e-mail customer statements

[David]

I would like to email customer statements- how can I create a mail merge that
has different content (different qty's of invoices outstanding) to one email
address.
Query exists in access- but can only get it to mail inv by inv- and not all
inv for that customer.

 

[Graham Mayor]

See How to use mail merge to create a list sorted by category in Word 2002 -
http://support.microsoft.com/?kbid=294686

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Graham Mayor - Word MVP


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[David]

Graham,
Thanks for the link however I still can't get the merge to work correctly.
In the example- where do you input the code- should it be in a macro- if so
how do you link it to the dtata source- or should it be on the word doc?- but
when I pasted it - it read it as text on the letter!?

 

[Graham Mayor]

I don't understand what you mean by 'input the code'. The example uses merge
fields eg

{ If { MERGESEQ } = "1" "{ MERGEFIELD CITY }¶
" ""}{ SET Place1 { MERGEFIELD CITY }}¶
{ If { Place2 } <> { Place1 }"¶
----------------------------Page Break--------------------------------
{ MERGEFIELD CITY }¶
¶
{ MERGEFIELD EMPLOYEE } { MERGEFIELD SALES }" "{ MERGEFIELD EMPLOYEE } {
MERGEFIELD SALES }" }{ SET Place2 { MERGEFIELD CITY }}¶

which should reflect the content of your data source. You attach the data
source to the document containing the fields from the merge wizard, the
merge toolbar or the old mailmerge helper - see
http://www.gmayor.com/mail_merge_labels_with_word_xp.htm

As indicated on the web page the example produces
Atlanta

Galos $3,000
Delaney $50,000
Henningsen $10,000

----------------------------Page Break-----------------------------
Houston

Johnson $8,000
Kelly $9,000
Pak $0

You need to modify that layout to suit your requirements. No-one said it
would be easy

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Graham Mayor - Word MVP


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