Merge multiple records

[Dave]

I have a Word doc that I am trying to merge names in from
an Excel sheet. The Excel file has records like

ID# Client FirstName LastName
1 Jane Bob Smith
2 Jane Ed Jones
3 Pat Melissa Jackson

What I need on each letter is to have ONE letter
per "client" with one or many of the first/last name
combinations on it. If i use "next record", it may end up
putting "melissa jackson" on the page for client "jane".

I am confused on how to approach this because there can be
one or many records for the same client. I just need all
those client record's name combinations on one sheet.

 

[Dave]

I did find this
http://support.microsoft.com/?kbid=105888

Which is pretty much what I need to accomplish. I do not
have any value that defines the end of a record set,
however (like "check" in this example).

The only way I have to check that we are on a new record-
set is by the IDnumber (which i did wrong in my example,
the first two should be "1"). If the ID number is changed,
we're on a new set.

Is there a way to check for that? This is already way more
complicated than I know how to do.

 

[Badger]

Dave,

Check out article 211303, it uses an easier method and does not need a check
value.
If you need any more help, just let me know and I'll give what assistance I
can.
Have done a few of these type of merges successfully and am happy to help.

Thanks
Paul

 

[Dave]

Hi,

Thanks! This helps a lot. I could use a little help in
figuring out how to properly adapt this to our use. I have
not worked with mail merge before. I am just having some
trouble with Word's syntax requirements. Send me an email
and I can show you what's going on.
(e-mail address removed)

just remove the "nospam."

 

[bshulam]

I also am having problems with the merge. The result for a directory i
multi headers with one line not multi line. The file is sorte
correctly.

How do you copy the {} text I get the mail merge data when I try t
copy my word document example