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DukeofTellurideDukeofTelluride 

Mail Merge How to include automatically TODAY's date

Hi,

Can anybody help me get the formula for putting the date at the top of mail merge letters automatically.

i.e.

November 2nd 2007

Tom Smith
Attorney
Anywhere Street

I was given this formulat which is not working:

{ DATE \ @ ‘’ dd MMMM yyyy ‘’ \ * MERGEFORMAT }

thanks

HerosHeros
There is two ways to do this.  If you are using the Salesforce.com Office Edition plugin there is a merge field for Todays Date.  It is located under User Fields.

Also If you want the date written out like:  'October 30,2007'  then you can use a formula similar to the one below:

CASE(
MONTH( CloseDate ) ,
1, "January"&" "& TEXT(DAY(CloseDate))&" "&TEXT(YEAR(CloseDate )),
2,"February"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
3,"March"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
4, "April"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
5, "May"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
6, "June"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
7,"July"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
8, "August"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate)) ,
9,"September"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate)) ,
10, "October"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
11,"November"&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
12,"December "&" "& TEXT(DAY(CloseDate ))&", "&TEXT(YEAR(CloseDate )),
"Invalid Date")
serious samserious sam

Heros,

 

Thank you

Sam

lagelage
Very useful.  Thank you!

- Tanner Shamrock
ckellieckellie
I have a follow up question for the date formula. I have been using a formula that looks at the local computer's date and time stamp. I have to have the date record when the mail merge was done and will not change whenever it is opened. Does trhis formula do that?