just4jeffrey
New Member
- Joined
- Oct 26, 2024
- Messages
- 1
- Office Version
- 365
- Platform
- Windows
Hello. I'm familiar with setting up mail merge in excel that pulls from a Word Doc. However, I'd like to be able to simply add or update a line with new customer information and click a Send Email button or link at the end of the row to immediately send a custom email (currently on a word doc). The email will have things like a customers acct #, order details, etc so each email is unique. The picture attached was my attempt to do it, but it will only pull data from the excel doc (labeled Subject & Body) but won't customize it with the items I need. I appreciate any assistance.