Hi,
I have an Excel 2003 spreadsheet and i mail merge it with a word document. A sample of the spreadsheet is shown below:
client
name Policy_no plan_code fund1_val fund2_val
A 12345 8CP 200 100
A 12345 OP 231 0
B 23456 2G 564 200
C 56789 9SP 233 145
C 56789 OP2 543 150
C 56789 OP3 765 200
With these data I create a letter (using VBA - because according to the plan specific documentation is needed) to the client showing him the policy and the funds in which he invested. In some cases a policy might have an additional plan with investment in funds. Is there a way that I can show in the same letter to the client all the plans and the funds he invested? I saw in other forums mergeseq but I cannot understand how it works (you see I am new at these!)Any help will be appreciated.
thanks a lot
mdafni
I have an Excel 2003 spreadsheet and i mail merge it with a word document. A sample of the spreadsheet is shown below:
client
name Policy_no plan_code fund1_val fund2_val
A 12345 8CP 200 100
A 12345 OP 231 0
B 23456 2G 564 200
C 56789 9SP 233 145
C 56789 OP2 543 150
C 56789 OP3 765 200
With these data I create a letter (using VBA - because according to the plan specific documentation is needed) to the client showing him the policy and the funds in which he invested. In some cases a policy might have an additional plan with investment in funds. Is there a way that I can show in the same letter to the client all the plans and the funds he invested? I saw in other forums mergeseq but I cannot understand how it works (you see I am new at these!)Any help will be appreciated.
thanks a lot
mdafni