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#1
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Combining Mail Merge records
I have an excel spreadsheet that has multiple columns of information that I
need to merge into letters to go out to customers. I have a list of companies with invoices associated with them, so, company a has 20 invoices, and company b may have 10, company c 7 and so on(it ranges) instead of creating a single letter for each invoice(20 for company a) I want to create one letter with the 20 invoices listed instead of 20 single letters. I can merge the excel into the word and create the letter but I can't get the information all onto one letter. Currently,the letter takes the fields from the excel spreadsheet and inserts them where I tell them by doing the doing the mail merge but now I want to take a step further and include all invoices on one letter. |
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#2
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Combining Mail Merge records
Hi KFreds,
See my tutorial on this at: http://www.wopr.com/cgi-bin/w3t/show...?Number=731107 -- Cheers macropod [MVP - Microsoft Word] "KFreds" wrote in message ... I have an excel spreadsheet that has multiple columns of information that I need to merge into letters to go out to customers. I have a list of companies with invoices associated with them, so, company a has 20 invoices, and company b may have 10, company c 7 and so on(it ranges) instead of creating a single letter for each invoice(20 for company a) I want to create one letter with the 20 invoices listed instead of 20 single letters. I can merge the excel into the word and create the letter but I can't get the information all onto one letter. Currently,the letter takes the fields from the excel spreadsheet and inserts them where I tell them by doing the doing the mail merge but now I want to take a step further and include all invoices on one letter. |
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#3
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Combining Mail Merge records
Thank you so much I will give it a whirl, take care.
"macropod" wrote: Hi KFreds, See my tutorial on this at: http://www.wopr.com/cgi-bin/w3t/show...?Number=731107 -- Cheers macropod [MVP - Microsoft Word] "KFreds" wrote in message ... I have an excel spreadsheet that has multiple columns of information that I need to merge into letters to go out to customers. I have a list of companies with invoices associated with them, so, company a has 20 invoices, and company b may have 10, company c 7 and so on(it ranges) instead of creating a single letter for each invoice(20 for company a) I want to create one letter with the 20 invoices listed instead of 20 single letters. I can merge the excel into the word and create the letter but I can't get the information all onto one letter. Currently,the letter takes the fields from the excel spreadsheet and inserts them where I tell them by doing the doing the mail merge but now I want to take a step further and include all invoices on one letter. |
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#4
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Combining Mail Merge records
I should clarify a little more, the blanket letter I have inserts certain
fields from my excel spreadsheet, then at the end of my letter I have a table with 8 columns and a row, within this row I am pointing the appropriate merge fields from my excel spreadsheet according to my column headers(all these fields are invoice info, dates amounts, doc numbers, invoice numbers, all info from my spreadsheet) I want to be able to have all the customers invoice info appear on this table by customer. Within the letter portion is where my Customer name and address are located. Hope this makes sense. "KFreds" wrote: I have an excel spreadsheet that has multiple columns of information that I need to merge into letters to go out to customers. I have a list of companies with invoices associated with them, so, company a has 20 invoices, and company b may have 10, company c 7 and so on(it ranges) instead of creating a single letter for each invoice(20 for company a) I want to create one letter with the 20 invoices listed instead of 20 single letters. I can merge the excel into the word and create the letter but I can't get the information all onto one letter. Currently,the letter takes the fields from the excel spreadsheet and inserts them where I tell them by doing the doing the mail merge but now I want to take a step further and include all invoices on one letter. |
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#5
Posted to microsoft.public.word.mailmerge.fields
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Combining Mail Merge records
Hi KFreds,
That's what the tutorial shows how to do. Even though the examples in the tutorial are relatively simple, they contain all the logic you need for this. The only thing you can't do using this technique is to repeat some of the merge data after the 'table' data. -- Cheers macropod [MVP - Microsoft Word] "KFreds" wrote in message ... I should clarify a little more, the blanket letter I have inserts certain fields from my excel spreadsheet, then at the end of my letter I have a table with 8 columns and a row, within this row I am pointing the appropriate merge fields from my excel spreadsheet according to my column headers(all these fields are invoice info, dates amounts, doc numbers, invoice numbers, all info from my spreadsheet) I want to be able to have all the customers invoice info appear on this table by customer. Within the letter portion is where my Customer name and address are located. Hope this makes sense. "KFreds" wrote: I have an excel spreadsheet that has multiple columns of information that I need to merge into letters to go out to customers. I have a list of companies with invoices associated with them, so, company a has 20 invoices, and company b may have 10, company c 7 and so on(it ranges) instead of creating a single letter for each invoice(20 for company a) I want to create one letter with the 20 invoices listed instead of 20 single letters. I can merge the excel into the word and create the letter but I can't get the information all onto one letter. Currently,the letter takes the fields from the excel spreadsheet and inserts them where I tell them by doing the doing the mail merge but now I want to take a step further and include all invoices on one letter. |
