Mail Merge Grouping Multiple Records into 1 Output

DeniseStafiej · #1 08-03-2018, 05:20 AM

I have been trying to use the Directory Mail Merge feature to no avail. Reaching out to the experts in this Forum for help..

I have a form letter (attached).
I have a data excel (attached) with a list of client/matter names

In the data file there are repeats of client names and I need to mail merge ONE letter listing ALL matter names in the Attachment table on page 2 in the Matter Name column of the letter.

Example, letter to Client B.A.L. Prod. would list under Matter Name column:
CHARLES B. & MATTIE MENOUS
MAE RAY CREATED

SYMAN WELL
LOW AREA
BLACKWELL LEASE
GAS UNIT

Thanks in advance for any assistance.

Similar Threads
Thread	Thread Starter	Forum	Replies	Last Post
Grouping multiple excel records in to a single letter	lmjb1964	Mail Merge	4	04-04-2018 03:33 PM
How do I mail merge records into table columns with more than one merge field?	tech123	Mail Merge	1	04-26-2017 07:13 PM
Multiple Records Mail Merge using Email	Skybluekid	Mail Merge	1	03-28-2016 02:33 PM
mail merge multiple rows within a grouping	tracygleghorn	Mail Merge	12	11-12-2015 06:43 AM
Multiple mail merge records on the same page	allenglishboy	Mail Merge	3	07-18-2012 06:22 AM