FAQ:
Frequently Asked Questions
This
page is designed to answer questions that are not covered by the Merlin
Tutorial, which should be the first place to look if you need help.
This
page is for your convenience and will change as new FAQs arise.
Click
on the hyperlinks (all underlined text on this page is a hyperlink)
and you will be able to view the requested question and answer.
If,
after consulting this page, you still need to get in touch with Merlin
Support, please do remember that we need the following information
in your e-mail:
In
the subject line please put your practice name, followed by the Merlin
Professional version number (click here
to find out how to determine this).
In
the main text section please include precise details of what the problem
is. If your email is about an error message in Merlin
Professional, please detail exactly what the message says. Also
make sure you tell us what you did last (click here).
The more details you provide, the better and faster we can diagnose the
problem.
It
may sound as though we are asking for a lot but, in order to diagnose
your specific problem, we need this information. Please don't ignore this,
since we'll just have to ask for this information if you don't include
it and this will delay the solution of your problem.
NOTE:
In the answers to the following questions it is assumed that Merlin
has been installed in a folder called 'Merlin Professional'. However,
some versions of Merlin are installed in
a folder called 'Merlin'. Please ensure you know which version
you are using.
Installation
What operating platform do I need to use Merlin
Professional?
Do I need any previous computer experience?
Do I need Internet access?
What if I don't have Internet access?
Support
Issues
How do I find out what version of Merlin
Professional I have?
What if I get error messages?
Where do I find the install.log & phoenixlog.txt
file?
Why do I have no EDI option?
Reports
& Data Location
Where do I find the Recalls data?
Where do I find the Due to Lapse data?
Where do I save the Failed to Return report to?
Where do I find the Payments Due data?
Downloading
& Installing Files
What does downloading files mean?
How do I download a file from your website?
How do I install a downloaded file?
Printer
Callibration
How do I callibrate my printer to print GP17s?
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Internet
Issues
What do I do if I get a socket error 11001?
Network
Issues
How do I share my hard drive with the other machines?
How do I find a drive of a network computer using
network neighbourhood and copy a file?
Windows
Issues
Where do I find Windows Explorer?
How do I see what's on my computer?
How do I open a file or folder?
How do I open a file which is placed in My Documents?
How do I copy a file or a folder?
How do I send a file or folder to a disk (zip-drive)?
How do I back-up my Merlin
Professional Data with Windows?
How do I create a shortcut?
How do I create a shortcut in a folder?
How do I put a shortcut on the desktop?
How do I create a folder?
How do I change the name of a file or folder?
How do I delete a file or folder?
Where can I find out more about Windows?
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Microsoft
Office Issues
How do I create a mail merge document using Word
2000?
How do I create a form letter using Word 2000?
How do I create mailing labels using Word 2000?
How do I create a mail merge document using Word
XP/2003?
How do I create a form letter using Word XP/2003?
How do I create mailing labels using Word XP/2003?
How do I change information in a Word mail-merge
data source?
How do I edit existing data records?
How do I add new data records?
How do I add new data fields?
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Installation
What
operating platform do I need to use Merlin Professional?
Merlin Professional is a true 32 bit application. It will run in Windows
95, 98 and ME, but we recommend Windows 2000 or XP.
Do
I need any previous computer experience?
If you got this far, you should be OK. A basic understanding of how Windows
works is really all you need. We are constantly updating these Frequently
Asked Questions, in order to make life easier for you.
Do
I need Internet access?
Yes. You will need Internet access, because Merlin
Professional is Internet supported. We have found that if you e-mail
your problems or questions, we can e-mail you back, usually within minutes,
and you can then print the solution and take your time to implement the
advice. Please note that Merlin Support is
manned Mondays to Fridays 9:00 AM - 5:00 PM. If you e-mail outside these
times, please don't expect to hear from us until the following working
day. You will, however, receive an automated response, which lets you
know that we received your e-mail
What
if I don't have Internet access?
You can install Merlin Professional from
the CD ROM without Internet access, but you will need Internet access
to register it and is needed to confirm your subscription once a month.
