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adupre518 adupre518 is offline
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Default How do I create a Word mailmerge form using data provided in Excel

Hi, as the membership officer of a volunteer fire department, it is my job to
mail out dues notices to all of those we support in the area. The list is
provided to us from our local tax office in an Excel spreadsheet that
includes columns for property id, legal descriptions, name, address, city,
state, and zip as well as some other info. Most of the time there is an
owner at the same address that has several properties, each with their own
property id. What I would like to do is create a mailmerge form in Word that
would pull the owner info (owner name & address) and then list all of the
associated property id's/descriptions that match for that owner onto 1 form.
We have about 4500 line items in the spreadsheet we are provided, but based
on previous mailouts, we only have about 2500 recipients. So to save postage
and printing costs, I would like to put all of the properties that a
particular owner has on one form to be mailed out. I have been told using
Access would be easier, but to keep it simple for those that follow in this
position, I would like to keep the data as simple and unmanipulated as
possible. I have read the Catalog mailmerge tutorial from Macropod, but its
not making a whole lot of sense to me. I have created the main document that
I want to merge, but lost on the fields and how to make them work. Any
assistance would be greatly appreciated. I am using Word/Excel 2002 SP3
Thanks,
Anthony Dupre

 
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