Word Merge Family Directory¶
TouchPoint has built-in directories that you access from the Toolbar without having to use a mail merge, including a FamilyPictureDirectory.
- Family Directory-Word Merge Document
- If you prefer to create and format a Family Directory you can do that using an Excel Export and Word Merge. It will not contain pictures, but you can add whatever fields you want to include that are in the Export. There is a standard Family Picture Directory available from the Toolbar. We also have instructions for creating your own Family Picture Directory if you want it to include other fields that are not in our standard Family Picture Directory.
Create the Family Directory Using Word Merge¶
- Step 1
- Create a search for those you want included (or create this for an organization, Tag, sub-group), and select the blue Toolbar > Export > Excel. Then in the dialog box that pops up choose Family Members.
- Step 2
Open the Excel spreadsheet, which will, by default, be sorted by FamilyName (column U) and then by FamilyId (column V).
Save it as an .xls file.
If you ever change the sort, you can return to the original sort by sorting by using a custom sort, FamilyName first and then by FamilyID.
- Step 3
- Open the Mail Merge Manager and create your document using the Excel spreadsheet as the data source.