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Old 03-06-2015, 02:05 PM
mklepper mklepper is offline Windows 7 64bit Office 2010 64bit
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Talking Mail Merge - Many to One w/MS Access data

Hello everyone,

I have what appears to be a very easy problem but I have having trouble doing a many to one mailing. I am aware of the add on options but my data source is in MS access which doesn't seem to work with them. I spent hours watching a bunch of videos and reading many posts on the topic and can't figure out how to do this. PLEASE HELP ME

On to my problem:

I am trying to send a letter in which the key is "AccountNo" and trying to add multiple records of positions that we need to notify clients on.

Here is the section of the letter that I am trying to do the many to one on:

THE FOLLOWING IS A LIST OF THE MUTUAL FUND POSITIONS AFFECTED:

Share Amount Ticker/CUSIP Name of Fund
«Quantity» «SecSymbol»/«Cusip» «SecDesc»

We appreciate your attention to this matter and again thank you for your business.


Thank you in advance for any help that you can provide!
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