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Old 07-19-2017, 10:37 PM
srheajr srheajr is offline Windows 7 64bit Office 2010 64bit
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Default Combing multiple records to one email

Hey guys,

I've attached a sample chart that I'm trying to use mail merge to email out to my employees. While, I can use the mail merge function, the issue I'm having is since I have multiple records for the same person, they are receiving multiple emails.

Is there a way I can combine records based on a specific field and send all of those to one email?



Attached is an example excel file I'll be using to send the mail merge and a word document as an example of the email that John Doe would receive based on the mail merge.

Thanks for the help!
Attached Files
File Type: xlsx test mailer.xlsx (10.4 KB, 7 views)
File Type: docx TEST EMAIL.docx (13.5 KB, 4 views)
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Old 07-20-2017, 03:39 AM
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gmayor gmayor is offline Windows 10 Office 2016
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See http://www.gmayor.com/ManyToOne.htm which will do that, either as an attachment or as the body of an e-mail message.
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Old 07-20-2017, 04:39 PM
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macropod macropod is offline Windows 7 64bit Office 2010 32bit
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You can also 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. Email merges are more complex still. However, since the tutorial document includes working field codes for all of its examples (and macro code for the emailing), most of the hard work has already been done for you. 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
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