Mail Merge by Category?

[Peter]

I am having trouble trying to merge by category.

I have a simple table in Access 2003 or Excel 2003 that has the following
fields:
Account, Name, Address 1, Adress 2 - Adress 4, Invoice Number and Invoice
Value

At the moment there is about 200 records - which will vary from month to month

I need to mail a standard letter based on Account - so that any invoice
numbers for the same account number appear on 1 page and not 1 invoice per
page. I have a had a brief look at creating a directory document - but this
doesn't seem to work as the example suggests - (I am using Word 03)

Simple layout would be -

(Name field)
(addr1 Field)
(addr2 Field)
(addr3 Field)
(addr4 Field)

Account
(Account Field)

Invoice Number Invoice Value
(Invoice No Field) (Invoice Value Field)
(Invoice No Field) (Invoice Vaule Field)

Any help would be greatly appreciated

 

[macropod]

Hi Peter,

To see how to do this kind of mailmerge, check out my tutorial at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=731107

 

[Peter]

Hi macropod

thanks for checking this out for me..I have been looking at your guide - and
at the moment I seem to be getting Lost at point -

8. Using the following field code examples as a guide, insert fields to
compare the key field against, so as to vary the output

I downloaded your example docs - I insert fields (State, City, then
underneath, Repr and Sales.

Then merge to new document - but this just lists them as individuals rather
than grouping them together whether by State or City. Not sure what I am
missing here, but probably something really simple!

Hi Peter,

To see how to do this kind of mailmerge, check out my tutorial at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=731107

--
Cheers
macropod
[MVP - Microsoft Word]

I am having trouble trying to merge by category.

I have a simple table in Access 2003 or Excel 2003 that has the following
fields:
Account, Name, Address 1, Adress 2 - Adress 4, Invoice Number and Invoice
Value

At the moment there is about 200 records - which will vary from month to month

I need to mail a standard letter based on Account - so that any invoice
numbers for the same account number appear on 1 page and not 1 invoice per
page. I have a had a brief look at creating a directory document - but this
doesn't seem to work as the example suggests - (I am using Word 03)

Simple layout would be -

(Name field)
(addr1 Field)
(addr2 Field)
(addr3 Field)
(addr4 Field)

Account
(Account Field)

Invoice Number Invoice Value
(Invoice No Field) (Invoice Value Field)
(Invoice No Field) (Invoice Vaule Field)

Any help would be greatly appreciated

 

[Peter]

Went through it again - and seem to have mastered the example - now just a
matter of putting it into the way I want it for my work.

Thanks

Hi macropod

thanks for checking this out for me..I have been looking at your guide - and
at the moment I seem to be getting Lost at point -

8. Using the following field code examples as a guide, insert fields to
compare the key field against, so as to vary the output

I downloaded your example docs - I insert fields (State, City, then
underneath, Repr and Sales.

Then merge to new document - but this just lists them as individuals rather
than grouping them together whether by State or City. Not sure what I am
missing here, but probably something really simple!

Hi Peter,

To see how to do this kind of mailmerge, check out my tutorial at:
http://www.wopr.com/cgi-bin/w3t/showthreaded.pl?Number=731107

--
Cheers
macropod
[MVP - Microsoft Word]

I am having trouble trying to merge by category.

I have a simple table in Access 2003 or Excel 2003 that has the following
fields:
Account, Name, Address 1, Adress 2 - Adress 4, Invoice Number and Invoice
Value

At the moment there is about 200 records - which will vary from month to month

I need to mail a standard letter based on Account - so that any invoice
numbers for the same account number appear on 1 page and not 1 invoice per
page. I have a had a brief look at creating a directory document - but this
doesn't seem to work as the example suggests - (I am using Word 03)

Simple layout would be -

(Name field)
(addr1 Field)
(addr2 Field)
(addr3 Field)
(addr4 Field)

Account
(Account Field)

Invoice Number Invoice Value
(Invoice No Field) (Invoice Value Field)
(Invoice No Field) (Invoice Vaule Field)

Any help would be greatly appreciated