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Old 06-20-2013, 12:33 PM
kawirider88 kawirider88 is offline Insert Text between Mail Merged Items Windows 7 64bit Insert Text between Mail Merged Items Office 2010 32bit
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Insert Text between Mail Merged Items
 
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Default 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.
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Old 09-29-2013, 06:55 PM
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macropod macropod is offline Insert Text between Mail Merged Items Windows 7 32bit Insert Text between Mail Merged Items Office 2010 32bit
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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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