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#1
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Multiple records mail merge - Another Question
I've read the other post on this and I'm still lost.
I have a file sorted by a "key" code that I want to send an email mail merge and have all "rows" from my data source that have this same "key" on that one email, before the next email is made. I've read the articles posted and I'm completely confused. I don't know how in my document to mark my "key" field as a the key. I don't understand how to or where at in my main document to do this. Can someone help me and be more specific. here is an example of what I'm working with: Key Fname Lname Salary 001-090 Joe Smith 20,000 001-090 Suzie Smith 15,000 001-091 Bob James 20,000 002-090 Jan Jones 20,000 This data is in excel, I know how to create a normal main document and connect to my data source. My data source is sorted by the key. I want my document to have a letter type formate containing generic informaiton with a table of the people who have the problem. So for example 001-090 should have two rows in the table One for Joe and then another line for Suzie, but 001-091 would only have one. Please help. |
#2
Posted to microsoft.public.word.mailmerge.fields
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Multiple records mail merge - Another Question
Hi mom2dramaqeen,
The process is fully explained in my my Word 97-2007 Catalogue/Directory Mailmerge Tutorial at: http://www.wopr.com/index.php?showto...#entry731 107 or http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip Do read the tutorial (especially the Introduction) before trying to use the mailmerge document included with it. -- Cheers macropod [MVP - Microsoft Word] "mom2dramaqeen" wrote in message ... I've read the other post on this and I'm still lost. I have a file sorted by a "key" code that I want to send an email mail merge and have all "rows" from my data source that have this same "key" on that one email, before the next email is made. I've read the articles posted and I'm completely confused. I don't know how in my document to mark my "key" field as a the key. I don't understand how to or where at in my main document to do this. Can someone help me and be more specific. here is an example of what I'm working with: Key Fname Lname Salary 001-090 Joe Smith 20,000 001-090 Suzie Smith 15,000 001-091 Bob James 20,000 002-090 Jan Jones 20,000 This data is in excel, I know how to create a normal main document and connect to my data source. My data source is sorted by the key. I want my document to have a letter type formate containing generic informaiton with a table of the people who have the problem. So for example 001-090 should have two rows in the table One for Joe and then another line for Suzie, but 001-091 would only have one. Please help. |
#3
Posted to microsoft.public.word.mailmerge.fields
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Multiple records mail merge - Another Question
That's the thing. I've read your documents, and it makes no sense to me what
I'm suppose to do. I have no clue how to mark something as a "key" field. I know which one I want to sort by, but I have no clue how to tell it that. I'm looking at your page 3 and I cannot even get the example you give to produce a sorted list like you have becuase I don't know how to tell the system this is the key. Am I to Bookmark the field, if so how? "macropod" wrote: Hi mom2dramaqeen, The process is fully explained in my my Word 97-2007 Catalogue/Directory Mailmerge Tutorial at: http://www.wopr.com/index.php?showto...#entry731 107 or http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip Do read the tutorial (especially the Introduction) before trying to use the mailmerge document included with it. -- Cheers macropod [MVP - Microsoft Word] "mom2dramaqeen" wrote in message ... I've read the other post on this and I'm still lost. I have a file sorted by a "key" code that I want to send an email mail merge and have all "rows" from my data source that have this same "key" on that one email, before the next email is made. I've read the articles posted and I'm completely confused. I don't know how in my document to mark my "key" field as a the key. I don't understand how to or where at in my main document to do this. Can someone help me and be more specific. here is an example of what I'm working with: Key Fname Lname Salary 001-090 Joe Smith 20,000 001-090 Suzie Smith 15,000 001-091 Bob James 20,000 002-090 Jan Jones 20,000 This data is in excel, I know how to create a normal main document and connect to my data source. My data source is sorted by the key. I want my document to have a letter type formate containing generic informaiton with a table of the people who have the problem. So for example 001-090 should have two rows in the table One for Joe and then another line for Suzie, but 001-091 would only have one. Please help. |
#4
Posted to microsoft.public.word.mailmerge.fields
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Multiple records mail merge - Another Question
And if I bookmark the "key" then how exactly do I tell the fields to look at
it? I don't have a clue, that's why your document is over my head and I need more basic guidance. Once I know this part then I'm probably fine with the rest, but I've never done this before but have a huge need to learn. "mom2dramaqeen" wrote: That's the thing. I've read your documents, and it makes no sense to me what I'm suppose to do. I have no clue how to mark something as a "key" field. I know which one I want to sort by, but I have no clue how to tell it that. I'm looking at your page 3 and I cannot even get the example you give to produce a sorted list like you have becuase I don't know how to tell the system this is the key. Am I to Bookmark the field, if so how? "macropod" wrote: Hi mom2dramaqeen, The process is fully explained in my my Word 97-2007 Catalogue/Directory Mailmerge Tutorial at: http://www.wopr.com/index.php?showto...#entry731 107 or http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip Do read the tutorial (especially the Introduction) before trying to use the mailmerge document included with it. -- Cheers macropod [MVP - Microsoft Word] "mom2dramaqeen" wrote in message ... I've read the other post on this and I'm still lost. I have a file sorted by a "key" code that I want to send an email mail merge and have all "rows" from my data source that have this same "key" on that one email, before the next email is made. I've read the articles posted and I'm completely confused. I don't know how in my document to mark my "key" field as a the key. I don't understand how to or where at in my main document to do this. Can someone help me and be more specific. here is an example of what I'm working with: Key Fname Lname Salary 001-090 Joe Smith 20,000 001-090 Suzie Smith 15,000 001-091 Bob James 20,000 002-090 Jan Jones 20,000 This data is in excel, I know how to create a normal main document and connect to my data source. My data source is sorted by the key. I want my document to have a letter type formate containing generic informaiton with a table of the people who have the problem. So for example 001-090 should have two rows in the table One for Joe and then another line for Suzie, but 001-091 would only have one. Please help. |