All support is done via the Internet, so you do need access to the Internet.
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Support
Issues
How
do I find out what version of Merlin Professional
I have?
The Merlin Professional version number is
at the bottom of the welcome screen, but it can also be accessed by selecting
the 'Help' menu and clicking on 'About'. A third way of viewing the Version
number is through Windows Explorer. Just find any windows file in Windows
Explorer and right-click on the file, select 'Properties' and click on
the 'Version' tab. You can now view all the version information you need.
What
if I get error messages?
Very rarely you might get an error message from Merlin.
Error messages on computers are the computer's way of telling you that
something is wrong. First of all don't panic! Sometimes the problem can
be resolved simply by either closing down Merlin
and re-starting, or even closing down the computer and re-booting . If
neither of these works, there are some questions you can ask yourself
and the answers to which you can pass on to us.
When does this error occur?
...a) Does it happen when I start the computer?
...b) Does it happen when I start Merlin?
...c) What was the last operation Merlin performed before the Error Message
appeared?
Of course none of the above questions may be relevant to your specific
problem, but in any case you have provided us with information, even if
this information only helps us to rule out some possibilities. Also, please
attach the install.log & phoenix.txt files from the Merlin
Professional and Merlin Professional\Server folders
to your e-mail message and send them to us.
Where
do I find the install.log & phoenixlog.txt file?
Whenever you experience a problem with installing Merlin
Professional or an upgrade we will need the install.log file which
can be found here:
C:\Program Files\Merlin Professional
The server log file is called phoenixlog.txt and can be found here:
C:\Program Files\Merlin Professional\Server
Why
do I have no EDI option?
This could be because you have not set this machine as the EDI machine.
Click on Files\Preferences, click on 'Use this computer for EDI Transmissions'
and follow the instructions.
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Reports
& data location
Where
do I find the Recalls data?
Whether you are merging your recall data to send out a letter to you clients,
or you simply wish to view your recall data from time to time, you will
need to be able to find the file called recalls.txt which can be found
in the following location: C:\Program Files\Merlin Professional\Templates\Recalls\Data
Where
do I find the Due to Lapse data?
Again if you wish to find the due to lapse data file which is called DueToLapse.txt,
you can fin it in: C:\Program Files\Merlin Professional\Templates\Due
to Lapse\Data
Where
do I save the Failed to Return report to?
The Failed to Return report is saved as an html file, which makes it easy
to read using an Internet browser. The file you will need to save will
therefore need the extension .htm in order to be viewed by a browser.
You can place this file anywhere you want, but bear in mind that it is
good practice to keep all your data files together in order so you can
find them later on.
Tip:
Make sure that you save your file with a sensible name, i.e. FTR-01-03-2004.htm
since you might want to view the file again at a later date. Please be
aware never to use any dots, commas in your file names, because your computer
might get confused. Only use dots to separate the file name from the file
extension. For dates use a hyphen
Where
do I find the Payments Due data?
The Payments Due data file is called moneydue.txt and can be found in:
C:\Program Files\Merlin Professional\Templates\Payments Due\Data
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Downloading
& Installing Files
What
does downloading files mean?
From time to time you will need to download updates and other files. This
means that a file needed by Merlin Professional
is located on our website and needs to be copied "downloaded"
onto your computer. This is a very common and safe procedure which, depending
on your internet connection speed, might take some time. Don't be alarmed
by this, it is quite normal. As with all Internet downloads, make sure
you use an up-to-date virus protection program, since there is always
a small risk that you might download a computer virus. Whilst we make
every attempt to ensuring that all our data is virus free, we cannot guarantee
this since some viruses are easier to detect than others.
How
do I download a file from your website?
Let's for now assume you want to download a critical update. Connect to
the internet and log on to our website www.computersurgery.com (if you
are reading this, don't connect to the Internet again, since you are already
connected to the Internet). When on our home page, click on the Downloads
page and follow the instructions. When asked to save to disc or to run
the application chose Save and place the file in a sensible location.
