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Old 03-20-2017, 01:05 PM
slunkc slunkc is offline Windows 7 32bit Office 2016
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Default Directory Mail Merge Letter Format Problem

Hello,



I'm about to pull out my hair with all of the time I've spent trying to complete this directory mail merge template. I've followed macropod's documentation and countless other tutorials on the web without success.

Attached, I have a template and a data sample. Each person that receives a letter will have at least one custody code, but nearly all will have multiple custody codes assigned to their name. With each change in custodian name, I want the merge to list all custody codes for that individual within that custodian's single letter.

I was able to get this to partially function with providing all custody codes for each individual, but then when I built out the letter with additional information immediately after the custody codes are displayed, my merge no longer listed all custody codes per individual in one letter.

I also want a page break after each letter so I can then split them out and save individually by macro. I don't anticipate having trouble with the macro, but I am having all kinds of trouble simply getting the mail merge template coded correctly. Any help is greatly appreciated.

Thank you,
Collin
Attached Files
File Type: docx Notice - Physical Inventory 001.docx (25.3 KB, 2 views)
File Type: xlsx Custody Codes.xlsx (10.0 KB, 2 views)
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  #2  
Old 03-20-2017, 03:41 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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Quote:
Originally Posted by slunkc View Post
I've followed macropod's documentation and countless other tutorials on the web without success.
You'd do better to stick with just one approach that's known to work - whether per my tutorial or one of the various Many-to-One addins.

Quote:
Originally Posted by slunkc View Post
Attached, I have a template and a data sample. ...

I also want a page break after each letter so I can then split them out and save individually by macro. I don't anticipate having trouble with the macro, but I am having all kinds of trouble simply getting the mail merge template coded correctly. Any help is greatly appreciated
Well, for starters, your mailmerge main document isn't set up anything like what's described in the tutorial. For some worked examples of what your mailmerge main document should look like, see:
http://www.msofficeforums.com/mail-m...html#post23345
http://www.msofficeforums.com/mail-m...html#post30327
Even so, the final layout you're proposing, with all the data on one line, isn't how the merge process in my tutorial (or, AFAIK, any of the Many-to-One addins) would output the data. My tutorial's coding will output each custody code on a new line.

As for splitting the output, if you change the separator page break that's created by the {QUOTE 12} field in the tutorial to a Section break, you could then use the Split Merged Output to Separate Documents macro in the Mailmerge Tips and Tricks 'Sticky' thread at (http://www.msofficeforums.com/mail-m...ps-tricks.html) to generate the individual files. That macro could even be modified to reformat the custody codes so they appear sequentially on the same line (assuming they'll all fit on one line).

An alternative approach would be to use a DATABASE field in your existing mailmerge main document to consolidate the custody codes. An example of that approach can be found at http://answers.microsoft.com/en-us/o...1-1996c14dca5d. The macro for letter production there could even be combined with the Send Mailmerge Output to Individual Files macro in the Mailmerge Tips and Tricks 'Sticky' thread to generate the individual documents without the need for an intermediate file.
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Old 03-21-2017, 08:15 AM
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Paul mentioned Many to One add-ins. While http://www.gmayor.com/ManyToOne.htm will not do exactly what you want, it comes close (especially Document (2) attached)
Attached Files
File Type: docx Jones_ Herman.docx (21.5 KB, 2 views)
File Type: docx Jones_ Herman(1).docx (21.2 KB, 1 views)
File Type: docx Jones_ Herman(2).docx (21.1 KB, 3 views)
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Old 03-21-2017, 11:16 AM
slunkc slunkc is offline Windows 7 32bit Office 2016
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Paul, thank you for the direction. I didn't include my partially working version because it simply wasn't what I wanted.

Graham, your tool is amazing and produces exactly what I need. Thank you very much for the recommendation and the great instructions.
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