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Old 12-02-2015, 11:55 AM
Merlot Merlot is offline Trouble doing a Mailmerge in Word 2010 with multiple records for the same client Windows 7 64bit Trouble doing a Mailmerge in Word 2010 with multiple records for the same client Office 2010 64bit
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Trouble doing a Mailmerge in Word 2010 with multiple records for the same client
 
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Default Trouble doing a Mailmerge in Word 2010 with multiple records for the same client

Good Day,



Can anyone assist me in doing a mailmerge? I would like to send emails to clients but in the source database one client has multiple records and I would like to send just one email to each client detailing all of their information. This is also my first time at doing a mail merge. I referred to the MS Office site but I cant seem to replicate the instructions. I've attached what I've done Mailmerge.jpg
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Old 12-02-2015, 07:31 PM
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macropod macropod is offline Trouble doing a Mailmerge in Word 2010 with multiple records for the same client Windows 7 64bit Trouble doing a Mailmerge in Word 2010 with multiple records for the same client Office 2010 32bit
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To see how to do this with any mailmerge data source supported by Word, 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.

The field coding for this is complex. However, since the tutorial document includes working field codes for all of its examples, most of the hard work has already been done for you - you should be able to do little more than copy/paste the relevant field codes into your own mailmerge main document, substitute/insert your own field names and adjust the formatting to get the results you desire. For some (non-email) 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

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at http://bit.ly/1hduSCB

In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple
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Cheers,
Paul Edstein
[Fmr MS MVP - Word]
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Old 12-07-2015, 10:13 AM
Merlot Merlot is offline Trouble doing a Mailmerge in Word 2010 with multiple records for the same client Windows 7 64bit Trouble doing a Mailmerge in Word 2010 with multiple records for the same client Office 2010 64bit
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Trouble doing a Mailmerge in Word 2010 with multiple records for the same client
 
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Thanks a mil Macropod! It worked like a charm
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