#1
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How can I use mail merge to send managers a list of employees?
Hello
I don't know if it's possible since I've never really used mail merge before but: I have a spread sheet with name of people that need to go on training session with the name of the persons manager as well. I want to use mail merge to send emails to each of the manages with a table of the people that need to do training and what course they need to go on. Each manager has a different amount of employees so I cant just have a fixed amount of rows in the table. Does anyone have any idea what i'm on about or how to do it? |
#2
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You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so 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. For your purposes, see the topic titled 'Merging by Catalog/Directory to E-Mail'. Please read the tutorial's introduction! Another approach would be to be to use a DATABASE field inconjunction with a normal letter merge and a macro to drive the process. For a recent solution along these lines, see: http://answers.microsoft.com/en-us/o...1-1996c14dca5d 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] |
#3
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Thank you. I saw this on a thread earlier but if anything i'm slightly more confused now than when I started hahaha
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#4
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If you use http://www.gmayor.com/ManyToOne.htm (read the web page). Then what you ask is straightforward.
Sort the worksheet on the manager name field. Put the manager's name field at the top of the page and under it put a one row table (with or without a border. Put the fields relating to the people in the table cells, and merge many to one with the fields in the table as child fields and the manager field as the key field. Once familiar with the principles you can format the document as required before running the merge.
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Graham Mayor - MS MVP (Word) (2002-2019) Visit my web site for more programming tips and ready made processes www.gmayor.com |
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