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Mail Merge from Excel data source
Is there a way to run merge records from Excel which groups certain
records together. I have a report which is exported from a finance system and I want to have a generic template which I can merge outstanding invoices. One site in this report may have 10 outstanding invoices but currently I've been unable to figure out how to "group" the records together. A sample: Line No. | Invoice No. | Date | Description | Cost Centre | Invoice Amt | Payment Amt | Balance | Attention | Email 1 | 100 | 1/01/01 | John Doe | 001030 | 345 | 0 | 345 | Jane Doe | ess ....and so forth. The current report is 207 lines long and one person could have 2 records and some could have 30 records. Is there a way to group records via Name or Email address for merge? What I want to achieve is each outstanding invoice record for Jane Doe is listed in a table in word and I can't remember how I did (it's been a few years). |
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