Merge from GoldMine into changing letter

[Bev]

Can anyone help me with this?

I am pulling an Excel file of names and addresses off of GoldMine. But when
merging into a letter the letter has to change according to Sales Rep. Can
Word change the part of the letter that would be the Signature, Sales Reps
name and contact info in addition to the customer name and address input?

Any help would be appreciated.

 

[Robert M. Franz (RMF)]

Hello Bev

I am pulling an Excel file of names and addresses off of GoldMine. But when
merging into a letter the letter has to change according to Sales Rep. Can
Word change the part of the letter that would be the Signature, Sales Reps
name and contact info in addition to the customer name and address input?

how is Word/Excel supposed to know which Sales Rep belongs to each
customer? You either need to incorporate this information into Excel (or
preferably into GoldMine itself), or, say, each Sales Rep has open the
MailMerge template itself (then you can take this info from the User Name).

HTH
Robert