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  1. #1
    Star Lounger
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    MailMerge - Multiple records per each letter (97)

    I have a client department that needs to send letters to clients who have remitted more than one payment. The source data is in Excel 97 (702 records/remittances, to merge so that they will go to approx. 150 clients), and the fields to show for each client are: ClientCode#, Check#, CheckDate, CheckAmt. Thus, for the letter to Client #000005, there is to be a list of their remittances in the Excel file:
    Letter to Client #000005:
    [Logo, internal address, salutation, etc.]
    [some text]
    Check# Check Date Check Amount
    1023 1/2/04 $1,111.00
    1056 1/5/04 963.00
    1111 1/10/04 3,550.50
    [some more text]

    I have searched the Word MVP site, the Microsoft bloated-maze <img src=/S/disappointed.gif border=0 alt=disappointed width=15 height=15> , and the Woody's Lounge - Word, and have not found how to use Word's MailMerge features and field codes to make this work. What have I overlooked? Thanks very much!

  2. #2
    Plutonium Lounger
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    Re: MailMerge - Multiple records per each letter (97)

    This can be done with a rather convoluted use of IF fields in combination with merge fields. See WD97: How to Merge Conditional Number of Records to the Same Page and WD97: How to Use Mail Merge to Create a List Sorted by Category. Another source of useful info is Cindy Meister's Merge FAQ, look for Multiple Items per Condition.

  3. #3
    Star Lounger
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    Re: MailMerge - Multiple records per each letter (97)

    Many thanks; I've already looked at one of those, and I'll go through the others. jes

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