Shelly Cashman Word 2019 | Module 6: End of Module Project 2 #shellycashman #module6 #eomproject2
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1. As part of the Sales Department at JB Wireless, you are preparing a form letter to send to new business customers in the Cleveland area. To set up the document as a form letter, start the Step-by-Step Mail Merge Wizard, accept Letters as the document type, and then choose to use the current document as the starting document. Use the file Support_WD19_EOM6-2_New.mdb as the recipient list. Edit the data source to customize the columns in the recipient list by renaming the Client field to Business Name to use a less ambiguous term. Rename the ZIP Code field to use Postal Code as the new field name. Delete the E-mail Address field, which does not contain any data. Edit the recipient data by adding smartphone as the Device for Nicole Garcia.
Select the document type for a mail merge.
Enter a recipient address.
2. Continue to Step 4 in the Mail Merge Wizard, and then use the Date content control with the "CLICK TO SELECT A DATE" placeholder text to select the date March 25, 2021.
Use a Date content control.
3. Replace the placeholder text "INSERT INSIDE ADDRESS" with an AddressBlock merge field using the Joshua Randall Jr. format. Match the Company field to the Business Name field so that the business name appears in the inside address.
Insert the AddressBlock merge field.
4. Replace the placeholder text "INSERT GREETING LINE" with a GreetingLine merge field using the Dear Joshua Randall Jr., format.
Insert a merge field.
5. In the first paragraph in the body of the letter, replace the "[DEVICE]" placeholder text with the "Device" merge field to include the name of the device the customer recently purchased. Replace the "[POSITION]" placeholder text with the "Position" merge field to include the position of each recipient. Replace the "[BUSINESS NAME]" placeholder text with the "Business_Name" merge field to include the name of each business.
Insert a merge field.
Insert a merge field.
Insert a merge field.
6. At the end of the last paragraph in the body of the letter, insert an IF field that compares whether the Device field is equal to smartphone. If it is, insert the following sentence: Your new smartphone already includes the JB Drive app. Otherwise, insert the following sentence: Visit jbwireless.example.com to download the JB Drive app.
Insert an IF field.
7. Continue to Step 5 of the Mail Merge wizard, and then filter the recipient list to select only businesses located in Lakewood so that you can prepare their form letters first. Sort the filtered list in ascending order by Last Name to generate the letters in alphabetic order by the recipient's last name.
Filter a recipient list.
Sort a recipient list.
8. Continue to Step 6 of the Mail Merge wizard, and then merge all records to a new document. In the new document containing the merged form letters, press CTRL+A to select all contents in the document, and then copy the selected text to the Office Clipboard. In the original form letter document, paste the merged form letters in the blank paragraph at the top of page 2 so that all of your assignment appears in the same file. Delete the page break, the Next Page section break, and the extra paragraph mark at the bottom of page 3 to make the document three pages long. Turn off the preview of the mail merge results, and save the original form letter document. Close the new, merged document without saving it.
Copy and paste merged letters into your SAM Project file.
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