Mail merge Multiple Rows

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Hi guys,

I would like to send an email to a group of different people involed in different projects by using an existing excel sheet with all the data:

34686-forum

Id do it with mail merge from MS Word, but I see it creates a document for each row and I have recipients with more than one project and I want it all in the same email, not a separate email for each little project.

Any help will be much appreciated.

Thanks

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If you are using Outlook as your email client, you are welcome to incorporate a procedure I wrote several years ago. Have a look at page 20 in a Word document I call “Access Links”. You can download a zipped copy from here: http://www.accessmvp.com/TWickerath/downloads/accesslinks.zip.

You’ll also need a way of feeding this function a semicolon delimited list of email addresses, but that part is fairly easy. Post back if you need help doing that part.

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You can use Word’s Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
http://windowssecrets.com/forums/showthread//154370-Microsoft-Word-Catalogue-Directory-Mailmerge-Tutorial
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

For some worked examples (using Excel data files), see the attachments to the posts at:
http://www.msofficeforums.com/mail-merge/9180-mail-merge-duplicate-names-but-different-dollar.html#post23345
http://www.msofficeforums.com/mail-merge/11436-access-word-creating-list-multiple-records.html#post30327

Cheers,
Paul Edstein
[Fmr MS MVP - Word]

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Are you contemplating moving your Excel workbook to an Access database? If not, this thread should probably be moved to the Excel or Word forum.

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Indeed, if you want to do it with Excel data, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at https://skydrive.live.com/?cid=5aedcb43615e886b#!/?cid=5AEDCB43615E886B!cid=5AEDCB43615E886B&id=5AEDCB43615E886B%21566

Cheers,
Paul Edstein
[Fmr MS MVP - Word]

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I am also trying to group multiple records in to one mail merged document. I decided to start with Microsoft’s sample. I created an Excel document that matches their sample with the columns “City”, “Employee” and “Sales”

This is my code (an exact copy of theirs)

36755-HelenCode

I still get one record per merged document, and that record displays only the Employee and Sales, not even the city.

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Oh, I just found this little sentence in the tutorial: Word’s mailmerge tools include a facility (titled ‘Preview Results’ in Word 2007 & later) for previewing mailmerge output. Do not rely on the merge preview for either confirmation of a correct output content & formatting or mailmerge generation

When I actually merged, everything was fine. Sheesh!

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Oh, I just found this little sentence in the tutorial: Word’s mailmerge tools include a facility (titled ‘Preview Results’ in Word 2007 & later) for previewing mailmerge output. Do not rely on the merge preview for either confirmation of a correct output content & formatting or mailmerge generation

When I actually merged, everything was fine. Sheesh!

It’s the little things that get you … every time. :whisper:

Cheers,
Paul Edstein
[Fmr MS MVP - Word]

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You need to configure the document for a Directory/Catalog merge. Also, you’ll find a much more comprehensive set of fields in my tutorial (http://windowssecrets.com/forums/showthread//154370-Microsoft-Word-Catalogue-Directory-Mailmerge-Tutorial) – it’s a Sticky Thread at the top of this forum.

Cheers,
Paul Edstein
[Fmr MS MVP - Word]

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The tutorial is great! Thank you

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