Microsoft Office Forums

Go Back   Microsoft Office Forums > >

Reply
 
Thread Tools Display Modes
  #1  
Old 10-12-2018, 08:09 AM
HunterH HunterH is offline Mail Merge List of Items for Unique OwnerIDs Windows 10 Mail Merge List of Items for Unique OwnerIDs Office 2016
Novice
Mail Merge List of Items for Unique OwnerIDs
 
Join Date: Oct 2018
Posts: 1
HunterH is on a distinguished road
Post Mail Merge List of Items for Unique OwnerIDs


Hello all! New to the forums, glad I found this place. I tried to look through the threads (and all over the internet frankly) to find a solution to my issue with no avail. Summarized below:

I have two Excel sheets 1) With owner contact information 2) The property(s) each person owns.

I have our Word mail merge template set up to send an offer out to each owner for a single property, which sometimes results in an owner receiving multiple mailers for each of their properties. What I would like to do is consolidate this and send an offer out to a single owner for ALL of their properties. I've been trying to find the correct format to list all items under a unique owner ID, then repeat this process for each unique owner ID. The Excel data would be organized as below (simplified):

Sheet1
OwnerID: 010 Name: Bob State: Texas All Properties Offer: $1,000

Sheet2
OwnerID: 010 Property: A
OwnerID: 010 Property: B
OwnerID: 010 Property: C

Here is a VERY over-simplified version for how the current Word template looks:

Hello {Name},

I would like to buy your property(s) below:
{Property}
{Additional Property}
{Additional Property}
{Etc}


We would like to offer you {All Properties Offer} for all of the properties listed.


Any help would be appreciated! Thanks!

*I can probably merge the data into one sheet, that shouldn't be hard.
Reply With Quote
  #2  
Old 10-12-2018, 02:03 PM
macropod's Avatar
macropod macropod is offline Mail Merge List of Items for Unique OwnerIDs Windows 7 64bit Mail Merge List of Items for Unique OwnerIDs Office 2010 32bit
Administrator
 
Join Date: Dec 2010
Location: Canberra, Australia
Posts: 21,956
macropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond reputemacropod has a reputation beyond repute
Default

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 in the 'Sticky' thread at the top of this forum:
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.

Depending on what you're trying to achieve, the field coding for this can be 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 outline of this approach can be found at: http://answers.microsoft.com/en-us/o...1-1996c14dca5d
Conversely, if you're using a relational database or, Excel workbook with a separate table with just a single instance of each of the grouping criteria, a DATABASE field in a normal ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
https://answers.microsoft.com/en-us/...f-8642e46fa103
For a working example, see:
https://www.msofficeforums.com/mail-...-multiple.html

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 https://onedrive.live.com/?cid=5AEDC...43615E886B!566
__________________
Cheers,
Paul Edstein
[Fmr MS MVP - Word]
Reply With Quote
Reply

Thread Tools
Display Modes


Similar Threads
Thread Thread Starter Forum Replies Last Post
Attempting to mail merge one list into a document containing 3 pages - each page needs the same list LisaRH Mail Merge 3 08-09-2018 03:01 PM
Mail Merge List of Items for Unique OwnerIDs Unique data per record in mail merge chart aplarsen Word VBA 2 02-16-2018 04:01 PM
Mail Merge List of Items for Unique OwnerIDs Activating Unique Links in Email Messages Using a Mail Merge User02182016 Mail Merge 1 02-23-2016 06:02 PM
Mail Merge List of Items for Unique OwnerIDs VBA to automatically sort items based on Mail Merge field taylorblu Word VBA 3 09-08-2014 09:52 AM
Mail Merge List of Items for Unique OwnerIDs Mail Merge URL - a unique question kitefrantic Mail Merge 1 12-31-2013 07:34 PM

Other Forums: Access Forums

All times are GMT -7. The time now is 09:05 AM.


Powered by vBulletin® Version 3.8.11
Copyright ©2000 - 2024, vBulletin Solutions Inc.
Search Engine Optimisation provided by DragonByte SEO (Lite) - vBulletin Mods & Addons Copyright © 2024 DragonByte Technologies Ltd.
MSOfficeForums.com is not affiliated with Microsoft