Mail merge with details

[OCM]

Hi,

I use word (office 365) to create a mail merge. The sample below is to show the data fields included in my excel data source and the body of the word document. Everything is working as intended except for the detail field. If it helps, the detail can be a word table, excel file and/or a screenshot.

Date: <current date > Company Name Agent’s Name Company’s Address 1 Company’s Address 2 Company’s City, Company r’s State Company’s Zip Code e:mail: Case #: Amount: Detail Dear <Agent’s name> …Body of text… In reviewing the record submitted we identified the following <Detail> Name​ Date of Service​ Amount​ Name #1​ 12/1/2021​ $1,892.48​ Name #2​ 9/18/2022​ $2,455.51​ Name #3​ 6/23/2020​ $4,086.58​ Name #4​ 6/14/2022​ $2,455.51​ Name #5​ 5/17/2022​ $2,455.51​ Amount ​ $13,345.59 We determined an overpayment of the above <Amount>

Any ideas?

TIA

Regards

 

[macropod]

See, for example: https://www.msofficeforums.com/151706-post25.html
and especially the revised version of the document in: https://www.msofficeforums.com/151784-post33.html

 

[OCM]

Hi Macropod,
Thanks for your feedback. I was able to accomplish the intended result!

Regards,