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MS Office Forum / Word / Mailmerge and Fax / July 2007

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I want to omit a field in a mail merge

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emc - 18 Jul 2007 11:38 GMT
I have a mail merge with Prefix, FirstName, Surname, etc.  

For various reasons when sending out mail some people should only have their
Prefix and Surname shown.  I need to have their FirstName in the merge as I
use it for a large amount of other documents otherwise I would remove it.  

I have tried the "If...Then...Else" but it doesn't work and I can't use the
Skip button as this is for the entire record.  Is there another way of doing
it?

Thank you.
Graham Mayor - 18 Jul 2007 11:52 GMT
For any of your question to be relevant you must be using the AddressBlock
field. Don't! Insert the individual fields as you require them. You can then
use a conditional field to insert the FirstName field when a condition
applies eg
{IF{Mergefield FirstName} <> "Fred" "{Mergefield FirstName}"}

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Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

> I have a mail merge with Prefix, FirstName, Surname, etc.
>
[quoted text clipped - 8 lines]
>
> Thank you.
emc - 18 Jul 2007 12:50 GMT
Graham,

I have tried it with the AddressBlock.  Unfortunately I have a number of
fields and cannot match them in the Required Information Match Fields
dialagoe box resulting in a lot of my information being omitted.  I have
tried matching them in the Optional Information but this does not appear.

Unfortunately I cannot insert the fields after the AddressBlock as these
fields are required after the LastName and before Address1.

EMC

> For any of your question to be relevant you must be using the AddressBlock
> field. Don't! Insert the individual fields as you require them. You can then
[quoted text clipped - 14 lines]
> >
> > Thank you.
Graham Mayor - 18 Jul 2007 13:00 GMT
I said don't used the AddressBlock! Remove the addressblock field from the
document and use instead the individual fields that make up the address :(

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<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

> Graham,
>
[quoted text clipped - 35 lines]
>>>
>>> Thank you.
emc - 18 Jul 2007 14:44 GMT
Graham,

Sorry - my head is full of mince today!

I'm afraid I'm not too clued up on mail merges and don't know what a
conditional field is.  Can you please elaborate on this for me?  My data
source is coming from Access in case that is a problem.

EMC

> I said don't used the AddressBlock! Remove the addressblock field from the
> document and use instead the individual fields that make up the address :(
[quoted text clipped - 38 lines]
> >>>
> >>> Thank you.
Graham Mayor - 18 Jul 2007 15:13 GMT
A conditional (IF) field is one that inserts (or fails to insert)
information when the condition applies. The example I quoted earlier
{IF{Mergefield FirstName} <> "Fred" "{Mergefield FirstName}"}
inserts the FirstName field  when the firstname is anything other than Fred.
You have not said what conditions apply that you should omit the firstname.
http://www.gmayor.com/mail_merge_labels_with_word_xp.htm or
http://www.gmayor.com/merge_labels_with_word_2007.htm  should give you some
background to merges generally, but if you tell us what the relevant
fieldnames are and what conditions apply when you wish to insert them, I'll
tell you what to enter.
That data source is irrelevant. It is the fieldnames that matter and how you
want to display them.

Signature

<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

> Graham,
>
[quoted text clipped - 57 lines]
>>>>>
>>>>> Thank you.
emc - 18 Jul 2007 15:38 GMT
In my Prefix I have Mr/Mrs/Miss/Sir/Lady, FirstName as you would expect along
with Surname.  However, as several records have Lady as the Prefix these must
only be addressed with the Prefix and Surname, ie they cannot be addressed as
Lady Jane Brown, they must be addressed as Lady[Prefix] Brown[Surname].  
That's why I would like the merge to omit the FirstName and only insert the
Prefix and Surname in the documentation.

I hope this explanation helps.

EMC

PS  I tried the http://www.gmayor.com/merge_labels_with_word_2007.htm link
but it isn't working.

