There's a lot of useful stuff in the Mailmerge Tips & Tricks 'Sticky' thread at this forum's top:
https://www.msofficeforums.com/mail-...ps-tricks.html
A lot of that material is unlikely to be in any book you could buy - and here 'tis for FREE!

Beyond that, if you're interested in:
Date Calculations:
check out my Microsoft Word Date Calculation Tutorial, at:
http://windowssecrets.com/forums/sho...ation-Tutorial
or:
http://www.gmayor.com/downloads.htm#Third_party
Although not written specifically for mailmerges, the field codes there are readily adapted to that purpose.


Word Field Maths:
check out my Microsoft Word Field Maths Tutorial, at:
http://windowssecrets.com/forums/sho...Maths-Tutorial
or:
http://www.gmayor.com/downloads.htm#Third_party
Although not written specifically for mailmerges, the field codes there are readily adapted to that purpose.


Catalogue/Directory Mailmerges:
check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/sho...merge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip

The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.


For some worked examples, see the attachments to the posts at:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327
http://windowssecrets.com/forums/sho...l=1#post928391

As the foregoing will show, the scope for what can be done in a mailmerge is quite extensive. Beyond what you'll read in those resources, though, still quite a lot more to learn and a lot of what can be achieved depends on using both your knowledge and imagination.

__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]

Thank you as always Macropod. I have a couple other questions:

1) I'm an attorney and use merging to take my client's data and merge it into forms that I file with the Court. My current issue is that my practice management software only allows me a limited number of fields that are available to merge into word documents. All the other data must be manually entered into the document after the merge, and I am trying to automate as much as possible. I've been trying to think of ways to get more fields and my idea is to put all my client's data into a PDF file, then export the field data into a TXT, then to a CSV, and then the CSV data is used with my Merge templates. This would allow me to have unlimited about of data fields.

The problem is that getting the data from the PDF and into my Word merge templates is a bit tedious since there are multiple steps.

A) Do you know of a way to go from Adobe Acrobat directly to a Word Merge? This would be taking the data from the PDF and using it in the merge directly. I searched online for programs but could not find.

B) In your experience is my method a good idea, or are there better more efficient ways to achieve what I am going for?

2) The Courts here use Microsoft Excel for child support calculations, but they have programmed it so that it automatically creates multiple documents in other sheets in Excel with the date you input. I've been considering this as an alternative to what I am trying to achieve. Are you familiar with this and would this be a better option? My only problem with this is that I already have 100s of merge templates in Word and dont want to recreate all of them.

3) Where did you learn all this stuff? Seems like there is not a lot of information (beyond your tutorials) on advanced word merging.

Thanks~!