This really pisses me off. Microsoft office is supposed to be easy to use but not really. I guess I'll have clients getting 40 emails tomorrow, once for each line,.
Hi Chris - Thank you for this. As of today, 2/19/21 - I'm not able to find that coding on the Microsoft support page. Can you help with a new link or possibly email me the coding?
help anyone! I have data: date, time, room, module - I have sorted on room and I want a sheet for every new date/time in a room with the relevant modules listed - I can't get the modules to list - it just does the same one twice - am I asking the impossible or have I done something wrong?
How can I merge directory into 2 table columns. I merged the directory in 1 column, then I formated as 2 columns. It starts with counties names Example Alameda and shows all the contacts, address, some staff name, phone, fax, email on each paragraph, then it goes up to the top of the 2nd column. The problem is it's a hell dealing with columns. This directory has 30 pages it's a directory of many counties from A to Z. So how I can merge into a table with 2 cells, how the text will go up to 2nd cell of the table, comes down and go back to the 1st column of the table. I am still trying and can't get right. Table is easy you just grab to the right and left to adjust the margins. The columns get too cumbersome. I wonder if I am putting right the merging code you start with Countyname on first column of the table, then on the 2nd column of the table do I put nextrecordCounyname? nextrecord gets me confused. I tried to set up as label to use the box of the label, but the mergin says my text is too big for the label how I set if choose label settings only 4 counties fits in one page: 2 sets on the top of the page, and another 2 counties split in 2 columns fit on the remainder of the page. I was able to merge and I get very nice project, I got a lot compliments, but I don't want to continue using columns. I want to use table for better handling margins.
Hello Chris thanks for the video I was able to get multiple rows for customer orders. I have some additional fields I would like to add after the group is complete like subtotal, tax and total. With the current demo code if I add the {MERGEFIELD orders_subtotal} it will be repeated on every line of the grouping. Is there a way to escape the grouping and add these fields directly after the grouping but staying within the same mail merge?
The only way I know how that can be done is with a Word add-in by Graham Mayor. I made a video on his Add-in a couple years ago. It did work. Here's his web page www.gmayor.com/ManyToOne.htm
This is very helpful, but it would be even better if you could spend a little time going over the field codes that you inserted. Its hard to figure out how to adapt this for another purpose and document without some understanding of exactly how your code is set up to do the function of grouping records on the same page.
Sorry, is not working for me. How you wrote the code? I think this is the key here. Basically, if copy and paste the code provided by Microsoft, Word 2013 does not recognize the MERGEFIELDS. If you can clarify this point, I will really appreciate
There is a Word add-in from Graham Mayor that puts the data in a table. I tested a while back and it worked. Here is the video of my test. th-cam.com/video/hgKgP_n02J4/w-d-xo.html
This is really helpful! Thanks for this video! However, I'd like to add a closing sentence after the loop of "number of visits" in your example, it doesn't work. Can you advise? Thanks in advance!
The best way to do a mail merge with grouping is to use Graham Mayor's add-in for Word. I demonstrate it here. th-cam.com/video/hgKgP_n02J4/w-d-xo.html
Chris, can you help me? I'm getting the letters using the Directory mail merge. My sort key does not appear in the letter, I'm not sure if that is the problem. I have a small letter and small Excel file I could share with you. Only one of the records is has the duplicate sort key. Thanks!
Chris, thanks for the informative instructions. Can you please show me how to create a rule for a merge with more than one salutation. I am doing a merge of 40 letters and each letter could have up to 6 addressees. Here's what the line looks like with 2 people; Dear John, Julie,,,, Any help would be appreciated. I should note that I can't use the Greeting Line button. Thanks.
Hey Chris great video - I have most of it working except one thing ... my header row just appears once (ie: the Rep appears once), even though the details for each would be rep appear properly. So I basically have the first rep and clients, then have the clients grouped properly for other reps ..... but just blank space where the rep name should be. Any ideas? Thanks!
Hell Chris- Thank you for the video. I have spent a few hours trying to re-create this code for a mass mail merge. Any chance I can email you my questions?
@@ChrisMenardTraining Thanks for the reply! I already tried it. But, can I get the result in one document only? Because the option available is merging to individual word files, so it produces multiple documents.
sorry for posting the question on this video as well, but double the chances of getting an answer for me :) so, what line do I type in, in order to get a total field, for instance, a total number of visits for Watson?
To get the total field, you have to do your mail merge in a table. The only way I found to do that is use Graham Mayor's Word add-in. I did a video on using it here. th-cam.com/video/hgKgP_n02J4/w-d-xo.html
Morning @@ChrisMenardTraining . Any chance you've had luck creating an email message instead of a directory using the grouping? Using your demo as an example, is it possible to email each of the reps the number of visits. I've been unsuccessful in tinkering with this script and have been scrounging around the internet looking for ideas.
