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Old 03-26-2020, 12:40 PM
karan1686 karan1686 is offline Mail Merge with Excel Data Windows 10 Mail Merge with Excel Data Office 2016
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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 canít figure it out.


I have the excel spreadsheet with customer names, tel number, address etc and a separate excel sheet with staff emails Thanks
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Old 03-26-2020, 04:43 PM
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macropod macropod is offline Mail Merge with Excel Data Windows 7 64bit Mail Merge with Excel Data Office 2010 32bit
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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
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