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  #16  
Old 10-05-2011, 07:55 PM
bh24524 bh24524 is offline mail merge with duplicate names but different dollar amounts Windows 7 64bit mail merge with duplicate names but different dollar amounts Office 2007
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so the below formula



{IF{MERGEFIELD "check_"}> 0 "(Check #: {MERGEFIELD "check_"})"}

Is that is what you're saying goes between the part that says:


Date
Donation
"}"}"{IF{MERGEFIELD FirstOrganization}<> o "{MERGEFIELD Date} {MERGEFIELD "Donation_Amount"}
"}"}

That would go right between the bold brackets? Can what you gave me be pasted if so?
  #17  
Old 10-05-2011, 08:02 PM
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Hi bh,

Yes, it goes between what you've bolded. However, copy/paste won't work as the braces (ie '{}') in my post aren't real field braces - they must be created via Ctrl-F9. Still, you could copy/paste, then select, say {MERGEFIELD "check_"} and press Ctrl-F9. That would give you { {MERGEFIELD "check_"} } and you could then delete the inner pair of braces (whether you leave the spaces added via the Ctrl-F9 process either side of them is optional). If you take that approach, there's only three such actions to do.
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  #18  
Old 10-05-2011, 08:17 PM
bh24524 bh24524 is offline mail merge with duplicate names but different dollar amounts Windows 7 64bit mail merge with duplicate names but different dollar amounts Office 2007
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Hmmm I'm not sure what I did wrong here. I did what you said, by pasting and I selected the {MERGEFIELD "check_"} in both instances that it occurred and pressed ctrl + f9. I deleted the inner brackets as you said, but here is what I got in the attached files....
Attached Files
File Type: doc Test.doc (41.5 KB, 45 views)
File Type: doc Westmoreland School of Ministry merge.doc (61.5 KB, 36 views)
  #19  
Old 10-05-2011, 08:20 PM
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But you didn't do it for the encompassing IF field's braces!
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  #20  
Old 10-05-2011, 08:29 PM
bh24524 bh24524 is offline mail merge with duplicate names but different dollar amounts Windows 7 64bit mail merge with duplicate names but different dollar amounts Office 2007
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Okay, I see. That did the trick, now I just have to tweak the spacing and hopefully I'll be good to go....


EDIT: And we are completely good alignment and all! You do not understand how happy I am that this is finally resolved. I have been trying to find the solution to this problem since February and no one has been able to help me. Although I wish I was able to understand all the intricacies of spacing and what yields what as a result, I am so glad it is finished. Thank you so so very much!!!!!!!
  #21  
Old 10-10-2011, 02:44 AM
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Soli Deo honor et gloria
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  #22  
Old 01-29-2013, 09:35 AM
philly0309 philly0309 is offline mail merge with duplicate names but different dollar amounts Windows XP mail merge with duplicate names but different dollar amounts Office 2010 32bit
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Default Help!

I need to do a similar mail merge and feel terribly dense because I do not understand the tutorial that you directed this user (bh24524) to use. Could you help me?

I want to send end of the year giving statements to our donors and of course, each donor has given a different number of gifts. My spreadsheet has a donor ID # on each row with a fund, gift amount and fair market value for each gift. I would like to merge this with a letter for each donor detailing their gifts.
  #23  
Old 01-29-2013, 03:22 PM
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Without knowing what you're not understanding, there's not much I can do to help. Have you tried using the tutorial's example fields with the included mailmerge main document & data file? Have you tried using the document I posted for the solution here?
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  #24  
Old 01-29-2013, 03:39 PM
philly0309 philly0309 is offline mail merge with duplicate names but different dollar amounts Windows XP mail merge with duplicate names but different dollar amounts Office 2010 32bit
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Yes, I have read the tutorial and I have tried to use the samples and have inserted my fields instead. I attached my letter and spreadsheet I am trying to merge. There must be something wrong with my code because I'm only getting one gift per page instead of getting all of the gifts for that donor on one page. My key field is the customer no.
Attached Files
File Type: xlsx !!Example Annual Giving 1-29-13.xlsx (31.1 KB, 68 views)
File Type: doc !!DRAFT annual giving summary.doc (27.0 KB, 46 views)
  #25  
Old 01-29-2013, 06:51 PM
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Hi philly,

There are two main problems with your mailmerge setup:
1. The document is configured as a letter merge; and, more fundamentally,
2. The document isn't structured anything like what the tutorial describes. Your document has most of its text outside the field coding.

