Mailmerge from excel sheet stating company address and contacts

[rhyslewisdavies]

Hi there, we are in the process of cleaning up all of our client data before we migrate it into MS Dynamics CRM. I have an excel spreadsheet with a list of clients and their information and also any contacts that are linked to that client. what we would like to do is send out an email (where we have a client email address) or a postal mailing where we don't. in it we want to state we are doing a data clean up exercise and can the client check that their details are correct. we want the mailing to show the clients contact address and then below that a list of all related contacts.

Is this possible?

thanks

Rhys

[gmayor]

The short answer to this is yes, but you will need to run two merges - one to those with e-mail addresses, another to those without.

If you have a separate record for each contact, you will need http://www.gmayor.com/ManyToOne.htm to list the contacts for each client. If the records have all the contacts listed in separate columns, you can use a conventional merge.

If you need to use the add-in, it will make things simpler is you copy the appropriate data to separate sheets.

You will then have the problem of what to do with the returned data. If you have some minion available to key the data into the worksheet then fine. If not then the aforementioned add-in can combine legacy form fields with mail merge, but this will only work for one to one merges i.e. the records must have one field for each contact, and not separate records. You could then use http://www.gmayor.com/ExtractDataFromForms.htm to extract the form data to Excel.

The