I have been looking for something like https://www.msofficeforums.com/word-...own-lists.html for a long time. I did have a few questions though if you can help me? I am currently building this using a mail merge, but its not ideal.

How many client details can you have, unsure if there is a limit?
Is there a way to upload up a bunch of clients and their details all at once?
Is there a way to have the client details put in specific locations of the word doc?

If necessary, i can upload my doc and you can see what i'm trying to accomplish.

Thank you in advance.

1. There is no specified limit; you could have 1,000 or more if needed.
2. That's what it already does - you simply pick which one you want.
3. See post #33: https://www.msofficeforums.com/word-...html#post90264

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Thanks, so the content control properties, is there anyway to add multiple clients all at once? I'm trying to avoid to have to add all 2200 clients and info one at a time. I have all my data on an excel sheet and again currently creating this using mailmerge.

I attached the top portion of my template with a comment that hopefully better explains my goal.

Attached Files

template1.docx (25.1 KB, 10 views)

I'm not sure what you mean by 'add multiple clients all at once'. All 2200 clients would be added to the dropdown - a monstrous thing to scroll through to find an entry - and you could only select one. Unless a different approach were taken or the remaining entries were deleted, the resulting document would also be permanently bloated with a dropdown list containing nearly 2200 redundant entries.

Frankly, for what you're trying to do, you'd be better off sticking with mailmerge and either:
1. Using a SKIPIF field coded along the lines of either:
{SKIPIF {MERGEFIELD AccountNumber}<>{FILLIN "Account Number # to process" \o}}
or:
{SKIPIF «AccountNumber»<>{FILLIN "Account Number # to process" \o}}
if all you want to do is process a single account at a time, or:
2. Using the mailmerge filters to select multiple accounts for processing at a time.

Note: The field brace pairs (i.e. '{ }') for the above example are all created in the document itself, via Ctrl-F9 (Cmd-F9 on a Mac); you can't simply type them or copy & paste them from this message. Nor is it practical to add them via any of the standard Word dialogues. Likewise, the chevrons (i.e. '« »') are part of the actual mergefields - which you can insert from the 'Insert Merge Field' dropdown (i.e. you can't type or copy & paste them from this message, either). The spaces represented in the field constructions are all required.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

I agree, I will play around with the information and see if I can come up with a better solution, I may just add excel objects that mirror the look of the table. But thank you for all your help