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Old 09-27-2019, 06:58 AM
Catherine.DeMayo Catherine.DeMayo is offline Mail Merge Grouping Windows 10 Mail Merge Grouping Office 2013
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I apologize if I amasking my question in the wrong formum. Anyway, I have a mail mergeproject. Mail merge standard emails I can handle no problem (at least Ithink). My question is I need to mail merge information to let's say anagent whose name is Desktop Agency. Desktop Agency has 5 overduereports due. My excel spreadsheet has 5 rows with a column for jobnumbers late and a column for Agent Name. Job numbers aredifferent. When I mail merge my emails, I end up with 5 different emailsas opposed to one email listing all 5 jobs which are late. How do Iachieve creating a merge to Desktop Agency listing all 5 jobs late in one emailrather than sending out 5 emails. Plus I need to use emails from a separate excel file. So, I will be using two spreadsheets to create one email (letter).
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Old 09-28-2019, 08:11 PM
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gmayor gmayor is offline Mail Merge Grouping Windows 10 Mail Merge Grouping Office 2016
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This is a many to one mail merge - see Merge Many To One
However you would have to create a worksheet that combines your worksheet with your mailmerge data and to use the above method you would not be able to leave column A empty.
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Old 09-30-2019, 09:39 PM
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Another option would be to use a DATABASE field in a normal ‘email’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at:
Many to one email merge using tables - Microsoft Community
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 ‘email’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at:
Mail Merge - To a Word Table on a Single Page - Microsoft Community
For some working examples (though not specifically for emails), see:
Mail Merge: Using One Excel File with Multiple Sheets
Merge excel list into Word Receipt
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