INTRODUCTION TO MAIL MERGE AND/OR PRINTING LABELS TO A LASER PRINTER

STEP #1

Develop internal procedures to “mark” records for selection. Train all staff members on these procedures.

STEP #2

Identify and select the records that should be included (which applicants/employees/customers/customer contacts should receive the information you are preparing?)

This may be done in one of several ways:

1. Existing SkilMatch report

2. Query/400 query

3. NGS-IQ query

4. Client Access Data Transfer

5. Others (Crystal Reports, etc)

STEP #3

Download the data to Excel.

This may be done in one of several ways:

1. Client Access Operations Navigator

2. Client Access Data Transfer

3. NGS-IQ Qport Access

STEP #4

Set up your mail merge or create labels using Microsoft Word. Use the Excel spreadsheet as your “source document”.

Note: if you send correspondence to a specific group of people on a regular basis and would like assistance with any of the steps outlined above, please call to schedule an appointment. We will work one-on-one with you to develop the best approach for your particular situation.