Hello Dolores. I haven't attempted it but Graham Mayor wrote an Add-in for MS Word called "Many-to-one that handles email mail merge. I did a video on it showing letters. th-cam.com/video/hgKgP_n02J4/w-d-xo.html
hi i did try on this but not succesfull i got the details sorted but I am getting a error as " you can not send the a callog created by merging documents directly to mail,fax,a printer" could u help with this error
You MUST start mail merge using DIRECTORY type, not LETTER type. I wasted so much time trying to figure out why it did not work for me. Chris says to use Directory but I missed that part. Thank you for this awesome video Chris!
Nice! Thanks much! You mentioned doing this for clients - do you ever need to email each page separately? In other words, using your example, how would you email each rep their own totals?
It can be done. You have to put each rep in their own file and do a mail merge with each rep getting an email with just their file. There is an Excel tool that will make the reps automatically be put on a separate worksheet and then each worksheet gets saved a a separate file. I'm making a video on it this weekend.
Hello James. The only way I know that can be done is using Graham Mayor's Many to One Mail Merge Add-In for Word. It handles mail merge for email. www.gmayor.com/
Great video - I want to send a personalised email to each rep with their visit numbers. How do you do that?
This really pisses me off. Microsoft office is supposed to be easy to use but not really. I guess I'll have clients getting 40 emails tomorrow, once for each line,.
Hi Chris - Thank you for this. As of today, 2/19/21 - I'm not able to find that coding on the Microsoft support page. Can you help with a new link or possibly email me the coding?
Thank you!
I have been looking for something like this for Years!
Once again Thank you so much!
Glad it worked. Thank you, Enrique.
help anyone! I have data: date, time, room, module - I have sorted on room and I want a sheet for every new date/time in a room with the relevant modules listed - I can't get the modules to list - it just does the same one twice - am I asking the impossible or have I done something wrong?
Thank you so much. Short and very informative, to the point without wasting time and explanatory.
Glad you liked it
How can I merge directory into 2 table columns. I merged the directory in 1 column, then I formated as 2 columns. It starts with counties names Example Alameda and shows all the contacts, address, some staff name, phone, fax, email on each paragraph, then it goes up to the top of the 2nd column. The problem is it's a hell dealing with columns. This directory has 30 pages it's a directory of many counties from A to Z. So how I can merge into a table with 2 cells, how the text will go up to 2nd cell of the table, comes down and go back to the 1st column of the table. I am still trying and can't get right. Table is easy you just grab to the right and left to adjust the margins. The columns get too cumbersome. I wonder if I am putting right the merging code you start with Countyname on first column of the table, then on the 2nd column of the table do I put nextrecordCounyname? nextrecord gets me confused. I tried to set up as label to use the box of the label, but the mergin says my text is too big for the label how I set if choose label settings only 4 counties fits in one page: 2 sets on the top of the page, and another 2 counties split in 2 columns fit on the remainder of the page. I was able to merge and I get very nice project, I got a lot compliments, but I don't want to continue using columns. I want to use table for better handling margins.
Hello Chris thanks for the video I was able to get multiple rows for customer orders. I have some additional fields I would like to add after the group is complete like subtotal, tax and total. With the current demo code if I add the {MERGEFIELD orders_subtotal} it will be repeated on every line of the grouping. Is there a way to escape the grouping and add these fields directly after the grouping but staying within the same mail merge?
Great tutorial, i just have one question. how can you put the mailmerge data in a table format, so that it can be more presentable to the recipient
The only way I know how that can be done is with a Word add-in by Graham Mayor. I made a video on his Add-in a couple years ago. It did work. Here's his web page www.gmayor.com/ManyToOne.htm
@@ChrisMenardTraining is this free to download? also watched this a few days ago. thought there are other ways without downloading the add in.
This is fantastic! Very useful for what I'm about to have to do. Thanks SO much!!
Chris could you go into more detail about the coding? I have looked the resource you provided but it doesn't make any sense to me.
I agree. He didn't show how the field codes were set.
Could you paste the code in your comments. It's not even there on the MS site.
Nice tutorial. The only part missing is the actual tutorial people need! GGGGGGGRR
This is very helpful, but it would be even better if you could spend a little time going over the field codes that you inserted. Its hard to figure out how to adapt this for another purpose and document without some understanding of exactly how your code is set up to do the function of grouping records on the same page.
Karen M I agree with you. Tomorrow I'll post a video and even type out the code.
Wow! Thanks so much!!
th-cam.com/video/DtPApM1Fv3k/w-d-xo.html let me know if this works Karen
I agree.
Sorry, is not working for me. How you wrote the code? I think this is the key here. Basically, if copy and paste the code provided by Microsoft, Word 2013 does not recognize the MERGEFIELDS.