#5
Posted to microsoft.public.word.mailmerge.fields
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Multiple records mail merge - Another Question
Have you followed this part of Macropods instructions:
To view the fields in this document, I recommended (sic) that you toggle field shading on. You can do this via Tools|Options|View and, under 'Show', selecting the 'Always' or 'When selected' options. You'll probably find the 'Always' option works best. Doing this has no effect on the printed output but makes the fields easier to work with on-screen. To see the inner workings of any field, select it and press Shift-F9. When you're done, pressing Shift-F9 again will toggle the display back to showing the field's results. Alternatively, if you press F9, the field will update and toggle the display back to showing the field's results in one go. The only place that you have to "mark something as a "key" field" is in your mind. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "mom2dramaqeen" wrote in message ... And if I bookmark the "key" then how exactly do I tell the fields to look at it? I don't have a clue, that's why your document is over my head and I need more basic guidance. Once I know this part then I'm probably fine with the rest, but I've never done this before but have a huge need to learn. "mom2dramaqeen" wrote: That's the thing. I've read your documents, and it makes no sense to me what I'm suppose to do. I have no clue how to mark something as a "key" field. I know which one I want to sort by, but I have no clue how to tell it that. I'm looking at your page 3 and I cannot even get the example you give to produce a sorted list like you have becuase I don't know how to tell the system this is the key. Am I to Bookmark the field, if so how? "macropod" wrote: Hi mom2dramaqeen, The process is fully explained in my my Word 97-2007 Catalogue/Directory Mailmerge Tutorial at: http://www.wopr.com/index.php?showto...#entry731 107 or http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip Do read the tutorial (especially the Introduction) before trying to use the mailmerge document included with it. -- Cheers macropod [MVP - Microsoft Word] "mom2dramaqeen" wrote in message ... I've read the other post on this and I'm still lost. I have a file sorted by a "key" code that I want to send an email mail merge and have all "rows" from my data source that have this same "key" on that one email, before the next email is made. I've read the articles posted and I'm completely confused. I don't know how in my document to mark my "key" field as a the key. I don't understand how to or where at in my main document to do this. Can someone help me and be more specific. here is an example of what I'm working with: Key Fname Lname Salary 001-090 Joe Smith 20,000 001-090 Suzie Smith 15,000 001-091 Bob James 20,000 002-090 Jan Jones 20,000 This data is in excel, I know how to create a normal main document and connect to my data source. My data source is sorted by the key. I want my document to have a letter type formate containing generic informaiton with a table of the people who have the problem. So for example 001-090 should have two rows in the table One for Joe and then another line for Suzie, but 001-091 would only have one. Please help. |
#6
Posted to microsoft.public.word.mailmerge.fields
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Multiple records mail merge - Another Question
No need to get snippy, the articles talk about a "key" field and since I have
no clue at all about what the article is talking about. I understand how to show toggle field, I know how to do that, but I cannot get it to work and I don't understand what you mean. I need more basic information then what that article says. Sorry, I just don't get the article you keep posting and need more indepth info. "Doug Robbins - Word MVP on news.microsof" wrote: Have you followed this part of Macropods instructions: To view the fields in this document, I recommended (sic) that you toggle field shading on. You can do this via Tools|Options|View and, under 'Show', selecting the 'Always' or 'When selected' options. You'll probably find the 'Always' option works best. Doing this has no effect on the printed output but makes the fields easier to work with on-screen. To see the inner workings of any field, select it and press Shift-F9. When you're done, pressing Shift-F9 again will toggle the display back to showing the field's results. Alternatively, if you press F9, the field will update and toggle the display back to showing the field's results in one go. The only place that you have to "mark something as a "key" field" is in your mind. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP, originally posted via msnews.microsoft.com "mom2dramaqeen" wrote in message ... And if I bookmark the "key" then how exactly do I tell the fields to look at it? I don't have a clue, that's why your document is over my head and I need more basic guidance. Once I know this part then I'm probably fine with the rest, but I've never done this before but have a huge need to learn. "mom2dramaqeen" wrote: That's the thing. I've read your documents, and it makes no sense to me what I'm suppose to do. I have no clue how to mark something as a "key" field. I know which one I want to sort by, but I have no clue how to tell it that. I'm looking at your page 3 and I cannot even get the example you give to produce a sorted list like you have becuase I don't know how to tell the system this is the key. Am I to Bookmark the field, if so how? "macropod" wrote: Hi mom2dramaqeen, The process is fully explained in my my Word 97-2007 Catalogue/Directory Mailmerge Tutorial at: http://www.wopr.com/index.php?showto...#entry731 107 or http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip Do read the tutorial (especially the Introduction) before trying to use the mailmerge document included with it. -- Cheers macropod [MVP - Microsoft Word] "mom2dramaqeen" wrote in message ... I've read the other post on this and I'm still lost. I have a file sorted by a "key" code that I want to send an email mail merge and have all "rows" from my data source that have this same "key" on that one email, before the next email is made. I've read the articles posted and I'm completely confused. I don't know how in my document to mark my "key" field as a the key. I don't understand how to or where at in my main document to do this. Can someone help me and be more specific. here is an example of what I'm working with: Key Fname Lname Salary 001-090 Joe Smith 20,000 001-090 Suzie Smith 15,000 001-091 Bob James 20,000 002-090 Jan Jones 20,000 This data is in excel, I know how to create a normal main document and connect to my data source. My data source is sorted by the key. I want my document to have a letter type formate containing generic informaiton with a table of the people who have the problem. So for example 001-090 should have two rows in the table One for Joe and then another line for Suzie, but 001-091 would only have one. Please help. |
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