New Perspectives Word 2019 Modules 5-7 SAM Capstone Project 1a Sage Retail Services #newperspectives
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PROJECT STEPS
1. As a marketing analyst at Sage Retail Services, you are helping Linda Cordero, the sales manager, create a guide for prospective clients interested in learning about your company's merchandising services. Linda has reviewed a draft of the document using tracked changes. Because you plan to email the guide to the prospects, the document begins with a personalized cover letter.
Combine documents as follows to incorporate Linda's revisions and comments into your copy of the document:
a. Combine your document (the original document) with the file Support_WD19_CS5-7a_Linda.docx.
b. Select all the Comparison settings, and show changes in the original document.
2. Turn on Track Changes, and display All Markup for review. Accept and reject tracked changes in the document as follows:
a. Accept each change in the first two body paragraphs because the changes improve the paragraphs.
b. Reject the formatting change to the email address "[email protected]" because that text should appear as a hyperlink.
c. Accept the remaining changes in the document, which are also improvements.
3. Turn off Track Changes. Read the first comment in the document, and then set a top and bottom margin of 0.75" to provide extra space as Linda requests.
4. Apply the Casual style set to use the standard style set for Sage client documents.
5. To set up the document as a form letter, start a mail merge, and then select Letters as the type of main document. Next, type a new recipient list as follows:
a. Customize the columns by deleting the Country or Region, Home Phone, Work Phone, and E-mail Address fields.
b. Rename the ZIP Code field using Postal Code as the new field name to use the more generic term.
c. Add a new field to the end of the address list using Store as the field name.
6. Enter the address information for two recipients as shown in Table 1, and then save the data source using a name of your choice.
Table 1: Recipient Addresses
Field Record 1 Record 2
Title Mr. Ms.
First Name John June
Last Name Drake Lee
Company Name Allen Stores Nova Housewares
Address 1 1221 Main Highway 110 King Drive
Address 2 Suite 102
City Paramus Yonkers
State NJ NY
Postal Code 07653 10470
Store Allen Menswear Kitchen Gallery
7. At the beginning of the letter, use the Date content control with the "Click here to enter a date" placeholder text to select the date March 24, 2021.
8. Insert the inside address as follows:
a. Select the placeholder text "[INSERT INSIDE ADDRESS]", and then insert an AddressBlock merge field using the Mr. Joshua Randall Jr. format.
b. Delete the placeholder text.
9. Insert the greeting line as follows:
a. Select the placeholder text "[INSERT GREETING LINE]", and then insert a GreetingLine merge field using the Dear Mr. Randall: format.
b. Delete the placeholder text.
10. In the first paragraph in the body of the letter, select the "[INSERT STORE NAME]" placeholder text, and then insert a merge field for Store to include the name of the recipient's store.
11. To include personalized text, add an IF field as follows:
a. At the end of the last body paragraph in the letter ("To discuss…[email protected]."), insert an If…Then…Else rule.
b. Compare whether the City field is equal to Paramus as the condition.
c. Insert the following sentence if the condition is true:
I will be visiting stores in Paramus next week. Let me know if you want to schedule a meeting.
d. Leave the false condition option blank so that Word does not insert text if the City is other than Paramus.
12. Edit the recipient list to filter the data records to select only recipients where the City field is equal to Paramus to prepare the first batch of letters for Paramus residents.
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