We suggest that you save the file to the My Documents folder. Please note
that in order to run the file you should always remember where you saved
it to. If necessary, write it down. Click on Close when the download is
finished.
How
do I install a downloaded file?
First of all you must close down the Merlin Professional
Server program (The green icon in your system tray - bottom right of your
screen). Now, find the file where you saved it, in this case, in My Documents.
Double click on the file and follow the instructions.
IMPORTANT:
Please ensure that you always back-up Merlin
Professional before you attempt to upgrade and/or install any updates.
Your data is part of your livelihood - treat it with respect.
Printer
Callibration
How
do I calibrate my printer to print GP17s?
Details of how to calibrate your printer are contained in the Merlin
Tutorial, but occasionally it is necessary to 'fine tune' the settings.
Try printing the calibration printout on to a GP17, rather than on to
plain paper. The paper used for the GP17 is quite smooth, and the printer
may not feed it in quite the same way as a sheet of plain paper and your
calibration with plain paper will, therefore, be wrong for GP17s.
If that doesn't work, then you can "tweak" the settings you
enter into the printer calibration window.
Align the text at the top left of the form correctly, then correct the
text at the bottom right as follows:
Adjust the left and top margin by the number of millimetres the text at
the top left is out, e.g. if text ends up 5mm too far to the right, then
add 5mm to the distance from the left side of sheet entry. Similarly,
if it's 5mm too low, then add 5mm to the distance from the top of sheet
entry. Repeat until you've got the text at the top left correct. You'll
have to print a test GP17 with text in it to check each adjustment.
If the text at the top left of the form is all right, then adjust the
width and height values. For example, if the text at the bottom right
of the form is 5mm to the right and 8mm too low, enter the width of the
box as 5mm more than it is, and the height as 8mm more. If this doesn't
work, try subtracting the number of mm that it's out. Again, repeat by
printing a course on to a real GP17 until it is right.
Note:
The problem may be due to the printer not printing consistently. This
usually happens because the paper is drawn into the printer in slightly
different positions each time. Make sure you set up your printer paper
holder properly. Many of them have width adjustments, or you have to load
the paper to one side or the other. Your printer manual should explain
this. Check where the printer prints the text on several GP17s, one after
the other. If it's always in EXACTLY the same place, then you'll be able
to adjust it using the printer calibration option in Merlin. However,
if the position differs from print to print, then no amount of calibration
can help.
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Internet
Issues
What
do I do if I get a socket error 11001?
You will get a socket 11001 error when Merlin
is trying to access the Internet but no connection is found. For example
you might see this error when checking your subscription or for new upgrades.
It means that you're not connected to the internet. We suggest that you
make a manual connection by double-clicking the connection icon in the
Dialup-Networking folder in My Computer. Your computer can also connect
to the Internet by double clicking on the Internet icon on your desktop.
Network
Issues
How
do I share my hard drive with the other machines?
Double click on My Computer and right click on your C drive icon. Now
select share as and share the drive as C. Tick the Full button under Access
Type and click on OK. A little hand should now appear with the C drive
icon in My Computer. Voilá - your C drive is shared.
How
do I find a drive of a network computer using network neighbourhood and
copy a file?
For this purpose we will assume that your reception machine is called
Reception and your surgery machine is called Surgery. We will also assume
that you are trying to access the reception machine from the surgery machine
to copy the file MerlinProClient.exe. Please ensure that Merlin
is not running when you are trying to copy any files.
On your desktop double click on Network Neighbourhood. Select Reception
in Network Neighbourhood (if you can't see the reception machine double
click on Entire Network and double click on the network you wish to view,
i.e. Practice (if your network is called Practice). Now double click on
Reception and select the drive you wish to access, in this case C. If
you wish to copy MerlinProClient.exe for example, double click
on C then on Program Files now on Merlin Professional.
