You're welcome. :)

Great!!

Thanks Andrew! A bit swamped with other things...

Thank you!

I think this is where most people get tripped up. Curly brackets that *work* can only be inserted with Ctrl-F9. Glad it worked for you!

Thanks Karen. Good tips.

@@axydlbaaxr But how do you get it to not repeat if one customer doesn't have the maximum?

@@striplia The NEXTIF statement only executes if the condition is true. Otherwise, it does nothing. So, if a customer doesn't have the maximum, it generates the items that exist, and then does the ELSE, which is...nothing. This is demonstrated at 3:47

Did anyone solve the issue of the repeating? I have entered everything exactly but if a customer does not have the same amount of records as I have NEXTIF lines, it repeats the last record for the remaining amount of NEXTIF lines.

Thank you so much!

Omg - I'm doing the same thing now. Still having trouble though!

@@laurenmanner8219 What I ended up doing is sorted by donor name (or email), then by timestamp. Then I used the timestamp field in place of the product name in the tutorial, so that the list in the center repeated for each new timestamp. Then I used the donor email in place of the Customer in the tutorial. I created a new column called "email_compare" and did the same "shift up one" as in the tutorial.

So glad you found this useful!

@@laurenmanner8219 most people miss the CTRL+F9 to insert curly brackets. Typing {{ won't work }}.

Thank you!

You're welcome! :)

Thank you sooooo much! It worked perfectly!

You don't need to know how many customers--this will cycle through to the end of the excel file. You WILL need to create enough NEXTIF statements for your highest number of duplicated items. As to your next question, you cannot just cut and paste code in a mail merge. You MUST enter the code within the curly brackets inserted by CTRL+F9, explained here in the video: kzfaq.info/get/bejne/g6-WnMdlmM7QeKs.html

Hi Kelly--no VBA needed. One Word document, and one Excel file.

{if {ID1} = {ID2} "" {ID2}}

@@ccant2 Did you have to put the curley brackets in the SET statement as well? I still cant get it to work..

@@sheryldavis4455 Curly brackets MUST be created in Word with the CTRL+F9. kzfaq.info/get/bejne/g6-WnMdlmM7QeKs.html

At the time I made this video, I couldn't find a solution, so I devised this. If it works for you, great! If not...try searching some DIRECTORY and MERGESEQUENCE tutorials.

Sure, you could add a 2nd spreadsheet and/or tab and do some vlookups. LOL. Kidding, but ...if you have a way to solve, please share!

I think you will have many NEXTIF statements, and nested in a table. Post a video if you get it figured out. :)

I have same problem. No matter how i setup the records recreate until diminished and move to next customer. Same issue as "...I need (6) but instead of 3 emails with 3 groups of six records I'm getting 18 emails with each email being just one record down from the previous. Any idea how to get word to recognise groupings?" Any Solution?

@@kevinmacniven2861 Same issue, any luck?

same!

@@mooner2000 I got it working. If you highlight and then press Alt+F9 (or in my case, Alt+Fn+F9) you will be able to see the full code again.

@@AndySheltonMusic Awesome! worked...

I do consulting, but it is paid work.

@@axydlbaaxr I'd like to get some consulting work done on my small project. How can I contact you?

David - did you get a response for this?

I struggled with this same thing, and didn't really find a great solution. However, I did find a kind of kludgy one. I originally had the repeating lines formatted in a table, with a nice alternating background for the rows. But since I couldn't figure out a way to suppress the blank lines, I abandoned that, and redid the table just with tab stops. The blank lines still show up, but when I merge to a new document, I can easily do a search and replace for all the lines that just have a bunch of tab characters leading up to a paragraph (e.g., replace "^t^t^p" with " "). In my particular case, this found >2,000 instances, and replaced them all in one second or so. This gave me almost the result I was looking for. Close enough for my needs at the moment! The moral of the story is that your merge document needs to contain as many repeated lines as the largest number of repeated records. Then you do the merge, and clean it up later.

@@andrewclarke598 I think this is about as elegant solution as we can expect, given the limitations of Mail Merge. Nice work!

@@andrewclarke598 Can you share more re: the tab stop process you followed to remove the extra lines?

I think you will have many NEXTIF statements, and nested in a table. Post a video if you get it figured out. :)

@@axydlbaaxr is there a command to add another column below in mail merge? 😂

Facing same issue

I had the same issue when viewing the emails in the Mail Merge. However when I sent them it only sent one copy to each recipient

@@davidentinger4041 Thanks for confirming, I was worried I might send multiple emails to one individual email address. Within Word it says I have 1714 letters, when I don't want that many sent. Still going to fake the email addresses just to be sure.

Sounds like there is an issue with your ID1=ID2 or SET ID1

Same issue. It groups my records well in the first email, but in the next email, the first client appears again and misses the first record. would it still send multiple emails to the same client? That's what I want to avoid

I'd love it if you made that video. Send a link when you're done!

Possibly you could try additional nested NEXTIF commands....

And also, how to get each customer to start on a new page?

I've the same question. Did you solved it?

Sure, you would do that in a column in you spreadsheet--then add to the VBA Code.

Please remember-- CURLY BRACKETS MUST BE INSERTED WITH CTRL+F9. No, you cannot copy/paste. No you cannot simply type them in. Well, you can, but you will fail at writing the code needed. :) Only CTRL+F9 will insert the curly brackets as readable code.

Take a look at your code again, particularly the SET and IF statements

@@axydlbaaxr I have checked these fields again and it is now putting the first two items on the first document but is repeating Item 2 again on the next document.. Is it possible for me to send you a snip of my code?

Hi but how many times of the next if code needs to be inputted? Say if i know my max repeated row are 7, does that mean i need to input 7 times?

i have the same now.. please update me.

I suspect the ID1= ID2 or SET ID1 is not set right, or you didn't offset column E correctly.

That is the end of one Curly Bracket and the beginning of another }{ -- Please remember-- CURLY BRACKETS MUST BE INSERTED WITH CTRL+F9.

Did you ever figure this out?

Mail Merge has email capabilities, yes. You'll have to look elsewhere for a tutorial on that, though.