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Question
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Mail Merge (Word 2016 for Mac)

RobS_30# asked on
I am trying to do a mail merge to email, but when I use the drop down menu under "Finish & Merge" the only options I have are "Edit individual documents" and "Print document." There also doesn't seem to a mail merge wizard when starting the mail merge. I need to be able to merge to email. Please advise. 
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The answered status icon Answer

To make Outlook the default

  1. Open Apple Mail
  2. Go to Mail Menu and choose Preferences.
  3. Click Default Email Reader.
  4. Choose Outlook.
  5. Quit apple Mail.

_________

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The questions, discussions, opinions, replies & answers I create, are solely mine and mine alone, and do not reflect upon my position as a Community Moderator.

If my reply has helped, mark accordingly - Helpful or Answer
Phillip M. Jones, C.E.T.
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Susan Br replied on

After posting the above message I turned off my macbook completely. Having now come back and switched it on the default has changed to Outlook in Mail, Mail still appears to work as before and the Email feature is available in the mail merge, that problem now appears solved, thanks - plus previously I hadn't been able to send invitations to meetings from Calendar in Outlook. That also now works, so I assume the same change to setting has resolved that. Just left with trying to get my Samsung phone to sync with Outlook on the mac - had Samsung support working on it for over an hour this morning with no success.
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In order to merge to email you must have Microsoft Outlook [or Microsoft Entourage] specified as your default email program. Other email software [such as Apple, Mail, Thunderbird, etc.] do not have the necessary support for that capability.

You're right -- there no longer is a "wizard", but the tools on the Mailings tab are arranged in a rather logical progression from left to right.

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Regards,
Bob J.
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What a pain. You now have to be a DuPont Engineer to figure out to do how mail merge. Why did they have to reinvent the wheel.

Although I think you have gotten to last step I am going to answer assuming you're starting from scratch.So other listening in (or viewing along with us). Can see steps as they are supposed to occur.

  1. You have Choice of Addresses from Outlook Excel or Apple Address book.
    If you're going to use a list created in Excel
    Open Excel and create columns with the following header titles
    (Do this way so you sort list based on last name, first name):

    First
    Middle
    Last
    Address 1
    Address 2
    City
    State
    Zip
    EmailWeb Site

  2. Now fill in information on people you want in List.

  3. Save in Excel 2016 Format.

  4. Quit Excel.

Now Open a Bank Document let's assume to be a letter:

  1. Click on Start Mail Merge

  2. Click Select Recipients, at this point, locate the Excel list You created, and Choose.

  3. Now Click Filter List  for excel List created Just insert the header names  (First Middle Last Address etc until all are listed. (on outLook list and apple address you have to put a compare to field)

  4. At this point click in document at starting point of Merge Fields

  5. Now click insert Merge field choose first field which would be First type space and  insert second filed. At address you would hit return advance to next line put a space then address2. Hit return. Put in city state zip.

  6. Click on Preview results and depending up how many rows of addresses you have you start with 1 then advance to next number. at this point you could go edit Recipient List if needed  then advance to next  and so on.

  7. Now click on Range and either select individual address  a series 1-10 or select all

  8. Now when you click on Finish and Merge a option list will come That save as individual documents, Print, and (only if you have any mails addresses listed  email.  Most Likely your email client must be Outlook to use email when it allows email).

Note when I tried out email ds show but test list I had created had email address as one of the columns. The first time you try mail Merge, it's like I said, you need to have the intellect of DuPont Engineer to figure out what to do.  Once you do it a time or two then it seems simple. 

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Disclaimer:

The questions, discussions, opinions, replies & answers I create, are solely mine and mine alone, and do not reflect upon my position as a Community Moderator.

If my reply has helped, mark accordingly - Helpful or Answer
Phillip M. Jones, C.E.T.
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JasonPinkley replied on

How do I tell if my outlook client is the default client on my mac?  I'm really struggling to get a mail merge to emails working.

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JasonPinkley replied on

I don't know if I understand #3.  I put the column header names from the excel file that were listed in the drop down under field.  Then there's a "Comparison:" field and a "Compare To:" field where I don't know what to put there.  I have a spreadsheet of a bund of email addresses and names and I want to mail merge emails to the email addresses.  Really struggleing.
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LarryPosner replied on

In order to merge to email you must have Microsoft Outlook [or Microsoft Entourage] specified as your default email program. Other email software [such as Apple, Mail, Thunderbird, etc.] do not have the necessary support for that capability.

You're right -- there no longer is a "wizard", but the tools on the Mailings tab are arranged in a rather logical progression from left to right.

But the mail merge function is grayed out....

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irakalbrosky replied on

i have office 2016 for mac and OS X 10.10.5 and when doing a mail merge to email outlook has crashed and will not respond

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LarryPosner replied on

Your right.. I cant get mail merge to email working either, and I can't get any answer to this problem...

I'm using OS 10x El Capitan   

very dissaponting.. 

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irakalbrosky replied on

I have used the MS support line and they are VERY subpar. Their knowledge of the product and the issues is very disappointing.

I would have a very hard time recommending this product to any one. 

First I was told it was a limitation of the product and then I was told that 2016 has bugs and they are working on them

Everything is over seas and the support is BAD.

DO NOT BUY THIS PRODUCT

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LarryPosner replied on

I have used the MS support line and they are VERY subpar. Their knowledge of the product and the issues is very disappointing.

I would have a very hard time recommending this product to any one. 

First I was told it was a limitation of the product and then I was told that 2016 has bugs and they are working on them

Everything is over seas and the support is BAD.

DO NOT BUY THIS PRODUCT

Thanks, i thought so.... Such a shame....

I'm going to cancel my subscription

-Larry Posner

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John 12446675 replied on

I've tried setting Outlook 2016 as default email reader in Mail (since I can no longer do that in Outlook like I could in 2013). Tried restarting Word and Outlook. Tried creating a recreating my Mailmerge document from scratch. Impossible to get the Merge to E-mail option to work at the end.

Please fix this. Not really happy I have to revert to 2011 to perform this task.

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