mailmerge multiple rows to 1 recipient

In response to your assumption, yes; and I got through alot of what Paul did.  However, when it came to the "Merge to Email" subset of his instructions, all progress ended. 

Paul did a great job, and got me alot further than I would've done otherwise.  Unfortunately, his instructions got a fuzzy for me at the point of Merging to Email and the macros errored out when I tried to run them. 

Anyone on here successful in his tutorial that may be able to shed some light?

Part of his instructional says "...and a field for the data («Data»)" (pg 22).  Any ideas where that field comes from?  It's not a listed field in the "Insert Merge Field" dropdown ("Mailings" ribbon menu).  Do I need to add that to my source excel file so it becomes a bound field, or is do I add it as an unbound field?  I've tried doing both a bound and unbound; results are errors.

Thank you in advance,

Dusty615

the MergeTools – 20130627 Add-in that I created from the following page of my Windows Live SkyDrive:

https://skydrive.live.com/?cid=5aedcb43615e886b#!/?cid=5AEDCB43615E886B!cid=5AEDCB43615E886B&id=5AEDCB43615E886B%21566

Save the file in the Word Startup folder.  In Windows XP the default location for that folder is

C:\Documents and Settings\[User Name]\Application Data\Microsoft\Word\STARTUP

When you have done that, the tab shown below will be added to the Ribbon:

One thing to note is that the field names in your data source must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9).

Also download the Using the Many to One Facility document that describes how to use that facility.

Doug, I would LOVE -- absolutely LOVE -- to use your add-in.  Unfortunately, my IT dept has these boxes locked down tighter than the vault at Ft Knox.

I need to go semi-manual on this...meaning try to build up the tool from scratch, or it's spending hours a day sending emails. 

Any help I can get with the tutorial, or any other advice?

Thanks guys.

Dusty615

I doubt that they do.

In Word, if you go to File>Options>Advanced>File Locations and select the Startup item and then click on Modify, when the Modify Location dialolg appears, you can paste into it.

Alternatively, you can modify the location for the Startup folder to a folder to which you have write access.

I didn't have write access to the folder you mentioned (C drive is locked out), so I did as you said in the last post.  I had success with that, thank you!

And there it is --

 :-)

Thank you very much Doug! 

The tool looks great on the toolbar, but I'm back to where I started in that it appears this tool is specific for Letter type mail merge documents.  I need to email this out; I don't want to print them.  How do I use this tool to merge a many-to-one as an email document?

Just for giggles, I also switched the form to a letter form to try the Many to One button; got this error:

"The data source must be an Excel Spreadsheet."  The data source is a spreadsheet.  Not sure why I'm getting that error. 

Doug, I'd like to use the tool to Merge to Email.  Is it possible? 

If not,  can anyone help me with the tutorial that Macropod put together?  I'm stuck at the "Merge to Email" section of his tutorial. 

Please assist. 

Thank you,

Dusty615

While you must start with a letter type mail merge main document to which you have an Excel data source attached, the facility can be used to "mail merge" to:

Individual Word Documents

Individual PDF Documents

To the body of an email message

To an email message with the "merged" document attached as a Word document

To an email message with the "merged" document attached as a PDF document

After changing the type of the mail merge main document, you probably need to re-attach the data source.

Thank you Doug, and everyone else, for your assistance.

I confirmed the datasource as attached after the changeover to the Letter format.

I've decided to shut this one down and go vba directly from Excel to Outlook.  I've gotten that to work

(for those that would like to go that route, here are the resources I used:

part 1:

http://msdn.microsoft.com/en-us/library/ff458119(office.11).aspx

part 2:

http://msdn.microsoft.com/en-us/library/ff519602(office.11).aspx

Unfortunately, the link for adding Outlook signatures listed in part2 is a dead link, and I will be researching how to do that. 

**update: I have found how do the signature as well.** 

http://stackoverflow.com/questions/8994116/how-to-add-default-signature-in-outlook

Best wishes to everyone.

Dusty615

Did you re-start Word after saving the file in the Word Startup Folder?

If you go to the Developer tab and click on Document Template to open the Templates and Add-ins dialog, is the Merge Tools - 20130627.dotm listed?  If it does not have a tick mark against it, click on the check box to load it.