Merge landlord letter - multiple properties as a list

[MelanieB]

I posted this on woody's lounge back in 2008 when we were using Office 2003, and Hans sent me a mail merge letter with fields set up, and it worked beautifully.


"We need to mail letters to people who own multiple properties (landlords) about their properties. What we want is one letter for each landlord and then a list of their properties either on the letter (preferred) or as a table attachment. The data source is an Excel spreadsheet that has about 2000 rows. Each row represents a property address. So, there may be from 1 to 15 lines per landlord and the landlord's name and address are repeated on each row for his/her property. How can I tell set up the letter to show one letter for each landlord and a list of the landlord's properties? "

But it doesn't work now that we've upgraded to Office 2010. I am attaching the letter Hans fixed as well as a sample of the data source. Can you tell me why it doesn't work and how to fix it?

Right now when we merge, each address shows on its own page. Ugh.

Thank you so much for helping!

[HansV]

The mail merge works fine in Word 20101 but you have to set it up correctly. You have to set the mail merge type to Directory:

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The sample workbook that you attached contains thousands of empty records. This may well be the result of deleting records in order to cut down the sample, but it's worth checking in the "real" workbook: open it, and press Ctrl+End. If you end up below the last filled record, select all rows from the end of the data to the row that Excel considers to be the last used row, then delete them. Save the workbook.

[macropod]

Hi Melanie,

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:
http://lounge.windowssecrets.com/index. ... pic=731107" onclick="window.open(this.href);return false;
or
http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip" onclick="window.open(this.href);return false;
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 a recent, worked example, see the attachment to post #13 at: http://www.msofficeforums.com/mail-merg ... ollar.html" onclick="window.open(this.href);return false;

Alternatively, you may want to try the Many to One utility on the MergeTools Add-in that you can download from the following page of Doug Robbins' Windows Live SkyDrive: https://skydrive.live.com/?cid=5aedcb43 ... 886B%21111" onclick="window.open(this.href);return false;

[MelanieB]

As soon as you said directory, I knew what you were talking about and how to do the merge. Duh. I totally forgot about that. Thank you! Got it and it works beautifully!

Thank you!!