#1
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Mail merger when client has multiple entries on data sheet
Hi I am trying to set up a system to email invoices to clients in one action. The problem I have is that the data source (an excel spreadsheet) has multiple entries for the same clients and when I try to mail merge them they end up as separate invoices. |
#2
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Take a look at Paul Edstein's Catalogue/Directory Mailmerge Tutorial
and Customize Billing Document Templates Using Word Mail Merge (not by Paul). |
#3
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In addition to what is discussed in the tutorial, another option would be to use a DATABASE field in a normal ‘letter’ mailmerge main document and a macro to drive the process. An outline of this approach can be found at:
Microsoft Answers 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 ‘letter’ mailmerge main document could be used without the need for a macro. An outline of this approach can be found at: Microsoft Answers For some working examples, see: https://www.msofficeforums.com/mail-...-multiple.html https://www.msofficeforums.com/mail-...tml#post151706 Merge excel list into Word Receipt (the second of these uses a macro to apply some additional formatting).
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Cheers, Paul Edstein [Fmr MS MVP - Word] |
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