How to produce a mail merge in V-Base

Mail merge gives you the option to create individual letters, reports and labels. You can mail merge an individual record or a group of records.

To mail merge an individual with a document, first find the organisation, opportunity, or volunteer record you wish to use.

You can now mail merge to create a Microsoft Word document or an individual label. Click on “Mail Merge” in the toolbar at the top of the screen. The selection for mail merge dialogue box will appear.

You can either create a new document or use an existing one.

To create a new main document, leave the selection as <<NEW DOCUMENT>> click on “OK”.

To use an existing mail merge main document (created previously using the steps above) click on <<NEW DOCUMENT>> and locate the document you want to use.

If you would like V-Base to automatically merge the data with the selected main document, leave the “Merge” option ticked. Click on “OK” to complete the process. This is the equivalent of clicking on the “Merge” button in Microsoft Word.

If you would like to amend the main document, untick this option before clicking “OK”.

To check which version of Microsoft Word you have, click on “Help”, then “About Microsoft Office Word”.

The mail merge procedure varies depending on which version of Microsoft Word you have installed. For further specific instructions please follow the appropriate guide:

• Microsoft Word 2000
• Microsoft Word XP / 2003
• Microsoft Word 2007 / 2010

Please note that V-Base does not work with versions of Microsoft Office earlier than Office 2000.