Associate
- Joined
- 26 Jun 2005
- Posts
- 1,487
I need to create a document using data from an Excel workbook and as far as I can tell a mail merge is the tool for the job.
The Workbook has two sheets with clients information on one sheet and their account notes on the other. I've created a mail merge for the first sheet and it works fine.
The second sheet is tricky as the data is arranged in columns as follows:
Client Ref Notes Time/Date
A client will have more than one note on their so they will be on multiple rows with the same repeating Client Ref, but different Notes and Time/Date stamps.
I need to be able to get each clients notes, all of them, onto a separate page. At the moment my mail merge makes each row a separate document, so each client has about 10 A4 sheets with just a line or two of text and some clients have 10+ notes!
Any ideas how to do this?
Thanks.
The Workbook has two sheets with clients information on one sheet and their account notes on the other. I've created a mail merge for the first sheet and it works fine.
The second sheet is tricky as the data is arranged in columns as follows:
Client Ref Notes Time/Date
A client will have more than one note on their so they will be on multiple rows with the same repeating Client Ref, but different Notes and Time/Date stamps.
I need to be able to get each clients notes, all of them, onto a separate page. At the moment my mail merge makes each row a separate document, so each client has about 10 A4 sheets with just a line or two of text and some clients have 10+ notes!
Any ideas how to do this?
Thanks.