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!