#1
|
|||
|
|||
Mail Merge with Excel Data
Hi
I have a list with 5-10,000 customers which I want to split between 200 staff. I want to allocate equal amount to each staff and email them the list of customers they are responsible for. Can this be done via mail merge? I can’t figure it out. I have the excel spreadsheet with customer names, tel number, address etc and a separate excel sheet with staff emails Thanks |
#2
|
||||
|
||||
Is there anything in the workbook that identifies which staff member is responsible for which customer? If so, one 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 Or, if your Excel workbook has a separate worksheet that with just a single instance of each of staff member's name, 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
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
|
Similar Threads | ||||
Thread | Thread Starter | Forum | Replies | Last Post |
Can I mail merge data on front side (page 1) and static data (page 2) back of business cards? | dhouston1000 | Publisher | 0 | 01-24-2020 04:34 PM |
Update & Unlink Specific Merge Field in Word Doc from Mail Merge - Excel VBA | RMerckling | Mail Merge | 16 | 05-17-2018 05:19 PM |
Choosing Mail Merge templates and excel Data Sources using drop downs | dushan997 | Mail Merge | 3 | 08-04-2017 07:54 PM |
Mail Merge using variable data in Excel | dewestone | Mail Merge | 1 | 12-20-2016 01:09 PM |
Is data merge and mail merge the same thing? | ikearns | Mail Merge | 1 | 09-12-2014 03:53 AM |