Microsoft Office Forums

Go Back   Microsoft Office Forums > Microsoft Word > Mail Merge

Reply
 
LinkBack Thread Tools Display Modes
  #1  
Old 08-03-2018, 05:20 AM
DeniseStafiej DeniseStafiej is offline Windows 10 Office 2010 32bit
Novice
 
Join Date: Aug 2018
Posts: 1
DeniseStafiej is on a distinguished road
Default Mail Merge Grouping Multiple Records into 1 Output

I have been trying to use the Directory Mail Merge feature to no avail. Reaching out to the experts in this Forum for help..



I have a form letter (attached).
I have a data excel (attached) with a list of client/matter names

In the data file there are repeats of client names and I need to mail merge ONE letter listing ALL matter names in the Attachment table on page 2 in the Matter Name column of the letter.

Example, letter to Client B.A.L. Prod. would list under Matter Name column:
CHARLES B. & MATTIE MENOUS
MAE RAY CREATED
SYMAN WELL
LOW AREA
BLACKWELL LEASE
GAS UNIT

Thanks in advance for any assistance.
Attached Files
File Type: docx Merge Letter FormFile.docx (46.8 KB, 6 views)
File Type: xlsx MatterData.xlsx (10.6 KB, 6 views)
Reply With Quote
  #2  
Old 08-03-2018, 03:41 PM
macropod's Avatar
macropod macropod is offline Windows 7 64bit Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 19,199
macropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to beholdmacropod is a splendid one to behold
Default

To see how to use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version), check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial in the 'Sticky' thread at the top of this forum: http://www.msofficeforums.com/mail-m...-tutorial.html
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

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
__________________
Cheers,
Paul Edstein
[MS MVP - Word]
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Grouping multiple excel records in to a single letter lmjb1964 Mail Merge 4 04-04-2018 03:33 PM
How do I mail merge records into table columns with more than one merge field? tech123 Mail Merge 1 04-26-2017 07:13 PM
Multiple Records Mail Merge using Email Skybluekid Mail Merge 1 03-28-2016 02:33 PM
mail merge multiple rows within a grouping tracygleghorn Mail Merge 12 11-12-2015 06:43 AM
Multiple mail merge records on the same page allenglishboy Mail Merge 3 07-18-2012 06:22 AM


All times are GMT -7. The time now is 11:12 AM.


Powered by vBulletin® Version 3.8.1
Copyright ©2000 - 2019, Jelsoft Enterprises Ltd.
SEO by vBSEO ©2011, Crawlability, Inc.
MSOfficeForums.com is not affiliated with Microsoft