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MS Office Forum / Word / Mailmerge and Fax / June 2004Mail Merge to multiple documents
This is a rather complex problem. We have a client who prints several different merged letters each night. From their database, they select which letter is supposed to be printed for each of their customers. (Currently, they are making a separate exported table for each letter and meging each table to it's corresponding document.) What they would like to do is batch print all the letters at the same time, sorted by zip code. For example: Customer A gets Letter 1 Customer B gets Letter 1 Customer C gets Letter 2 Customer D gets Letter 2 Customer E gets Letter 1 etc... Is there a way to merge the db with the 2 letters in a single document? Perhaps using Master / Sub-documents? Or letter 1 is the first page, letter 2 is the 2nd page, etc.? If yes, is there then a way to sort the merged letters by the Zip Code field? TIA. Forget Master/Sub Documents! How different are the letters? Can the differences be accommodated by the use of If ... then ... Else fields that check for the zip code  SignaturePlease post any further questions or followup to the newsgroups for the benefit of others who may be interested. Unsolicited questions forwarded directly to me will only be answered on a paid consulting basis. Hope this helps Doug Robbins - Word MVP > This is a rather complex problem. > > We have a client who prints several different merged letters each night. From their database, they select which letter is supposed to be printed for each of their customers. (Currently, they are making a separate exported table for each letter and meging each table to it's corresponding document.) What they would like to do is batch print all the letters at the same time, sorted by zip code. > For example: > Customer A gets Letter 1 [quoted text clipped - 5 lines] > > Is there a way to merge the db with the 2 letters in a single document? Perhaps using Master / Sub-documents? Or letter 1 is the first page, letter 2 is the 2nd page, etc.? > If yes, is there then a way to sort the merged letters by the Zip Code field? > > TIA. There are 7 basic letters - not all of which will be printed every day - with variations in the body of the letter depending on the salesperson/marketer. So I dont think a simple if...then...else statement will work. Is there a way to do the individual merges, merge to a file without printing, combine all the merged letter files into one file, then sort by zip code, then print? The crux of what the customer wants is to just have the whole batch of ~2000 letters print in zip code order so they dont have to be manually sorted after printing (for postal discount rate). SignatureJennifer Dargis Figtree Consulting, Inc. Morris Plains, NJ > Forget Master/Sub Documents! > [quoted text clipped - 28 lines] > > > > TIA. We would need to know more about the seven letters and what the differences are to comment on that part of it, but it is certainly possible to sort the datasource by the zip code field so that the documents that are produced by the merge are in that order. SignaturePlease post any further questions or followup to the newsgroups for the benefit of others who may be interested. Unsolicited questions forwarded directly to me will only be answered on a paid consulting basis. Hope this helps Doug Robbins - Word MVP > There are 7 basic letters - not all of which will be printed every day - with variations in the body of the letter depending on the salesperson/marketer. So I dont think a simple if...then...else statement will work. > Is there a way to do the individual merges, merge to a file without printing, combine all the merged letter files into one file, then sort by zip code, then print? > The crux of what the customer wants is to just have the whole batch of ~2000 letters print in zip code order so they dont have to be manually sorted after printing (for postal discount rate). > > Forget Master/Sub Documents! > > [quoted text clipped - 28 lines] > > > > > > TIA. The letters are different approval/disapproval of application letters, that would vary depending on who the salesperson is. 7 different letters, 15 or so different salespeople, not a set number of each letter printed each time. Sorting the data source isn't the issue because all the letters will be different. It's the last step that needs to be sorted - just before printing - so that all the assorted 2000+ letters print in one batch in zip code order, so they dont have to be manually sorted by zip code after printing. SignatureJennifer Dargis Figtree Consulting, Inc. Morris Plains, NJ > We would need to know more about the seven letters and what the differences > are to comment on that part of it, but it is certainly possible to sort the [quoted text clipped - 58 lines] > > > > > > > > TIA. If your client wants to engage me directly, I'll sort it out for them. SignaturePlease post any further questions or followup to the newsgroups for the benefit of others who may be interested. Unsolicited questions forwarded directly to me will only be answered on a paid consulting basis. Hope this helps Doug Robbins - Word MVP > The letters are different approval/disapproval of application letters, that would vary depending on who the salesperson is. 7 different letters, 15 or so different salespeople, not a set number of each letter printed each time. > Sorting the data source isn't the issue because all the letters will be different. It's the last step that needs to be sorted - just before printing - so that all the assorted 2000+ letters print in one batch in zip code order, so they dont have to be manually sorted by zip code after printing. > > We would need to know more about the seven letters and what the differences > > are to comment on that part of it, but it is certainly possible to sort the [quoted text clipped - 58 lines] > > > > > > > > > > TIA. |
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