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#1
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Trouble doing a Mailmerge in Word 2010 with multiple records for the same client
Good Day,
Can anyone assist me in doing a mailmerge? I would like to send emails to clients but in the source database one client has multiple records and I would like to send just one email to each client detailing all of their information. This is also my first time at doing a mail merge. I referred to the MS Office site but I cant seem to replicate the instructions. I've attached what I've done Mailmerge.jpg |
#2
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To see how to do this with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/sho...merge-Tutorial or: http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it. The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some (non-email) worked examples, see the attachments to the posts at: https://www.msofficeforums.com/mail-...html#post23345 https://www.msofficeforums.com/mail-...html#post30327 http://windowssecrets.com/forums/sho...l=1#post928391 Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from: Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or Doug Robbins at http://bit.ly/1hduSCB In addition to a 'Many to One' merge, the latter handles: • Merge with Charts • Duplex Merge • Merge with FormFields • Merge with Attachments • Merge to Individual Documents • Merge, Print and Staple
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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Thanks a mil Macropod! It worked like a charm
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