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I've an Excel spreadsheet with the base data for a Word Mailmerge.

Each policy is on a different line, however a client may have four lines. I want one letter to be sent to a client based on all of their policies in the data source. Is this possible?

Data contains: ID, Name, Address, Policy, Underwriter

Mailmerge has a table and in the table if the client has one row I want it to show only that one row, if they have four rows, I want it to show all four, for example. I can do it if all the data appears on one row but not if it's on multiple.

Andreas is moving to Codidact
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DrewSmith
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  • This is often known as a one-many Mailmerge in Word, and I suggest you search for that term as there are several approaches to solutions out there (and you may find coverage of some of them in here and/or superuser.com as well). – jonsson May 24 '23 at 19:43
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    See, for example: https://www.msofficeforums.com/mail-merge/38721-microsoft-word-catalogue-directory-mailmerge-tutorial.html – macropod May 25 '23 at 04:51

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