Now double click on the Server folder and select MerlinProClient.exe
(click only once). Now click on the Edit menu on the top menu row, and
select Copy. The next thing you need to do is to open the folder containing
Merlin on your local hard drive (the surgery drive). To do this
double click on My Computer, now double click on Program Files and again
on the Merlin Professional folder. Now double
click on the Server folder and click on the Edit menu on the top menu
row, and select Paste.
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Windows
Issues
Where
do I find Windows Explorer?
The simplest way is to hold down the windows key (on the keyboard, between
Ctrl and Alt) and hit E.
How
do I see what's on my computer?
1. Double-click My Computer.
2. Double-click the icon of the drive you want to see.
Windows displays the files and folders on the drive. Folders can contain
files, programs, and other folders.
3. To open a file or folder, or to start a program, double-click it.
Note:
You can switch back to the previous folder by pressing the BACKSPACE
key. If the toolbar is not visible, on the View menu, point to Toolbar,
and then click Standard Buttons.
How
do I open a file or folder?
1. Double-click My Computer
2. Double-click the drive that contains the file
3. Double-click the file or folder you want to open.
Notes:
You can use commands on the View menu to change the way files are displayed.
If the file is on another computer, double-click Network Neighbourhood
instead of My Computer.
How
do I open a file which is placed in My Documents?
1. Click Start, and then point to My Documents.
2. Double-click the document you want to open.
How
do I copy a file or a folder?
1. In My Computer or Windows Explorer, click the file or folder you want
to copy.
2. On the Edit menu, click Copy.
3. Open the folder or disk where you want to put the copy.
4. On the Edit menu, click Paste.
Notes:
To select more than one file or folder to copy, hold down the CTRL key
and click the items you want.
To select a folder in the left pane in Windows Explorer, click the folder.
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How
do I send a file or folder to a disk (zip-drive)?
1. If you are copying a file or folder to a floppy disk or zip-drive,
insert the disk/zip-disk in the drive.
2. In My Computer or Windows Explorer, click the file or folder you want
to copy.
3. On the File menu, point to Send To, and then click the drive you want
to copy the file or folder to.
Notes:
To select a folder in the left pane of Windows Explorer, click the
folder.
Sending a file or folder to a disk sends a copy. The original file or
folder remains in the original location.
How
do I back-up my Merlin data with Windows?
You need to copy/back-up the data file of Merlin
Professional to your back-up drive. The file is called merlin.str
and is found in the following folder: C:\program files\merlin professional\server
This file contains your Merlin data. You
can of course back up the whole directory to your back-up drive in which
case copy or back-up the following folder: C:\program files\Merlin
Professional
Note:
We recommend that you use a ZIP drive or a re-writable CD ROM drive
to back-up your data.
How
do I create a shortcut?
A shortcut is a quick way to start a program or open a file or folder
without having to go to its permanent location in Windows Explorer. Shortcuts
are especially useful for programs, files, and folders you use frequently.
There are three ways you can create a shortcut:
How
do I create a shortcut in a folder?
1. In My Computer or Windows Explorer, click the folder you want to create
the shortcut.
2. On the File menu, point to New, and then click Shortcut.
3. Follow the instructions on screen.
How
do I put a shortcut on the desktop?
1. In My Computer or Windows Explorer, click the item, such as a file,
program, folder, printer, or computer, for which you want to create a
shortcut.
2. On the File menu, click Create Shortcut.
3. Drag the shortcut icon onto the desktop.
Notes:
To change any settings for the shortcut, such as what kind of window
it starts in, right-click the shortcut, and then click on Properties.
To delete a shortcut, drag it to the Recycle Bin. The original item still
exists on the disk.
How
do I create a folder?
1. Click the drive in Windows Explorer where you want to create the new
folder.
2. On the File menu, point to New, and then click Folder. The new folder
appears with a temporary name.
3. Type a name for the new folder, and then press ENTER.
Note:
If you want to create a new folder within a folder, click the folder and
then follow steps two and three above.
How
do I change the name of a file or folder?
1. In My Computer or Windows Explorer, click the file or folder you want
to rename.
2. On the File menu, click Rename.
3. Type the new name, and then press ENTER.
Notes:
A file name can contain up to 255 characters, including spaces. It
cannot contain the following characters: \ / : * > < |
To select a folder in the left pane of Windows Explorer, click the folder.
How
do I delete a file or folder?
1. In My Computer or Windows Explorer, click the file or folder you want
to delete.
2. On the File menu, click Delete.
Notes:
You can also drag file or folder icons into the Recycle Bin. If you
press SHIFT while dragging, the item will be deleted from your computer
without being stored in the Recycle Bin.
To select a folder in the left pane of Windows Explorer, click the folder.
Where
can I find out more about Windows?
There are lots of books, videos, CD ROMS and DVDs available on most Windows
platforms. The easiest ones we come across is the "Dummies"
series. Titles like Windows 2000 for Dummies might sound ominous, but
these books explain procedures and sometimes more difficult things in
an easy to comprehend and funny way. We don't recommend any multimedia
titles, since there are so many and the choice is yours.
"Nothing
Can Replace a Good Training Course"!
If you can, send your staff to a simple introduction to Windows course.
Most local education centres offer these. It really is worth it, and we
would suggest that two people in a medium sized (2 - 3 dentists) practice
should really know the Windows essentials. Merlin Professional also integrates
with the Microsoft Office suites. So this is something else you should
have a look at, since there are many statistical things you can do with
Office, using Merlin generated data.
You can also go to
the Microsoft Website: http://www.microsoft.com
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Microsoft
Office Issues
Merlin
uses Microsoft Office technology to produce various different reports,
form letters (recalls) etc. In order for you to understand these issues
we strongly recommend you go and find one of the many Office courses local
educational establishments offer. It isn't difficult, but you will need
to understand some terminology and procedures fairly comprehensively in
order to get the most out of Merlin Professional.
Here are some of the more common questions regarding working with MS Office.
Please note that although Merlin Professional
is a comprehensive and well-tested software application, The
ComputerSurgery Ltd cannot guarantee
the performance of Microsoft products, just as Microsoft cannot guarantee
the performance of ours.
How
do I create a mail merge document using Word 2000?
Mail merge documents are documents created in MS Word, which use a standard
text throughout, but get some data (i.e. personal details, addresses,
recall appointments etc.) from another data source (file). Here is how
it's done using Office 2000.
How
do I create a form letter using Word 2000?
Merlin uses Microsoft Word's mail merge facilities to do recalls. Basically,
Merlin generates a text file containing the
patient data for the recall. Word then uses this data and slots the patient
information into each letter.
1. Create a letter
or open a letter which you already use and on the "Tools" menu
select "Mail Merge". You should see 3 steps.
2. The first step
is to choose the type of merge you want to do. In this case, it's a letter
so click the "Create" button and select "Form Letters...".
You'll now get the choice of using the letter you've created, or creating
a new document from scratch. Choose to use the letter you've created by
clicking "Active Window".
3. Now you're at step
2, selecting the data source. Click on the "Get Data" button
and choose the option "Open Data Source..."
4. The next point
is crucial - you MUST change the "Files of Type" from "All
Word documents" to "Text Files" since Merlin
outputs its merge data as a text file.
5. Now click drop
down the "Look in" list and navigate back up to your C drive,
then into Program Files\Merlin Professional\Templates\Recalls\Data.
You should now see the file "Recalls.txt" which Merlin
generated. Select this and click the "Open" button. What you've
done is tell Word that it will get its merge data from the Recalls.txt
file which is in fact created by Merlin Professional.
This is what "links" Merlin to
Word.
6. You may now get
a message saying that Word found no merge fields in your document. If
so, click the "Edit Main Document" button as we're now going
to enter the fields.
7. You'll now be looking
at your letter again. Click in the document where you want a field to
go and thus position the flashing insertion point bar. Notice that on
the toolbar at the left there should be a button marked "Insert Merge
Field". Click on the button and choose the field you want to insert.
