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Old 01-06-2020, 05:59 PM
Cib886 Cib886 is offline Variable Mail Merge to Email from Excel Windows 7 64bit Variable Mail Merge to Email from Excel Office 2010
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Variable Mail Merge to Email from Excel
 
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Default Variable Mail Merge to Email from Excel

I am wanting to send an order confirmation email to our customers but it needs to have specific customer and order details in it.


below is a sample of what i need



Dear customer,


Your order has been processed, half your order will be dispatched from warehouse 1 and the other half from warehouse 2, please see details below,


Invoice 000001 will be shipped for warehouse 1 and contains the below item,


12584 black shoes
36548 white shirt
69745 white socks


Invoice 000002 will be shipped for warehouse 2 and contains the below item,


15789 white shoes
36558 Black shirt


the reds parts are what is pulled from Excel.


Problems i am having with this are



- all orders will differ in size and items.
- i can only get it to put the invoice number before each item
- i am unable to add an email signature as all orders differ in size


can anyone please help with this?


Last edited by Cib886; 01-06-2020 at 07:45 PM. Reason: Missed some information
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Old 01-13-2020, 03:34 PM
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macropod macropod is offline Variable Mail Merge to Email from Excel Windows 7 64bit Variable Mail Merge to Email from Excel Office 2010 32bit
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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 the topic Merging by Catalog/Directory to E-Mail in my Microsoft Word Catalogue/Directory Mailmerge Tutorial in the 'Sticky' thread at the top of this forum:
Microsoft Word Catalogue/Directory Mailmerge Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
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 non-email worked examples, see the attachments to the posts at:
mail merge with duplicate names but different dollar amounts
Access to Word, Creating a list from multiple records

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at Merge Many To One or
Doug Robbins at Microsoft services
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Last edited by macropod; 01-14-2020 at 12:41 AM. Reason: Fixed broken link
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