Group records in mail merge

[chestyxbond]

I'm doing a mail merge from an excel spreadsheet of investors. In the merged document, I would like to have a header that says "Advisors" and list all the records that have "Advisor" in the investor type field, then a header that says "Public Pension Funds" and all of the records that have that in the investor type field, etc etc.

Can someone explain to me how this is done, or if it's convienient what it's called so I can learn it in the help section or maybe a tutorial on the web???

Thanks so much,

Daniel

 

[Dreamboat]

Go to the Word MVP site at

http://www.mvps.org/word/FAQs/

and check out mailmerge stuff.

It's called catalogue...
And you'll need if/then statement...(I think)

Everyone I've sent there has found their answer. But if you have any problems, just ask back here.

http://www.VictimPhotos.com

http://www.PiersonTech.com

Brainbench MVP for Microsoft Word
techsupportgirl@home.com

 

[chestyxbond]

I didn't see it in the mail merge FAQ there.

I think that what I need is an if/then statement that says something like "if the Investor Type field equals the Investor Type field in the previous record, then don't display anything here."

I would write it myself, but I don't know much about this stuff, and I have no idea how to refer to a field in another record... does anyone want to take a stab at that one?

Daniel

 

[Dreamboat]

Dan: Go back to the link. There are tabs across the top of the window. The first one, top left, is mailmerge. I admit, I had a hard time "seeing" them too. They don't stand out very well, do they?

http://www.VictimPhotos.com

http://www.PiersonTech.com

Brainbench MVP for Microsoft Word
techsupportgirl@home.com

 

[chestyxbond]

I read the if...then FAQ for mail merge, but I didn't see anything that taught me how to refer to the previous record in the statement. Could someone please help me figure this out??? I think the logic in the statement above is correct, but I have no idea what the syntax would be.

Thanks,

Daniel