8. Repeat the insertion
of fields wherever you want them, remembering to put in spaces where required.
You can of course start with a blank document and type and insert fields
as you go along.
9. When you're finished,
save the document, with an easily recognisable name, into C:\Program
Files\Merlin Professional\Templates\Recalls. Now you're all set. When
you run a recall in Merlin, it will show
you the open file dialog box pointing into the Recalls folder and you
can choose the document you just created, then Click on "Merge to
New Document" on the Task Bar..
Tip:
You can view the resulting form letters before you print them or send
them online. To do this, click on the File menu and click Print Preview.
Note:
When you have printed your recalls and are closing down the program,
you will be asked if you want to save the document/template. The answer
should always be "NO".
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How
do I create mailing labels using Word 2000?
1. Open a Word Document and on the "Tools" menu, select "Mail
Merge". You should see 3 steps.
2. The first step
is to choose the type of merge you want to do. In this case, it's labels
so click the "Create" button and select "Mailing Labels...".
You'll now get the choice of using the document you've created, or creating
a new document from scratch.
3. Choose "New
Main Document"
4. Now you're at step
2, selecting the data source. Click on the "Get Data" button
and choose the option "Open Data Source..."
5. The next point
is crucial - you must change the "Files of Type" from "All
Word documents" to "Text Files" since
Merlin outputs its merge data as a text file.
6. Now click drop
down the "Look in" list and navigate back up to your C drive,
then into Program Files\Merlin Professional\Templates\Recalls\Data.
You should now see the file "Recalls.txt" which Merlin
generated. Select this and click the "Open" button. What you've
done is tell Word that it will get its merge data from the Recalls.txt
file which is in fact created by Merlin Professional.
This is what "links" Merlin to
Word.
7. Now Click on "Set
Up Main Document"
8. In the Label Options
screen, find and Select the labels you use. Click on OK.
9. You will now find
yourself in the "Create Labels" screen.
Click on the label where you want a field to go and thus position the
flashing insertion point bar.
Click on the "Insert Merge Field" and choose the field you want
to insert.
10. Repeat the insertion
of fields wherever you want them - remember spaces and lines.
11. When you have
finished, save the document with an easily recognisable name, into C:\Program
Files\Merlin Professional\Templates\Recalls. Now you're all set.
When you run a recall
in Merlin, it will show you the open file
dialog box pointing into the Recalls folder and you can choose the document
you just created, then merge as you do with recall letters.
Tip:
You can view the resulting labels before you print them or send them
online. To do this, click on the File menu and click Print Preview.
Note:
When you have printed your recalls and are closing down the program,
you will be asked if you want to save the document/template. The answer
should always be "NO".
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How
do I create a mail merge document using Word XP/2003?
Mail merge documents
are documents created in MS Word, which use a standard text throughout,
but get some data (i.e. personal details, addresses, recall appointments
etc.) from another data source (file). Here is how it's done using Office
XP/2003.
How
do I create a form letter using Word XP/2003?
Merlin uses Microsoft Word's mail merge facilities
to do recalls. Merlin generates a text file
containing the patient data for the recall. Word then uses this data and
slots the patient information into each letter.
1. Create a letter
or open a letter which you already use and on the "Tools" menu
select "Letters and Mailings", then select "Mail Merge
Wizard" - ensure that "Show mail merge toolbar" is checked.
2. Select document
type - "Letters". Click "Next".
3. Select starting
document - "Current document". Click "Next".
4. Select recipients
- "Existing list". Click "Browse
"
The next point is crucial - you must change the "Files of Type"
from "All Word documents" to "Text Files" since Merlin
outputs its merge data as a text file.
5. Now click the drop
down "Look in" list and navigate back up to your C drive, then
into Program Files\Merlin Professional\Templates\Recalls\Data.
You should now see the file "Recalls.txt" which Merlin
generated. Select this and click the "Open" button. What you've
done is tell Word that it will get its merge data from the Recalls.txt
file which is in fact created by Merlin Professional.
