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Old 04-26-2017, 02:07 PM
tech123 tech123 is offline Windows 8 Office 2013
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Default How do I mail merge records into table columns with more than one merge field?

Hello, I want to mail merge over 1000 records. In excel, I have columns for principal names, principal emails, individualized links, districts, school names, sde contact, and status (complete/incomplete) and so on. In the mail merge, I want to create a table for all completed responses from principals. That table would their name, email, and link. In another table, I want to list principals who didn't have a response (incomplete). This table would have the name and school listed. These two tables will be sent to one sde contact. One email per SDE contact. Each SDE contact will get a list of principals who completed/or did not complete the survey. I know how to do a basic mail merge but don't know how to set this up.

The email would like something like this:
Dear SDE contact,



Good morning. Our office has been working to collect individualized messages for the 2017 report card for <District>.

We have not received responses from:
Name Email Individualized Link




We have received responses from:
1. Name, School
2. Name, School
3. Name, School
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Old 04-26-2017, 07:13 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so 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 worked examples, see the attachments to the posts at:
http://www.msofficeforums.com/mail-m...html#post23345
http://www.msofficeforums.com/mail-m...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391

Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An example of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
The examples there demonstrate both sending the merge to email and sending it to a new document. The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at:
http://www.msofficeforums.com/mail-m...html#post67097

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
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Paul Edstein
[MS MVP - Word]
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