troubleshooting Question

Mail Merge with expanding table

Avatar of Angela Percy
Angela Percy asked on
Microsoft WordMicrosoft Excel
16 Comments1 Solution196 ViewsLast Modified:
I am trying to put together a letter that takes data from a large table of real estate agents that have tenants who have received financial assistance for their Bond.  

I have a letter that is the first page, that needs to include the field:
Landlord Name
Address
Suburb
Postcode
State

Then a table on the 2nd page that needs to include the fields:
Tenant Name
Property Street Address
Property Suburb
Property Bond Number
Bond Amount
Date Paid

I have tried to use formulas to get this to work, but I can only get a separate letter for each landlord and each tenant.

I need a letter for each landlord with a list of their tenants in each letter - so some may have one tenant and some may have twenty tenants.

Any help would be greatly appreciated.

I've attached the letter (basic mail merge only) and the file I've been using of test data.
Let---Bond-Review---Lessor---DRAFT-.docx
Copy-of-DATA---Test-Data-Bond-Review.xls
ASKER CERTIFIED SOLUTION
Roy Cox
Group Finance Manager

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