Email Merge with Quick Parts Database

Hello,

I have a weekly task of supplying our vendors with a list of line items that requires their attention and I am trying to send it out via an email merge. I am using the quick parts database function to create the list and it seems to work well. It pulls the data from my spreadsheet and lists it correctly based on vendor name but the problem I can't seem to figure out is how to consolidate the emails so that only one goes out per vendor. When I complete the merge and do the preview or edit phase it will create a document with the list of items for that vendor but it will repeat the document for as many times as there are line items in the list. For example; Comapny ABC has 5 line items, the result will be 5 documents with the list of all 5 items on each document.

Is it how my database is set up or is it in the code? What am I doing wrong or does this task require something else to manage it?

Here is what my database looks like but I can't seem to copy and paste the code without it putting it into the list format. Please help.

WO # Call Time Service Category Location Affiliate Email Address
WO143666 41827.34609 Electrical/Lighting FD7167 Company 123 123@xyz
WO146881 41834.77264 Structural FD1865 Company ABC 123@xyz
WO143815 41827.50567 Air Conditioning / Heating FD2811 Company ABC 123@xyz
WO136458 41814.39469 Air Conditioning / Heating FD6184 Company ABC 123@xyz
WO150783 41838.56642 Coolers/Freezers FD7598 Company ABC 123@xyz
WO146090 41832.76144 Coolers/Freezers FD2398 Company ABC 123@xyz
WO133495 41807.54515 Electrical/Lighting FD6267 ABC Vendor 123@xyz
WO139138 41820.54685 Plumbing FD1336 ABC Vendor 123@xyz
WO153768 41846.49332 Coolers/Freezers FD10093 ABC Vendor 123@xyz
WO150811 41838.60796 Air Conditioning / Heating FD3499 ABC Vendor 123@xyz
WO151180 41840.61348 Air Conditioning / Heating FD4905 Vendor 123 123@xyz
WO139605 41821.38025 Air Conditioning / Heating FD4905 Vendor 123 123@xyz
WO139680 41821.41613 Air Conditioning / Heating FD4270 Vendor 123 123@xyz
WO139720 41821.43822 Air Conditioning / Heating FD3810 Vendor 123 123@xyz
WO135717 41812.48406 Air Conditioning / Heating FD1404 Vendor 123 123@xyz
WO133087 41806.64427 Air Conditioning / Heating FD10202 Vendor 123 123@xyz


Answer
Answer
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.php/154370-Microsoft-Word-Catalogue-Directory-Mailmerge-Tutorial
or:
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip
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.
 
Alternatively, you may want to try the Many-to-One Mail Merge add-in, from Doug Robbins at http://bit.ly/1hduSCB
 
In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple
Cheers
Paul Edstein
(Fmr MS MVP - Word)

Was this reply helpful?

Sorry this didn't help.

Great! Thanks for your feedback.

How satisfied are you with this reply?

Thanks for your feedback, it helps us improve the site.

How satisfied are you with this reply?

Thanks for your feedback.

 
 

Question Info


Last updated October 5, 2021 Views 740 Applies to: