Feb7, 2002

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Version 1.2-1.2.1 Changes/Additions
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1. Added new toolbar menu "Merge Queries".
2. Added new "Merge it with MS Word" option in Tools toolbar. This permits Letter and Label creation capability via MS Word's "Mail Merge" function.
3. Added new "Send" option in Tools toolbar. [AC97 only]
4. Added "Merge Queries" for "MailMerge" (2 above)
5. Changed Region to State/Province on forms
6. Changed Code to Zip/Code on forms.
7. Fixed various tab stop issues on Donors and Donations forms.
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New Features Summary
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1. Merge it with MS Word
Custom Mailing Letters and Labels using MS Office "Merge it with MS Word" function.
Now you can create letters and labels for mailing directly from Fundraiser Mentor. Create and format your own letters and labels with total flexibility, including custom logos, letterheads, and as many label types supported by your MS Office application. 

Several Queries  were added to permit creating letters and labels for mailing.
Three of these come pre-configured and an additional three (titled "Special") are user-configurable. These queries can be used to take advantage of MS Word's "Mail Merge" functionality to create mailing letters and labels of your choice and design.

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USING MERGE QUERIES
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Mail Merge From within Access
1. To use these Merge Queries, click with your mouse on the "Merge Queries" menu bar at the top of the MS Access application and select the query of your choice. 

2. The query opens and displays a "data sheet" view of the underlying records. At this point, you may accept the results or set your own criteria by clicking on the query's "Design" view to enter new criteria. For example, in the Donations query, open the query in "Design" view and locate the "Event" field box. In the "Criteria"  section of the "Event" field, enter the name of the Event that you wish to have records filtered by. Save the query and then switch to "Data sheet View" to see the results.

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!! Important !!
--> Do not attempt to save and CLOSE a query without at least one field selected while in "Design" view. Doing so will prevent you from opening it from the "Merge Queries" menu.

--> Another way to filter your records is via Word's Merge Wizard helper. It is strongly advised that the inexperienced or casual user let the MS Word Mail Merge wizard helper do this instead of Access. This helps ensure that the queries are not accidentally altered.
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3. To perform the Mail Merge, make sure the query is open in data sheet view and then select "Merge it with MS Word"  option located under the "Tools" menu bar. This launches the MS Word Mail Merge Wizard. Follow the directions in the Wizard to complete your operation.

For more help with this feature, including extensive examples, use the MS Access or Word Office Assistant or click on the Help menu option.




