#1
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Insert Text between Mail Merged Items
I'm having some trouble with formatting my mail merge from CRM 2011. For example I am trying to generate a quote. There are 2 types of products required and optional. When I run the merge it brings in all products listing them in order. But say I want to split the merge and in between the merge I want a space so it would look like this:
Required Product Merge Fields Required Product Merge Fields Optional Products Optional Merge Field Optional Merge Field Is it possible to do this? I run into a couple errors when trying to do this. If I use if statements such as if product type = required show these mail merge fields then I get blank lines for where the optional products would be. Rather than not creating a line item, the mail merge still creates a blank line which screws up the formatting. And second if I use those if statements and put plain text like "Optional Products" then the merge turns out like this: Required Merge Field Optional Products Required Merge Field Optional Products Optional Products Optional Merge Field Optional Products Optional Merge Field Is what I'm trying to do even possible? Is there any solution? Thanks a bunch for any help. |
#2
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Hi kawirider88,
What you're asking for is a kind of Many-to-One Mail Merge - but with two sets of 'many' output. Word's mailmerge tools really don't support that, though something might be possible by combining the mailmerge with the use of DATABASE fields. Aside from that possibility, VBA coding would be required for a practical solution.
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
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