B
Buttercup
I have created an excel spreadsheet using our customer management system{I work in insurance}. In this excel spreadsheet it brought over all the clients that I wanted.
The problem is any client which has more than 1 vehicle attached has made a duplicate line on excel, basically you will see that person listed multiple times depending on how many vehicles they have. Then each line will have a different vehicle.
Unfortunately this is the only way I can create this excel spreadsheet thru our management system.
I am trying to merge this info with Word. I would like to add all vehicles for each client added to 1 document.
Does anyone know how I can do this? I'm not sure if I can merge fields in excel or somehow use some type of word field in Microsoft word.
For example in excel it is showing as follows
Column1 Column2 Column3
John Smith Auto1
John Smith Auto2
John Smith Auto
David Hoth Auto1
Craig Jones Auto
Craig Jones Auto
And what I want to have in Excel is this:
Column1 Column2 Column3
John Smith Auto1 Auto2 Auto3
David Hoth Auto
Craig Smith Auto1 Auto2
I am using Office XP.
Please help if you can.
The problem is any client which has more than 1 vehicle attached has made a duplicate line on excel, basically you will see that person listed multiple times depending on how many vehicles they have. Then each line will have a different vehicle.
Unfortunately this is the only way I can create this excel spreadsheet thru our management system.
I am trying to merge this info with Word. I would like to add all vehicles for each client added to 1 document.
Does anyone know how I can do this? I'm not sure if I can merge fields in excel or somehow use some type of word field in Microsoft word.
For example in excel it is showing as follows
Column1 Column2 Column3
John Smith Auto1
John Smith Auto2
John Smith Auto
David Hoth Auto1
Craig Jones Auto
Craig Jones Auto
And what I want to have in Excel is this:
Column1 Column2 Column3
John Smith Auto1 Auto2 Auto3
David Hoth Auto
Craig Smith Auto1 Auto2
I am using Office XP.
Please help if you can.