If you can clarify this point, I will really appreciate
Can this be merged into a table? So the table can have headers and the fields populate rows of the table for each rep?
There is a Word add-in from Graham Mayor that puts the data in a table. I tested a while back and it worked. Here is the video of my test. th-cam.com/video/hgKgP_n02J4/w-d-xo.html
This is really helpful! Thanks for this video!
However, I'd like to add a closing sentence after the loop of "number of visits" in your example, it doesn't work. Can you advise? Thanks in advance!
Also, sometimes the 1st record shows and sometimes it doesn't... why?
The best way to do a mail merge with grouping is to use Graham Mayor's add-in for Word. I demonstrate it here. th-cam.com/video/hgKgP_n02J4/w-d-xo.html
Chris, can you help me? I'm getting the letters using the Directory mail merge. My sort key does not appear in the letter, I'm not sure if that is the problem. I have a small letter and small Excel file I could share with you. Only one of the records is has the duplicate sort key. Thanks!
Chris, thanks for the informative instructions. Can you please show me how to create a rule for a merge with more than one salutation. I am doing a merge of 40 letters and each letter could have up to 6 addressees. Here's what the line looks like with 2 people; Dear John, Julie,,,,
Any help would be appreciated. I should note that I can't use the Greeting Line button. Thanks.
Hey Chris great video - I have most of it working except one thing ... my header row just appears once (ie: the Rep appears once), even though the details for each would be rep appear properly. So I basically have the first rep and clients, then have the clients grouped properly for other reps ..... but just blank space where the rep name should be. Any ideas? Thanks!
THANK YOU SIR, GOD BLESS
YOU
Thank you too
Hell Chris- Thank you for the video. I have spent a few hours trying to re-create this code for a mass mail merge. Any chance I can email you my questions?
The Microsoft page is horribly broken and doesn't even show the code.
Is it possible to do this in a table?
It is with Graham Mayor's Many to One mail merge.
@@ChrisMenardTraining Thanks for the reply! I already tried it. But, can I get the result in one document only? Because the option available is merging to individual word files, so it produces multiple documents.
Thank you - exactly what I needed to know in
Glad to help. I've been accused of going too fast.
sorry for posting the question on this video as well, but double the chances of getting an answer for me :) so, what line do I type in, in order to get a total field, for instance, a total number of visits for Watson?
To get the total field, you have to do your mail merge in a table. The only way I found to do that is use Graham Mayor's Word add-in. I did a video on using it here. th-cam.com/video/hgKgP_n02J4/w-d-xo.html
Nice video Chris-thanks for sharing.
Glad to help! I appreciate the feedback.
Morning @@ChrisMenardTraining . Any chance you've had luck creating an email message instead of a directory using the grouping? Using your demo as an example, is it possible to email each of the reps the number of visits. I've been unsuccessful in tinkering with this script and have been scrounging around the internet looking for ideas.
Thanks Chris.
You are welcome. Glad you liked the video.
Thanks!
Welcome!
Can you do an Email Merge in word with Grouping records?
Hello Dolores. I haven't attempted it but Graham Mayor wrote an Add-in for MS Word called "Many-to-one that handles email mail merge. I did a video on it showing letters. th-cam.com/video/hgKgP_n02J4/w-d-xo.html
hi i did try on this but not succesfull i got the details sorted but I am getting a error as " you can not send the a callog created by merging documents directly to mail,fax,a printer" could u help with this error
How to Mail Merge with Grouping in MS Word 365 ?
Mail Merges can only be done in Word with the desktop version.
You MUST start mail merge using DIRECTORY type, not LETTER type.
I wasted so much time trying to figure out why it did not work for me.
Chris says to use Directory but I missed that part.
Thank you for this awesome video Chris!
Glad to help.
Chris, can we send email from every word files after we mail merge as same time?
Nice! Thanks much! You mentioned doing this for clients - do you ever need to email each page separately? In other words, using your example, how would you email each rep their own totals?
It can be done. You have to put each rep in their own file and do a mail merge with each rep getting an email with just their file. There is an Excel tool that will make the reps automatically be put on a separate worksheet and then each worksheet gets saved a a separate file. I'm making a video on it this weekend.
how to we send email on group mail merge. Please help me in this ASAP
Hello James. The only way I know that can be done is using Graham Mayor's Many to One Mail Merge Add-In for Word. It handles mail merge for email. www.gmayor.com/
Jesus! THANKS!
you are welcome.
Could you post a video on how to merge the grouped data into a M$ Word table?
If you want in a table, here is an Add-in for Word by Graham Mayor. I tested and it works! th-cam.com/video/hgKgP_n02J4/w-d-xo.html
Thank you for the fast reply! It works perfectly!