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Mail Merge Multiple Records
Office 2003.
I am trying to create a Mail Merge document using Access for an insurance broker. The data to be merged is in an Access table and there is one record for each Customer/Policy . The problem is that there may be more than one Policy for any given customer, so the data in the table (simplified for this post) will look something like :- Client Name Client Address Policy No Amount Due -------------- ------------- ------------- ----------- Mr J Bloggs 34 High Street XYZ123456 £200.00 Mr J Bloggs 34 High Street ABC777999 £450.00 Mr J Bloggs 34 High Street Z12345T88 £823.00 Mr A Smith 64 Acacia Ave SM836464 £435.00 Mr A Smith 64 Acacia Ave SM0925337 £189.00 The records are sorted on customer surname and initials so will always be grouped together like this. The problem is that, if I just include the fields above in a standard Mail Merge document, Mr Bloggs will receive three separate letters and Mr Smith will receive two letters. What I need to do is to send ONE letter to each customer and include the multiple lines of policy information in the same letter. So if the Mail Merge Master looks something like :- ____________________________________________ Title Initials Surname CustomerAddress The following policies are due for renewal this month - Policy Number: PolicyNo Premium Due: AmountDue ____________________________________________ The merged letter would then look something like :- ____________________________________________ Mr J Bloggs 34 High Street The following policies are due for renewal this month - Policy Number: XYZ123456 Premium Due: £200.00 Policy Number: ABC777999 Premium Due: £450.00 Policy Number: Z12345T88 Premium Due: £823.00 ____________________________________________ Next letter for Mr A Smith follows here and so on :--- Is there any mechanism in Word that if certain fields are repeated in a table, it will NOT create a new letter but still add the non-repeated fields to the same letter. If not, is there any way it could be done in the Access table,(I have complete control over what is stored in the table). I'm sure this sort of thing must be fairly commonplace in mail merge operations. Peter Hibbs. |
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