I don't know if my topic name resonates; my question is this: I have a large spreadsheet of data associated to salespersons where each person may have hundreds of records (total is 60,000); assuming I can relate each person to an email address within the spreadsheet.. is there a way for me to "mail merge" this spreadsheet through Outlook for the purpose of emailing each salesperson the spreadsheet but with only those records associated to them;
ex: If "Joe" has 100 records out of the 60,000... I want an automated process that will email the spreadsheet to Joe, but only including the 100 records tagged to him
I have tried using the WORD "mailings" process where you can send via email and select the source data from my excel spreadsheet.. but if Joe has 100 records, it wants to send Joe 100 emails (each with 1 record) versus just one email showing all 100 records
Hi Craig,
That can be done with a special setup: for all similar items (in Sheet1, column B is the one that will group data into a new email, when column B names are different from the above rows.), we send data to a table, and this table will be send after all items for this Customer are collected.
Hope the attached file will demonstrate that.
Of course, the list should be sorted by column B before running the code.
Catalin
