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#1
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Alright, we're onto something. I'm sorry you had to do this for me. This is advanced stuff by many people's standards and I'm really lucky if I'm an intermediate user. I did want to ask though, can we also have a check number field in the letter when it is applicable? Sorry I hadn't mentioned that before. Anyway, what I did was I moved your Word mail merge file into my WSM folder and I linked it to the spreadsheet that was already in there as the data source. I made sure in the spreadsheet to sort it how you had it sorted in the spreadsheet you emailed back to me. I did a test finish and merge and everything was great except for the fact that oddly, on the letter for last donor, Word of Life Ministries it did not have the ending lines of the letter. Here is all that it had up to:
Word Of Life Ministries October 5, 2011 4497 Pennsylvania 136 Greensburg, Pa 15601 Dear Word Of Life Ministries, The Westmoreland School of Ministry would like to thank you for your generous donation(s) listed below: Date Donation 1/1/2011 1 Classroom(s) Rent-free I saw that it did have the closing statement in the merge you generated, but I of course can't use that merge as I will be adding donations to the one I currently have for the remaining months this year. It is only one letter, so if I have to, I CAN just paste the remaining lines into the last document, but I figured I would check. So anyway if you could just let me know about the check number fields mentioned above that would be great. Thank you so much for doing this for me and again, I'm sorry I was unable to comprehend it. |
#2
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Hi bh,
That field coding is taken from the first example under the tutorial's heading 'Using a Dummy Last Record to Generate the Trailing Text Per Group'. As explained there, you need to create a dummy record with just a 0 in the relevant field (in this case, the 'FirstOrganisation' field). You'll see that I did that with the sample workbook attached to my post. As for the cheque/check #, you can simply add a field coded as: {IF{MERGEFIELD "check_"}> 0 "(Check #: {MERGEFIELD "check_"})"} (along with whatever spacing you need) between the fields {MERGEFIELD Date} and {MERGEFIELD "Donation_Amount"}
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#3
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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? |
#4
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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.
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#5
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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....
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#6
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But you didn't do it for the encompassing IF field's braces!
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#7
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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!!!!!!! |
#8
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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. |
#9
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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?
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#10
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Help!
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.
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#11
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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).
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
#12
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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?
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#13
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Hi rhendrix,
I've been OS for 3½ months, hence the delay in replying. Quote:
Quote:
__________________
Cheers, Paul Edstein [Fmr MS MVP - Word] |
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