Creating mail merge letters with multiple rows for each page

Question

I'm trying to create receipts for a non-profit organization.  I'd like to create one receipt for each person who has donated and have each of their transactions on the same sheet.  I've tried many things but I'm completely lost here.  It just keeps going to the next page and creating a page for each transaction.

Answer 1

Use the ManyToOne utility on my MergeTools Add-in

You can download the MergeTools – 20140218.dotm Add-in that I created from the following page of my One Drive:

http://bit.ly/1hduSCB

The file needs to be saved in the Word Startup folder.  In Windows XP the default location for that folder is

C:\Documents and Settings[User Name]\Application Data\Microsoft\Word\STARTUP

In Windows Vista and Windows 7, 8 or 8.1 it is

C:\Users[User Name]\AppData\Roaming\Microsoft\Word\STARTUP

If you do not see the AppData folder: -

In Windows 7, - In Windows Explorer, click on the Organize drop down and then on Folder and search options and in the Folder Options dialog, go to the View tab and select the item "Show hidden files, folders, and drives".  While there, it is a good idea to uncheck the box of "Hide extensions for known file types".

In Windows 8 and 8.1, in the File Explorer, click on Options on the View tab of the ribbon and then on the View tab in the dialog that appears and select the item "Show hidden files, folders, and drives".  While there, it is a good idea to uncheck the box of "Hide extensions for known file types".

When that has been done and Word is started\re-started, the tab shown below will be added to the Ribbon:

One thing to note is that the field names in the data source must contain only alphanumeric characters (No @,#,$,%,&,(,), etc) and the field names must not start with a numeric character (0-9).

You may also want to download:

1. the Merging with Attachments document that is also on that page which explains how the system is used.  It is not actually necessary to have separate attachments as the facility can be used to send just the documents created by the merge itself as attachments, either as the body of the message itself or in the form of Word files or .pdf files.
2. the Mail Merging with Charts document that is also on that page.  That document explains how you must set up the Excel Data Source and the Mail Merge Main document to be able to execute a merge with a Chart that is unique to each record in the data source.
3. the Using the Many to One Facility document that describes how to use that facility.

Answer 2

You can also use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version), without the need for an addin. 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://windowssecrets.com/forums/showthread.php/154370-Microsoft-Word-Catalogue-Directory-Mailmerge-Tutorial

or:

http://www.gmayor.com/Zips/Catalogue%20Mailmerge.zip

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 some worked examples, see the attachments to the posts at:

http://www.msofficeforums.com/mail-merge/9180-mail-merge-duplicate-names-but-different-dollar.html#post23345

http://www.msofficeforums.com/mail-merge/11436-access-word-creating-list-multiple-records.html#post30327

http://windowssecrets.com/forums/showthread.php/157725-Word-2010-Merge-from-excel-into-Table-Directory?p=928391&viewfull=1#post928391

Answer 3

I have the addin saved in the right place but only buttons I get are the "Start Merge Process" and "Misc. Functions".  When I click "start merge process" I get a dialog box that says fields don't match and I need to use the "clean the worksheet" button.  When I click "clean the worksheet" I get a box saying there should be no phantom fields.  To my understanding, I have no phantom fields.  Where am I going wrong?

Answer 4

@MacroPod, is there anyway I can access your tutorial without signing up for something?

Answer 5

You don't have to register at the site referred to in the second link.