Using TrialWorks Custom Reports to Mail Merge

Getting ready to send Holiday cards out to your clients?
Want to print all of the labels at once?
Create a quick list of clients using TrialWorks Custom Reports!
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Click ‘Reports’ from the Home Ribbon
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Click on ‘Report Writer’
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Click ‘Edit Queries…’ to create the report.
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Query/Filter Name:’ At the top of the window, name your report.
‘QueryName:’ Coincides and self populates with the ‘Query/Filter Name.’
‘TableName:‘ This is where the information will pull from in TrialWorks.
‘FieldName:’ Choose the fields from the drop-down.
‘Condition:’ Click on ‘SHOW’ for the field to appear on the report.
‘Value:’  Choose ‘2’ for your open cases.
Close the door after filling in the fields.
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Select the ‘Query/Filter Name’ you just created.
Select the Export Format to Excel.
Click the ‘Export’ button.
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Review the data then save the Excel report to your desktop.
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Open Microsoft Word to begin the Mail Merge.
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Click ‘Mailings’ from the File Ribbon in Microsoft Word.
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Click ‘Start Mail Merge’ and select ‘Labels…’
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Choose your label information and click ‘OK.’
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Browse to the saved report on your desktop and click Open.
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Select ‘OK’ when prompted.
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Click ‘Address Block’ to format the labels.
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Select the formatting you wish to use and click ‘OK.’
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Click ‘Match Fields’
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The first and last name will not pull from the report. Use the drop-down to add the first and last name and any other fields that have not matched.
Click ‘OK.’
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Click on ‘Update Labels.’ This will enter your merged fields on all labels.
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Select ‘Finish & Merge’ and then click ‘Edit Individual Documents.’
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Be sure to select ‘All’ and click ‘OK’ to create and populate your labels.
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Remember to load your label paper into the printer before sending them to print!
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