A
A Lougheed
We have a form mailing which doesn't follow the normal
mail merge process. We will be running the mail merge
from a database and here is what we want to do:
############ FORM ##############
John J. Doe (From Billing Contact Record)
AAA Company, LLC (From Company Record)
3815 Company Address (From Billing Contact Record)
Indianapolis, IN 46240 (From Billing Contact Record)
Dear William:
We truly appreciate <CompanyName>'s membership. In an
effort to make it even more valuable for you and other
affiliate members within your organization, we are asking
that you take a few moments to review the information we
have on file, making any corrections as necessary, and
returning to us.
Contact Name
Contact Address
Contact Phone
Contact email address
Contact Name
Contact Address
Contact Phone
Contact email address
Contact Name
Contact Address
Contact Phone
Contact email address
############ END FORM #############
The above would continue to repeat until all "contacts"
from that Company have been listed. In some cases there
will only be one contact, in others there may be as many
as 50.
Our database is in FileMaker. Made up of a number of
tables, including "Companies" and "Contacts", both of
which have a unique identifying number. In the Contact
record is a field for Company ID number..that is how
Contacts are associated with Companies.
I can export records to Excel in the format I showed in
my email, shown again here:
Column A Column B Column C,
etc.
Company 1 Contact 1001 Contact Address, email
etc.
Contact 2001 Contact Address, email
etc.
Company 2 Contact 1021 Contact Address, email
etc.
Contact 3001 Contact Address, email
etc.
Contact 1004 Contact Address, email
etc.
Contact 1501 Contact Address, email
etc.
Etc etc etc
I can also export so that the Company Name shows up on
all records if that were needed.
This is a very difficult question and I will award more
points.
Thanks so much, April
mail merge process. We will be running the mail merge
from a database and here is what we want to do:
############ FORM ##############
John J. Doe (From Billing Contact Record)
AAA Company, LLC (From Company Record)
3815 Company Address (From Billing Contact Record)
Indianapolis, IN 46240 (From Billing Contact Record)
Dear William:
We truly appreciate <CompanyName>'s membership. In an
effort to make it even more valuable for you and other
affiliate members within your organization, we are asking
that you take a few moments to review the information we
have on file, making any corrections as necessary, and
returning to us.
Contact Name
Contact Address
Contact Phone
Contact email address
Contact Name
Contact Address
Contact Phone
Contact email address
Contact Name
Contact Address
Contact Phone
Contact email address
############ END FORM #############
The above would continue to repeat until all "contacts"
from that Company have been listed. In some cases there
will only be one contact, in others there may be as many
as 50.
Our database is in FileMaker. Made up of a number of
tables, including "Companies" and "Contacts", both of
which have a unique identifying number. In the Contact
record is a field for Company ID number..that is how
Contacts are associated with Companies.
I can export records to Excel in the format I showed in
my email, shown again here:
Column A Column B Column C,
etc.
Company 1 Contact 1001 Contact Address, email
etc.
Contact 2001 Contact Address, email
etc.
Company 2 Contact 1021 Contact Address, email
etc.
Contact 3001 Contact Address, email
etc.
Contact 1004 Contact Address, email
etc.
Contact 1501 Contact Address, email
etc.
Etc etc etc
I can also export so that the Company Name shows up on
all records if that were needed.
This is a very difficult question and I will award more
points.
Thanks so much, April