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I have used the directory feature in MailMerge to create a letter, that
includes information from multiple records. It also includes fields with common information across the records that print at the top of the letter Name and CLaimNumber, before I include the columns of multiple data. What I need it to do is, again display common fields at the bottom of the letter (ExaminerName,ExaminerPhoneNumber). These fields simply do not print now. Is there a field code I can put in to get back out of the next record mode? Here is what I have: Dear «Name», Claim Number «ClaimNumber» The following invoices have been reviewed: Invoice Number Invoice Amount «InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced»«Next Record» Thank you for your business. «ExaminerName» Please contact us at: «ExaminerPhoneNumber» |
#2
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Sorry for posting this twice. I didn't think the first post went through :-(
"4charity" wrote: I have used the directory feature in MailMerge to create a letter, that includes information from multiple records. It also includes fields with common information across the records that print at the top of the letter Name and CLaimNumber, before I include the columns of multiple data. What I need it to do is, again display common fields at the bottom of the letter (ExaminerName,ExaminerPhoneNumber). These fields simply do not print now. Is there a field code I can put in to get back out of the next record mode? Here is what I have: Dear «Name», Claim Number «ClaimNumber» The following invoices have been reviewed: Invoice Number Invoice Amount «InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced»«Next Record» Thank you for your business. «ExaminerName» Please contact us at: «ExaminerPhoneNumber» |
#3
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You cannot mix letter and directory merges in the same document - Fellow MVP
'macropod' has posted a tutorial on this, with working field codes and a sample Excel data source which you can download from my website http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org 4charity wrote: I have used the directory feature in MailMerge to create a letter, that includes information from multiple records. It also includes fields with common information across the records that print at the top of the letter Name and CLaimNumber, before I include the columns of multiple data. What I need it to do is, again display common fields at the bottom of the letter (ExaminerName,ExaminerPhoneNumber). These fields simply do not print now. Is there a field code I can put in to get back out of the next record mode? Here is what I have: Dear «Name», Claim Number «ClaimNumber» The following invoices have been reviewed: Invoice Number Invoice Amount «InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced»«Next Record» Thank you for your business. «ExaminerName» Please contact us at: «ExaminerPhoneNumber» |
#4
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Thanks Graham for your help. I have downloaded the tutorial, and worked
through the problem. Even though it is stated that you can't mix letter and directory merges in the same document, here is my work-around. Note - all of my records have identical data in the fields that I do not want to list in the directory part of the letter (i.e. Name, ClaimNumber, etc.) I created a directory using the regular mailmerge wizard, and attached my data source. Wrote the entire letter, using the fields that are identical in all records, as in my example posted before, including the closing fields: (Thank you for your business. «ExaminerName» Please contact us at: «ExaminerPhoneNumber» ) Then I put my table at the end, with the field of the records that I want to merge from multiple records. I used the NextRecord field at the beginning of each row, as in my previous example. I copied this field from a mailing labels template, and pasted it in, and it worked. Originally I rewrote my letter, so the table did not have to be in the body of the letter, but said something like "Enclosed is your check for checkamount with reference to the invoices listed at the end of this letter." So the table was at the end of the letter, with the merged records, and all of the fields with the same info were in the body of the letter. *However*, once this was all working well, realized that you could simply move the table with the merged records into the body of the letter, once the merge had taken place. So the template is not that way, but once you do the merge, the data stays, and you can simply cut and paste the table to where you want it. We are not mass producing these letters, so it is a fine workaround for us. I realize that if you were doing this in quantity, it may not be a good solution. I tried writing a macro to automatically move the table, but Word doesn't seem to like it. Thanks again, to all who have followed and contributed to the solution to this problem. "Graham Mayor" wrote: You cannot mix letter and directory merges in the same document - Fellow MVP 'macropod' has posted a tutorial on this, with working field codes and a sample Excel data source which you can download from my website http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org 4charity wrote: I have used the directory feature in MailMerge to create a letter, that includes information from multiple records. It also includes fields with common information across the records that print at the top of the letter Name and CLaimNumber, before I include the columns of multiple data. What I need it to do is, again display common fields at the bottom of the letter (ExaminerName,ExaminerPhoneNumber). These fields simply do not print now. Is there a field code I can put in to get back out of the next record mode? Here is what I have: Dear «Name», Claim Number «ClaimNumber» The following invoices have been reviewed: Invoice Number Invoice Amount «InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced» «Next Record»«InvoiceNumber» «AmountInvoiced»«Next Record» Thank you for your business. «ExaminerName» Please contact us at: «ExaminerPhoneNumber» |
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