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Tim Boone's avatar
Tim Boone
Copper Contributor
May 27, 2018

Mail Merge Help

Hello, I am new to this community and a novice user. I hope this question will make sense and hope someone can help me with what may be a very basic challenge I am facing. I am trying to create an Excel file that I can merge into Word to print calendar labels with due dates and 30, 60 and 90 day reminders ahead of that date. Here is an example: Event 1 - May 27; Event 1 - May 27 minus 30 days; Event 1 May 21 minus 60 days; Event 1 - May 21 minus 90 days. This wound fill one row on a sheet of 4 column labels.  Then, on row 2, Event 2 - (due date); Event 2 - due date minus 30; and so on. Event 3 - due date, etc. etc.

 

Can someone get me started in the right direction, or refer me to a source for help with this please? I apologize if this seems very basic, but just can't find a good source to get quite what I am looking for.

 

Thank you very much!

 

Tim

2 Replies

  • Man Fai Chan's avatar
    Man Fai Chan
    Iron Contributor

    Is the attached file suitable for you? You can do it by simply DueDate-30.

     

    By the way, I am not sure if mail merge can do some kind of calculation so that you need not to produce the 4 columns in excel. 

     

    Hope that it is helpful to you. 

    • Tim Boone's avatar
      Tim Boone
      Copper Contributor

      Thank you very for the reply and attachment.  This is helpful and has me started in the right direction.