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Old 06-05-2019, 03:41 PM
SCOATS SCOATS is offline Multiple Conditional formating within MS Mail Merge from Excel Windows 10 Multiple Conditional formating within MS Mail Merge from Excel Office 2013
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Default Multiple Conditional formating within MS Mail Merge from Excel

I have a Word template document which has been giving me headaches. The problem is that the software that downloads a list of names, addresses, etc., doesn't combine name formats. I have attached a sample of the Excel spreadsheet. The fields that I need are are follows and explained:

Prefix - Primary Donor Prefix
Gname - Primary Donor First Name
LName - Primary Donor Last Name
Suffix - Primary Donor Suffix
Sprefix - Spouse Donor Prefix
SGname - Spouse Name


SLName - Spouse Last Name

Desig By
P - Single Membership
B - Joint Membership

PGender
M=Male
F=Female

Since some primary members are female, it complicates the merge somewhat.

So, if their membership is single, I just want their primary prefix, name, etc..."Mr. John Doe" and it doesn't matter what their gender is; however, if the primary donor = PGender Female (F) and have joint membership (B) then it must read: "Mrs. Jane and Mr. John Doe".

This used to be run through Access, then Excel, so we are trying to streamline the process of this mail merge. The coding in Access is not working in Word; however, it may be that I am not nesting it properly: =UCase((IIf(IsNull([PREFIX]),[GNAME] & " " & [MIDDLE_NAME] & " " & [LNAME] & [SUFFIX],(IIf([PGENDER]='M' And [DESIG BY]='B',[PREFIX] & ' and ' & [SPREFIX] & ' ' & [GNAME] & " " & [MIDDLE_NAME] & " " & [LNAME],[PREFIX] & ' ' & [GNAME] & ' ' & [MIDDLE_NAME] & " " & [LNAME])))))

Any help would be very much appreciated.

Thank you!!!
Attached Files
File Type: xlsx Mail Merge Data List Sample.xlsx (8.9 KB, 0 views)
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Old 06-05-2019, 05:48 PM
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macropod macropod is offline Multiple Conditional formating within MS Mail Merge from Excel Windows 7 64bit Multiple Conditional formating within MS Mail Merge from Excel Office 2010 32bit
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See Conditionally Merge Spouse Data in the Mailmerge Tips & Tricks 'Sticky' thread at the top of this forum. Although the field coding there doesn't specifically address the honorifics issue, it could easily be extended to do so. There is also no need to output the data to Excel before merging - it can be done just as easily using the Access database.
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Old 06-05-2019, 06:44 PM
SCOATS SCOATS is offline Multiple Conditional formating within MS Mail Merge from Excel Windows 10 Multiple Conditional formating within MS Mail Merge from Excel Office 2013
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Paul,

Thank you for your reply. We are moving away from Access due to the employee who will be merging the files is unfamiliar with it, and we think this would be easier for her. I will check out the site you mentioned.

Thanks again.
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Old 06-05-2019, 06:55 PM
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macropod macropod is offline Multiple Conditional formating within MS Mail Merge from Excel Windows 7 64bit Multiple Conditional formating within MS Mail Merge from Excel Office 2010 32bit
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Whoever is doing the mailmerge doesn't need any familiarity with Access or Excel. The process for doing it is identical and, from the standpoint of someone using Word, they don't even need to know what the data source is.
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