For this kind of mailmerge, your document needs to be configured for a directory/catalogue merge. And, as per the tutorial's 'Inserting Content After the Repeated Data' examples and the solution I posted in post #13 in this thread, the entire content of the letter needs to be enclosed in the field code, in what is essentially the reverse order of output (ie the content to follow the repeated data is input first, then the fields for the repeated data, then the content that precedes the repeated data).
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  #26  
Old 06-27-2013, 01:22 PM
rhendrickx rhendrickx is offline mail merge with duplicate names but different dollar amounts Windows 7 64bit mail merge with duplicate names but different dollar amounts Office 2010 64bit
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Question

I have been reading and re-reading the tutorial - and trying to re-create something similar to the Westmoreland example in this thread. Question - with regard to the brackets{} - do all of them need to be inserted using the "control F9" keys - or just the start and end of the codes for one field? Also, if I can copy and paste from that example, can I manually type my fieldnames in place of the ones in the example?
  #27  
Old 09-28-2013, 01:25 AM
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Hi rhendrix,

I've been OS for 3 months, hence the delay in replying.
Quote:
Question - with regard to the brackets{} - do all of them need to be inserted using the "control F9" keys
Yes
Quote:
if I can copy and paste from that example, can I manually type my fieldnames in place of the ones in the example?
Yes
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  #28  
Old 03-24-2014, 11:58 AM
jh32 jh32 is offline mail merge with duplicate names but different dollar amounts Windows 7 32bit mail merge with duplicate names but different dollar amounts Office 2010 32bit
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Default Mail Merge Example

I am very new to Mailmerge functionality, but really need to learn it. I have reviewed your examples and am confused as to the order of the coding. Why does what appears to be the bottom half of the output come first?

Any guidance would be very much appreciated.
  #29  
Old 03-24-2014, 01:15 PM
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Quote:
Originally Posted by jh32 View Post
Why does what appears to be the bottom half of the output come first?
Because it works that way... Basically, what happens is that each new group, except the first, triggers the output of the last part of the previous group's letter before the new group's first part is output.

If you expand the field code for the 'Using One Key' example from page 9 of the tutorial, except for the colouring, you'll see:
Code:
{QUOTE{IF{MERGESEQ}= 1 {SET Key ""} {SET LastKey {REF Key}}}{IF{MERGEFIELD State}<> {REF Key} "{IF{MERGESEQ}> 1 "↵

If you require more details about the above sales figures, please contact your {REF LastKey} Sales Manager.↵

Sincerely,↵


Customer Service Manager (National)↵
{DATE \@ "dddd, d MMMM yyyy"}↵
{IF{MERGEFIELD State}<> 0 {QUOTE 12}}"}{IF{MERGEFIELD State}<> 0 "Director,↵
Retail Sales {MERGEFIELD State}{SET Key {MERGEFIELD State}}↵
↵
These are the sales totals for {MERGEFIELD State \* Charformat}↵
↵
City Representative Sales↵
"}"}"{IF{MERGEFIELD State}<> 0 "{MERGEFIELD City} {MERGEFIELD Representative} {MERGEFIELD Sales \# $,0.00}↵
"}"}
In the above, the:
• green content outputs whatever goes at the start of each letter.
• orange content outputs the repeated data.
• red content outputs whatever goes at the end of each letter (technically, {IF{MERGEFIELD State}<> 0 {QUOTE 12}} is part of that).
• blue QUOTE field generates the page breaks between letters.
• purple fields manage whatever you use as the KEY to indicate a change of grouping.
• black content does the housekeeping, pulling all the others together and ensuring you don't get output being generated at the wrong time.
Although the whole field is depicted as a single paragraph with manual line breaks, there is nothing to stop you having multiple paragraphs with a variety of formatting, images, textboxes, etc. for the green and/or red portions.


Note: I've now closed this thread and moved later discussions to separate threads, as this thread was becoming quite long. If you need help with the issues discussed in this thread, please start a new one, linking to this one if necessary.
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