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#1
10-29-2015, 01:27 PM
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Help with using catalog in Directory merge
Hello,
I have a one page document that I am trying to merge with an Excel spreadsheet. I want to use Customer (column A) for my key, and have the customer's products and cost merge onto one page, then generating a new page for the next customer. I have tried copying the code suggested by Paul Edstein, but when I try to run the merge it errors at MERGESEQ, my code disappears and I am back to square one. I am using Word 2010 64 bit. Any assistance would be greatly appreciated!! Tami 
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#2
10-29-2015, 02:53 PM
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My Microsoft Word Catalogue/Directory Mailmerge Tutorial can be downloaded from:
http://windowssecrets.com/forums/sho...merge-Tutorial or: http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip Please read the tutorial (especially the Introduction) before trying to use the mailmerge document included with it. Your post suggests, amongst other things, you might not have edited the field names to suit your mailmerge data source. 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
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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#3
10-29-2015, 04:02 PM
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Hello Paul!
I did change my field names to match the column labels. I even typed it all in manually, and still got the same result. I tried the code from Microsoft as well. I even tried to use Doug Robbins' add-in with no success. I downloaded and read your tutorial but I can't seem to make sense of what I need to do to make the merge actually work. I feel like I am missing something silly - I have three columns-customer, product and price. What I am trying to do is have each customer's products listed on a single page, then the next customer starts a new page, and so on. Any tips you could offer would be greatly appreciated!! Thank you! 
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#4
10-29-2015, 04:07 PM
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Without seeing your mailmerge main document, it's impossible to diagnose the issue. Can you attach it to a post (delete anything sensitive)? You do this via the paperclip symbol on the 'Go Advanced' tab at the bottom of this screen.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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#6
10-29-2015, 04:37 PM
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I can't see any connection between what's in your mailmerge main document and the tutorial. For starters, the tutorial shows everything being enclosed in the fairly complex field coding, none of which is in your document. Furthermore, your «Customer», «Product» & «Price» mergefields are all in textboxes, which would cause problems even in any ordinary mailmerge.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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#7
10-29-2015, 04:41 PM
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I just sent you what I was starting with. I have done text box merges before that worked great, and if I take the time to change all my rows to columns and insert a next record it works.
So are you saying I can't put the code from the tutorial into or behind a text box?
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#8
10-29-2015, 04:47 PM
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You should at least try to implement the tutorial's process. I don't expect to do all the work for you, plus I've pointed you to posts demonstrating the implementation.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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#9
10-29-2015, 04:49 PM
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I've tried. When I open the "Mail Merge Main Document" all it says is:
"If you haven’t read the tutorial document, please do so before using this document." There are no fields in the document for me to copy!
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#12
10-29-2015, 05:10 PM
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As the tutorial also says:
Quote:
Code:
{QUOTE{IF{MERGESEQ}= 1 {SET Key ""}}"{IF{MERGEFIELD City}<> {REF Key} "{IF{MERGESEQ}> 1 "
"}{MERGEFIELD State} {MERGEFIELD City}{SET Key {MERGEFIELD City}}
" } {MERGEFIELD Representative} {MERGEFIELD Sales}
"}
Code:
{QUOTE{IF{MERGESEQ}= 1 {SET Key ""} {SET LastKey {REF Key}}}{IF{MERGEFIELD State}<> {REF Key} "{IF{MERGESEQ}> 1 "
If you require more details about the above sales figures, please contact your {REF LastKey} Sales Manager.
Sincerely,
Customer Service Manager (National)
{DATE \@ "dddd, d MMMM yyyy"}
{IF{MERGEFIELD State}<> 0 {QUOTE 12}}"}{IF{MERGEFIELD State}<> 0 "Director,
Retail Sales {MERGEFIELD State}{SET Key {MERGEFIELD State}}
These are the sales totals for {MERGEFIELD State \* Charformat}
City Representative Sales
"}"}"{IF{MERGEFIELD State}<> 0 "{MERGEFIELD City} {MERGEFIELD Representative} {MERGEFIELD Sales \# $,0.00}
"}"}
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word]
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#15
03-30-2016, 01:02 PM
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Multiple Records Merge with Email
I have created a multiple document using a directory. My goal is to use this with email address. When I try and use it with Email, I get :
"You cannot send a catalog created by merging documents directly to mail, fax or a printer" Hopefully, there might be a simple fix.
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Windows 10 
Office 2010 64bit
Linear Mode