This is what "links" Merlin to
Word. Click "Next".
6. You will now see
the "Mail Merge Recipients" box. You can edit the list here
or Click on "OK". Click "Next".
7. If you started
with a blank page, you can now write your letter.
To insert Merge Fields, click "More Items
" and ensure
that "Database fields" is checked.
Insert the fields in the required place and order - remember spaces and
lines.
8. When you're finished,
save the document, with an easily recognisable name, into C:\Program
Files\Merlin Professional\Templates\Recalls.
When you run a recall
in Merlin, it will show you the open file
dialog box pointing into the Recalls folder and you can choose the document
you just created, then Click on "Merge to New Document" on the
Task Bar..
Tip:
You can view the resulting form letters before you print them or send
them online. To do this, click on the File menu and click Print Preview.
Note:
When you have printed your recalls and are closing down the program,
you will be asked if you want to save the document/template. The answer
should always be "NO".
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How do I create mailing labels using Word
XP/2003?
Merlin
uses Microsoft Word's mail merge facilities to do recalls. Merlin
generates a text file containing the patient data for the recall. Word
then uses this data and slots the patient information into each letter.
1. Create a letter
and on the "Tools" menu select "Letters and Mailings",
then select "Mail Merge Wizard" - ensure that "Show mail
merge toolbar" is checked.
2. Select document
type - "Labels". Click "Next".
3. Select starting
document - "Label options". Click "Next".
4. In the "Label
Options" box, select the label you are using. Click "Next".
5. Select recipients
- "Existing list". Click "Browse
"
The next point is crucial - you must change the "Files of Type"
from "All Word documents" to "Text Files" since Merlin
outputs its merge data as a text file.
6. Now click the drop
down "Look in" list and navigate back up to your C drive, then
into Program Files\Merlin Professional\Templates\Recalls\Data.
You should now see the file "Recalls.txt" which Merlin
generated. Select this and click the "Open" button. What you've
done is tell Word that it will get its merge data from the Recalls.txt
file which is in fact created by Merlin Professional.
This is what "links" Merlin to
Word. Click "Next".
7. You will now see
the "Mail Merge Recipients" box. You can edit the list here
or Click on "OK". Click "Next".
8. To insert Merge
Fields, click "More Items
" and ensure that "Database
fields" is checked.
Insert the fields in the required place and order - remember spaces and
lines.
9. When you're finished,
save the document, with an easily recognisable name, into C:\Program
Files\Merlin Professional\Templates\Recalls.
When you run a recall
in Merlin, it will show you the open file
dialog box pointing into the Recalls folder and you can choose the document
you just created, then Click on "Merge to New Document" on the
Task Bar..
Tip:
You can view the resulting form letters before you print them or send
them online. To do this, click on the File menu and click Print Preview.
Note:
When you have printed your recalls and are closing down the program, you
will be asked if you want to save the document/template. The answer should
always be "NO".
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How
do I change information in a Word mail-merge data source?
If your data source is a Word document, you can edit data records and
add new records and data fields. For example, to add new clients to a
mailing list, you add a record for each new client. To add a new category
of information to all the records for example, a fax number or electronic-mail
address, you add a new data field.
How
do I edit existing data records?
1 Display the data source in the Data Form dialog box.
2 Edit the records you want to change. To locate a data record you want
to change, click Find, and then search for information that you know the
record contains.
3 To save changes to the data source, click View Source, and then click
Save.
How
do I add new data records?
1 Display the data source in the Data Form dialog box.
2 Click Add New.
3 Type the information for each field, and then press ENTER. If no information
exists for a particular field, press ENTER to skip the field. Do not type
spaces in the box.
4 Repeat step 3 for each new record.
5 When you finish adding records, click View Source, and then click Save.
How
do I add new data fields?
1 Display the data source in a document window.
2 On the Database toolbar, click Manage Fields.
3 In the Field name box, type a name for the new field, and then click
Add.
4 To add the new field information to each record, click Data Form, and
then edit the records in the Data Form dialog box.
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