myCPE Limited Period Offer. Unlimited Continuing Education only @$299 $199 (2 Days Left) CLICK HERE to view.

Word Mail merge

  • CPA (CA)
  • CMA
  • CPA (US)

Published: December, 2021

You need to register for the webinar to watch the video.

Click Here to Register

Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • What is Mail Merge?
    4 mins
  • Data sources for mail merge
    13 mins
  • Mail merging letters
    37 mins
  • Mailing labels
    55 mins
  • Creating Envelops
    64 mins
  • How to do a directory
    75 mins

Course Description

A business has many reasons to get in touch with customers. They may have new product lines, old product lines, sales, or maybe some just owe them money. You don't need to type up hundreds of documents when Microsoft Word can do it for you. All you need to do is create one document, and then tell Word to who you want to send it to.

Every organization has a set of procedures that needs a lot of duplication of process on the part of employees. 

Have you ever wondered how companies send out offer letters to a vast number of prospective employees

Have you thought about the effort taken behind the scenes to send a simple Christmas card to a lot of members?

Mail Merge is a key feature in Microsoft Word that speeds up and simplifies this process. 

Mail merge is a Microsoft Word feature often used to produce many similar documents, including elements from a separate data document (e.g. a database, spreadsheet, or Outlook contacts file). The list is combined with standard text, usually to produce a letter or invite to a series of different recipients. Many people assume Mail Merge is complicated and reserved for power users. Not so! 

In this CPE webinar speaker, Alicia Katz Pollock steps through how to create and address hundreds of emails, letters, envelopes, and labels in seconds with this powerful feature. Discover how to find or create a recipient data source, set up your template, preview and merge your data, and tweak the formatting to address any issues.

So go ahead and learn to save your valuable time by registering for this online CPE course and thereby increase your productivity and efficiency. 

This Microsoft Word Mail Merge CPE course will help you to learn how to create and address emails, letters, envelopes, or labels in bulk with the least effort.

Learning Objectives

  • To learn how the Mail Merge works.
  • To learn to add labels.
  • To understand how to create envelopes in bulk.
  • To Find or create a recipient data source.
  • To format and set data sources.
  • To create your template.
  • To merge the data and send across an email

Recommended For

  • This Online CPE webinar is recommended for CPAs, CMAs, and Top and middle-level personnel desiring to upgrade their MS Word skills by understanding the Word Mail Merge feature.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant
  • Certified Public Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Forensic Accountant
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit for Certified Management Accountants (CMA)

Presenter

About Presenter

Alicia Katz Pollock, MAT,ACN,MOS

Intuit Trainer/Writer Network, Diamond-level QuickBooks ProAdvisor Royalwise Solutions

QuickBooks Online Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor and an accomplished author with several tutorial books on Amazon. With a master’s degree in teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment!

About Company

Royalwise Solutions

royalwise.com/

Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4

4 Ratings

Excellent

0

Very Good

1

Average

3

Poor

0

Terrible

0