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Chapter 12. Mail Merge Magic > The Requirements

The Requirements

  • The company needs an easy way to query the customer database to create mail merge source records.

  • Users must have the ability to select criteria based on customer type, location, interests, and purchase patterns.

  • Location selection should allow querying by metropolitan areas and/or states/provinces.

  • Purchase pattern selection should allow querying by purchase frequency and/or amount spent, within a specified period of time.

  • Once a query and criteria are established, the solution should allow it to be named and saved for future use.

  • “Can it all be run without leaving Word?” Users don't want to learn how to make queries in Access.


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