How to do mail merge in lotus notes

Mail merge in Lotus Notes! While Lotus Notes is no longer widely used, I'll provide you with the steps to perform a mail merge in Lotus Notes 6.x and 7.x. Please note that the process might vary slightly depending on the version you're using.

Prerequisites:

1. Lotus Notes 6.x or 7.x installed on your system.
2. A Lotus Notes database containing the data you want to merge.
3. A template document (e.g., a memo or an email) that you want to use as the base for the merged documents.

Step-by-Step Instructions:

1. Create a template document: Create a new memo or email in Lotus Notes that will serve as the template for your mail merge. This document should contain the fields you want to merge, such as names, addresses, and other relevant information.
2. Designate the merge fields: Identify the fields in your template document that you want to merge. You can do this by selecting the field and then clicking on the "Design" button in the toolbar. In the "Field Properties" dialog box, check the "Merge" box next to the field name.
3. Create a data source: Create a new data source in your Lotus Notes database that contains the data you want to merge. This can be a view, a form, or a document that contains the data you want to merge.
4. Set up the mail merge: Go to the "File" menu and select "Mail Merge" (or press Ctrl+Shift+M). In the "Mail Merge" dialog box, select the template document you created in step 1 as the "Template" and the data source you created in step 3 as the "Data Source".
5. Specify the merge options: In the "Mail Merge" dialog box, you can specify additional options, such as the output format (e.g., memo, email, or document), the merge order, and the merge criteria.
6. Run the mail merge: Click the "Merge" button to start the mail merge process. Lotus Notes will create a new document for each record in the data source, using the template document as the base.
7. Review and save the merged documents: Review the merged documents to ensure they are correct and save them to your Lotus Notes database.

Tips and Variations:

• You can use the "Mail Merge" feature to merge data from multiple data sources.
• You can also use the "Mail Merge" feature to merge data into a single document, rather than creating separate documents for each record.
• If you're using Lotus Notes 7.x, you can use the "Document Merge" feature, which is similar to the "Mail Merge" feature but provides more advanced options.

I hope this helps you perform a mail merge in Lotus Notes!