WORKAROUND
To apply case changes to merge field results, use one of the following
methods:
Method 1: Use the All Caps Option or Shortcut Keys
Select the MERGEFIELD field (including the chevrons or field braces) and
press CTRL+SHIFT+A for All Caps formatting. Or, on the Format menu, click
Font, and then under Effects, click to select the All Caps check box, and
then click OK.
Method 2: Use the CharFormat Switch
Display Field Codes by pressing ALT+F9. Select the first character of the
merge field, and format this character as noted in method 1 above.
Add the \* CHARFORMAT switch to the end of the MERGEFIELD field. This
switch applies the formatting of the field type's first character to the
entire result. Your field code should look like the following:
{Mergefield name \* charformat}
Method 3: Use a Case Switch
Display Field Codes by pressing ALT+F9. Add one of the following format
switches to the end of the MERGEFIELD field.
Switch Description
------ -----------
\* upper To format the entire field as all caps
\* lower To format the entire field in lowercase
\* firstcap To capitalize the first word in the result
\* caps To capitalize each word in the result
To format the MERGEFIELD result in all caps, your field code should look
Like this:
{mergefield name \* upper}
NOTE: Firstcap only works if text is all lower case. If text is all upper
case, include the lower switch before the firstcap switch. For example:
{MERGEFIELD name \*lower \*firstcap}
Result: RICHARD becomes Richard.