I am attempting to create an email merge that will send a memo to each
manager outlining staff scheduled to attend training.
I have an Excel spreadsheet that has a list of all staff and includes a
column with the manager's name.
I need to create a single email for each manager that includes a table with
all staff currently reporting to them (name, employee number, training
location, date of training). There is a column for each of these values in
the spreadsheet.
Example:
To: ManagerName
The following staff are scheduled for training:
First Name Last Name Employee Number Location Date
------------ ------------ -------------------- ---------- -----
Joe Smith 1234 Vanc May 15
Fred Brown 2345 Tor May 18
I thought I was on the right track when I found Cindy's explanation/website
(
http://homepage.swissonline.ch/cindymeister) discussing the creation of
Customer Invoices, but after spending quite a bit of time looking at the
example, it still wasn't clear to me how to make this work with an Excel
spreadsheet.
Please help?