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#6
Posted to microsoft.public.word.mailmerge.fields
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Combining Mail Merge records
Hi macropod,
Here is what i am getting now, I run the mail merge and I am now getting the one letter per vendor, but now I am getting blank pages for what looks like each record for that vendor, meaning for every row in my excel spreadsheet for the vendor i am getting a blank page, and in my table I am just getting the first invoice record information. each blank page appears to be the next invoice record for that particular vendor. Also it keeps adding section breaks when i do the merge. sorry to be a pain and if for being "wordy", as you can probably tell I am a novice at this and teaching myself on the fly, so thanks for your help it is much appreciated. "macropod" wrote: Hi KFreds, That's what the tutorial shows how to do. Even though the examples in the tutorial are relatively simple, they contain all the logic you need for this. The only thing you can't do using this technique is to repeat some of the merge data after the 'table' data. -- Cheers macropod [MVP - Microsoft Word] "KFreds" wrote in message ... I should clarify a little more, the blanket letter I have inserts certain fields from my excel spreadsheet, then at the end of my letter I have a table with 8 columns and a row, within this row I am pointing the appropriate merge fields from my excel spreadsheet according to my column headers(all these fields are invoice info, dates amounts, doc numbers, invoice numbers, all info from my spreadsheet) I want to be able to have all the customers invoice info appear on this table by customer. Within the letter portion is where my Customer name and address are located. Hope this makes sense. "KFreds" wrote: I have an excel spreadsheet that has multiple columns of information that I need to merge into letters to go out to customers. I have a list of companies with invoices associated with them, so, company a has 20 invoices, and company b may have 10, company c 7 and so on(it ranges) instead of creating a single letter for each invoice(20 for company a) I want to create one letter with the 20 invoices listed instead of 20 single letters. I can merge the excel into the word and create the letter but I can't get the information all onto one letter. Currently,the letter takes the fields from the excel spreadsheet and inserts them where I tell them by doing the doing the mail merge but now I want to take a step further and include all invoices on one letter. |
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#7
Posted to microsoft.public.word.mailmerge.fields
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Combining Mail Merge records
Is the mailmerge main document of the Catalog or Directory type, which it
must be. From the result that you are getting, it sounds like it is probably set as a Letters type main document, which it must NOT be. -- 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 "KFreds" wrote in message ... Hi macropod, Here is what i am getting now, I run the mail merge and I am now getting the one letter per vendor, but now I am getting blank pages for what looks like each record for that vendor, meaning for every row in my excel spreadsheet for the vendor i am getting a blank page, and in my table I am just getting the first invoice record information. each blank page appears to be the next invoice record for that particular vendor. Also it keeps adding section breaks when i do the merge. sorry to be a pain and if for being "wordy", as you can probably tell I am a novice at this and teaching myself on the fly, so thanks for your help it is much appreciated. "macropod" wrote: Hi KFreds, That's what the tutorial shows how to do. Even though the examples in the tutorial are relatively simple, they contain all the logic you need for this. The only thing you can't do using this technique is to repeat some of the merge data after the 'table' data. -- Cheers macropod [MVP - Microsoft Word] "KFreds" wrote in message ... I should clarify a little more, the blanket letter I have inserts certain fields from my excel spreadsheet, then at the end of my letter I have a table with 8 columns and a row, within this row I am pointing the appropriate merge fields from my excel spreadsheet according to my column headers(all these fields are invoice info, dates amounts, doc numbers, invoice numbers, all info from my spreadsheet) I want to be able to have all the customers invoice info appear on this table by customer. Within the letter portion is where my Customer name and address are located. Hope this makes sense. "KFreds" wrote: I have an excel spreadsheet that has multiple columns of information that I need to merge into letters to go out to customers. I have a list of companies with invoices associated with them, so, company a has 20 invoices, and company b may have 10, company c 7 and so on(it ranges) instead of creating a single letter for each invoice(20 for company a) I want to create one letter with the 20 invoices listed instead of 20 single letters. I can merge the excel into the word and create the letter but I can't get the information all onto one letter. Currently,the letter takes the fields from the excel spreadsheet and inserts them where I tell them by doing the doing the merge but now I want to take a step further and include all invoices on one letter. |
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