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How do I create mailing labels, form letters or envelopes from my QuickBase application with Microsoft Word?
1. Create a new report that includes all of the fields that you want to include in your mailing labels, form letter or envelopes. Expand the "COLUMNS TO DISPLAY" section and turn on only the columns that you need for your mail merge. Turn off all unnecessary columns.
For more information about creating a view, see https://www.quickbase.com/help/creating_a_new_view_from_scratch.html.
2. On the Report builder page, click on "Custom options" to expand the "ADDITIONAL OPTIONS" section. In the "Format:" drop down list select "Comma-Separated Values", and then click "Display". You are prompted to save the file to disk.
Alternatively if you already have a view that displays the rows and columns you want in the browser window, then go to that view and click on the "I want to..." button. Choose "Export this view to a spreadsheet". You are prompted to save the file to disk.
3. Give the file a name with a .CSV extension, and be sure to remember which folder you saved it in.
4. Now you're ready to do your Mail Merge in MS Word. When MS Word prompts you for a Data Source or list just select the file that you saved from QuickBase in step 3 above.
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