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
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.