I've been asked to create a mail merge from an Excel data source. It's a tricky one, for me. So I am begging for your help.
We need to mail letters to people who own multiple properties (landlords) about their properties. What we want is one letter for each landlord and then a list of their properties either on the letter (preferred) or as a table attachment.
The data source is an Excel spreadsheet that has about 2000 rows. Each row represents a property address. So, there may be from 1 to 15 lines per landlord and the landlord's name and address are repeated on each row for his/her property.
How can I tell set up the letter to show one letter for each landlord and a list of the landlord's properties?
Here are my fields in the Excel spreadsheet:
LLID (landlord ID)
ACCT ID (property address ID)
I would be thrilled to email someone a sample of the spreadsheet if that would help you help me.