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I am trying to set a mail merge document with the data below. I am trying to populate multiple records in the same page if the customer no is equal.

Example:

Customer No Name Account
1234 Alan 555555
1234 Alan 666666
5678 Jim 777777
7896 Morrison 888888

Assuming I have the above excel file (as the source file) containing the above data I want the mail merge to show the following:

Page 1: Dear Bla Bla Bla.....

Customer No Name Account
1234 Alan 555555
1234 Alan 666666

Page2: Dear Bla Bla Bla.....

Customer No Name Account
5678 Jim 777777

Page3: Dear Bla Bla Bla.....

Customer No Name Account
7896 Morrison 888888
Nick ODell
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Alan Bartoli
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1 Answers1

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Try this Microsoft link, there are too many steps to document https://support.microsoft.com/en-us/office/create-a-directory-of-names-addresses-and-other-information-49afe95c-dc99-4cd3-85c7-3a80869cff90

Sorry, this might work. I'm just board on my phone so can't test:

https://support.microsoft.com/en-us/office/field-codes-nextif-field-5dd7bd9c-29b1-4ef2-aba8-4f0387e8b417

ACCtionMan
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  • Thank you for the link provided however the process described in the link is a normal mail merge. I would like to achieve the mail merge to include two rows in one page if the customer number is equal. – Alan Bartoli Oct 15 '21 at 10:24
  • Sorry, added another one. – ACCtionMan Oct 15 '21 at 11:30
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    Thank you for your help. Furthermore, please note that i also found interesting when setting my mail merge up. https://www.youtube.com/watch?v=MIfid43hlHw – Alan Bartoli Oct 18 '21 at 15:19