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Old 05-08-2017, 01:09 PM
CONFUSEDOPSMANAGER CONFUSEDOPSMANAGER is offline Windows 10 Office 2016
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Default Many records to One Mail Merge Document

I have an excel spreadsheet:
family
first name


last name
product

in my excel spread sheet i can have the same family name more than once, with different product.:

row 1
Mr. and Mrs. Smith
Sam
Smith
ABC

row2
Mr. and Mrs. Smith
Sam
Smith
GHI

row 3
Mr. and Mrs. Smith
Sam
Smith
xyz

in my mail merge letter i want:

Dear (family_name)

(body of the letter)

list of (product) abc
ghi
xyz

sincerely,
Acme Group

I started the mail merge using Mailing -> Start Mail Merge -> Directory Select Receipiants -> chose my spread sheet and made sure its sorted by Family_Name

inserted all my merge fields

how do i check when the family_name changes in the excel spread sheet and i have a new letter for the next family??
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Old 05-08-2017, 02:56 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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Default

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 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
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Paul Edstein
[MS MVP - Word]
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