Word 2007 Mail Merge Question

[msk7777]

Hello everyone,

Got a situation I have never ran into before with a mail merge and need some guidance. I have a list of dentists I need to send a Word document letter to. I plan on doing a mail merge from an Excel list. It's really only 3 fields that will be used from the list [Address], [Phone] & [Location ID].

The Location ID is unique to a dental location, but several dentists can work at a dentist office and therefore have the same [Location ID]. For each individual letter I need to list the [Location ID] (easy part) but also need to list all dentists names that have that [Location ID]. I honestly have no idea how to write a formula in Word to do that. Most of the formulas I have written in a mail merge in Word are to pull a single piece of data.

Can anyone point me in a direction on how to achieve this?

Thanks in advance!

 

[Macropod]

Hi msk7777,

From what you've posted, I get the impression you have separate records for each dentist at a given location, but you only want to send one letter to the location, with all dentists listed. You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial at:
Microsoft Word Catalogue/Directory Mailmerge Tutorial | Windows Secrets Lounge
or:
http://www.gmayor.com/Zips/Catalogue Mailmerge.zip
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

For some worked examples, see the attachments to the posts at:
mail merge with duplicate names but different dollar amounts
Access to Word, Creating a list from multiple records
[SOLVED] Word 2010 Merge from excel into Table Directory | Windows Secrets Lounge

Alternatively, you may want to try one of the Many-to-One Mail Merge add-ins, from:
Graham Mayor at http://www.gmayor.com/ManyToOne.htm; or
Doug Robbins at https://skydrive.live.com/?cid=5aed...!cid=5AEDCB43615E886B&id=5AEDCB43615E886B!566

In addition to a 'Many to One' merge, the latter handles:
• Merge with Charts
• Duplex Merge
• Merge with FormFields
• Merge with Attachments
• Merge to Individual Documents
• Merge, Print and Staple

PS: I don't think isna80 has a clue what's involved...