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.
|