Hi Graham, thanks for your response. I've done as you directed but I seem to be in an endless loop in the AddIn.


1) I never get to the "filter the data" pop-up (under "Running the Merge") - I see the disclaimer but then nothing else comes up. As such I can't follow the instructions because none of those pop-ups are appearing

2) I am told that I have more columns in the data source than merge fields and need to use the "clean worksheet" function but when I click that I get error "Run-time error '9': Subscript out of range".

Thoughts? I appreciate your time and access to the addon but I imagine it isn't working for me like you've designed.