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Many records to One Mail Merge Document
I have an excel spreadsheet:
family first name last name product in my excel spread sheet i can have the same family name more than once, with different product.: row 1 Mr. and Mrs. Smith Sam Smith ABC row2 Mr. and Mrs. Smith Sam Smith GHI row 3 Mr. and Mrs. Smith Sam Smith xyz in my mail merge letter i want: Dear (family_name) (body of the letter) list of (product) abc ghi xyz sincerely, Acme Group I started the mail merge using Mailing -> Start Mail Merge -> Directory Select Receipiants -> chose my spread sheet and made sure its sorted by Family_Name inserted all my merge fields how do i check when the family_name changes in the excel spread sheet and i have a new letter for the next family?? |
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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:
https://www.msofficeforums.com/mail-...-tutorial.html 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 worked examples, see the attachments to the posts at: https://www.msofficeforums.com/mail-...html#post23345 https://www.msofficeforums.com/mail-...html#post30327 Another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An example of this approach can be found at: Many to one email merge using tables - Microsoft Community The DATABASE field can even be used without recourse to a mailmerge. An example of such usage can be found at: https://www.msofficeforums.com/mail-...html#post67097 Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from: Graham Mayor at Merge Many To One or Doug Robbins at Microsoft services
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
Tags |
mailmerge field, many to one mail merge |
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