Easily Insert Last Name Field in the Sales Quote

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How do you add last name field in mail merge?

Add name, address, and other fields in your database through Merge Fields. Go to Mailings Insert Merge Field and select the field you want to add. Continue adding fields until youve added all the information you want on your letter. Choose OK.

How do you add a last name field in Word?

From the Insert tab on the Ribbon, in the Text group, select Quick Parts and then select Field . In the Field dialog box, from the Field names list, select the field. You can filter this list by selecting Categories . Customize the field by selecting any properties options you desire and then click OK to insert it.

How do I mail merge a list of names?

Set up a new mail merge list with Word Go to File New Blank Document. Choose Select Recipients Type a New List. In the New Address List dialog box type recipient information in each column as appropriate. For each new record, select Add New.

What is an example of a merge field?

A merge field is where you want to insert the information from a data source into a main document. Merge fields appear with chevrons ( ) around them. An example would be: Dear FirstName. A group of merge fields that make up an address in a mail merge document.

How to arrange recipients in a mail merge alphabetically by last name?

Go to Mailings Filter Recipients. Select Sort Records Sort By, and select the field name you want to sort by. To sort by multiple fieldsfor example, by state and then by city, select Then By, and then select the additional fields you want to sort by. When all of the fields are sorted how you want, select OK.

What is the required field on a quote?

The Required By field on the Quote Line is a Lookup field that provides the Quote Line of the parent product for any Quote Lines representing Product Options. This field is not populated until a Save action writes to the database, creating Quote Line records associated to the Quote.

How do I insert a last name field in Word?

Navigate to the location in the Word document where you want to insert a field. Click the Insert tab in the Ribbon and then click Quick Parts in the Text group. Select Field. In the list of Field names on the left, select DocProperty. Under Field properties, select a property name.

How do I add a last name field to a mail merge in Word 2010?

Add individual merge fields Click or tap where you want the merge field. Choose the down-arrow under Insert Merge Field, and select a field. If you dont see your field name in the list, choose Insert Merge Field. Choose Database Fields to see the list of fields that are in your data source. Choose Insert.

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Insert Last Name Field in the Sales Quote