> A conditional (IF) field is one that inserts (or fails to insert)
> information when the condition applies. The example I quoted earlier
[quoted text clipped - 70 lines]
> >>>>>
> >>>>> Thank you.
Graham Mayor - 18 Jul 2007 15:46 GMT
Remove that AddressBlock field (display with ALT+F9)
Using CTRL+F9 for each pair of brackets {} enter the following

{Mergefield Prefix} {IF{Mergefield Prefix} <> "Lady" " {Mergefield
FirstName}"}  {Mergefield Surname}

Note the space between the quotes and {Mergefield FirstName} and the space
before {Mergefield Surname}. The rest is all entered on the same line (even
if it appears broken in this post).
Your address fields can follow as required.
Press Alt+F9 to display the results and merge to a new document.

Signature

<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

> In my Prefix I have Mr/Mrs/Miss/Sir/Lady, FirstName as you would
> expect along with Surname.  However, as several records have Lady as
[quoted text clipped - 94 lines]
>>>>>>>
>>>>>>> Thank you.
emc - 18 Jul 2007 16:58 GMT
Fantastic Graham, I have got it to work.

However, there is one slight tweak needed.  As some of the entries don't
have a Prefix there is a space before their FirstName.  Before you showed me
how to do this, in the Insert Word Field I had "If Prefix is not blank" in
the 'Insert this text' box I put a space and a space was created.  Where
would I put this now?

EMC

> Remove that AddressBlock field (display with ALT+F9)
> Using CTRL+F9 for each pair of brackets {} enter the following
[quoted text clipped - 106 lines]
> >>>>>>>
> >>>>>>> Thank you.
Graham Mayor - 19 Jul 2007 07:27 GMT
It needs a slight reshuffle and an extra conditional:

{ IF{ Mergefield Prefix } <> "" "{ Mergefield Prefix } " }{ IF{ Mergefield
Prefix} <> "Lady" "{ Mergefield FirstName } " }{ Mergefield Surname }

Signature

<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

> Fantastic Graham, I have got it to work.
>
[quoted text clipped - 127 lines]
>>>>>>>>>
>>>>>>>>> Thank you.
emc - 19 Jul 2007 10:10 GMT
This is working a treat, however...

as some in the database do not have a Prefix or FirstName (don't ask) they
are addressed by their surname.  I have tried to apply the logic below by
adding { IF{ Mergefield FirstName } <> "" "{ Mergefield FirstName } " } but
unfortunately when I do this it replicates the FirstName.  

EMC

> It needs a slight reshuffle and an extra conditional:
>
[quoted text clipped - 132 lines]
> >>>>>>>>>
> >>>>>>>>> Thank you.
Graham Mayor - 19 Jul 2007 14:46 GMT
But where did you put the conditional field? It should be nested eg

{ IF{ Mergefield Prefix } <> "" "{ Mergefield Prefix } " }{ IF{ Mergefield
Prefix} <> "Lady" "{ IF{ Mergefield FirstName } <> "" "{ Mergefield
FirstName } "}" }{ Mergefield Surname }

Signature

<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

> This is working a treat, however...
>
[quoted text clipped - 151 lines]
>>>>>>>>>>>
>>>>>>>>>>> Thank you.
emc - 19 Jul 2007 15:22 GMT
Amazingly I did have it in the right place but didn't have two the extra "}.

Many thanks again for this.  It has been a great help.

EMC

> But where did you put the conditional field? It should be nested eg
>
[quoted text clipped - 157 lines]
> >>>>>>>>>>>
> >>>>>>>>>>> Thank you.
Graham Mayor - 19 Jul 2007 15:57 GMT
You are welcome :)

Signature

<>>< ><<> ><<> <>>< ><<> <>>< <>><<>
Graham Mayor -  Word MVP

My web site www.gmayor.com
Word MVP web site http://word.mvps.org
<>>< ><<> ><<> <>>< ><<> <>>< <>><<>

> Amazingly I did have it in the right place but didn't have two the
> extra "}.
[quoted text clipped - 175 lines]
>>>>>>>>>>>>>
>>>>>>>>>>>>> Thank you.
 
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