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one recipient, several users
Hello everyone,
I have a table in Excel with name of the companies, addresses and name of the employees. I need to create a word document, where I can insert company name and addresses at the top of the page and names of the employees as a list at the same page for selected company. I was trying with pivot table and then mailings in directory module but the result was one page with name of the company and next couple of pages for each employee of this position. Do you have any idea how I can do this? Maybe best way is to use VBA code, but I have no experinece with VBA for Word. Sorry, if there was a similar request posted already on this forum, I was searching already a little with no success. |
#2
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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 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 In any of the above, restricting the output to a single company can be done by applying the appropriate mailmerge filter. 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 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] |
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many to one mail merge |
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