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08-03-2018, 05:20 AM
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Mail Merge Grouping Multiple Records into 1 Output
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. 
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