Please tell me how to do an advanced mail merge (data from Excel and merge into a Word letter template) that allows me to also pull data from the same column. Although I know how to do a simple mail merge where I pull data from the same row and merge into one letter for each record (e.g. 100 rows of record from Excel = 100 letters in Word). But now, I need to merge into one letter going to the same law firm (addressee is the law firm) but with different client names in the body of the letter. Specifically, the column headings in Excel are: File #, Client Name, Lawyer Name, and Law firm Address. However, there are sometimes as many as 18 clients who are with the same law firm. That is, a different client is listed in each of the 18 rows under the Client Name column in Excel and the same law firm is on all these rows. How can I merge various client names into the same letter that goes to the same law firm?
Answer Hi Mei,
Just for the record; I must report that I donít have Word 2003, 2007 or 2010 and have yet to be convinced that I need them.
Feel free to ask one or all of the other volunteers about this issue.
One of them just may have run into a similar situation and they all are a lot smarter than I am.
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I must report that I donít use Word 2003, 2007 or 2010 and have yet to be convinced that I need them.
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