Hello,

I am creating a mail merge template for our CRM quotations.

Ideally I want the quote products in a table, the first row of the table
being row headers.

I've had a go... but am struggling to get only the first row not to repeat.
Has anyone got any examples that I can look at?

Many thanks,

Marcus Robinson

--
MR ICT Ltd - http://www.mrict.co.uk

Hi Marcus,

the template that comes with CRM has all the details that you need to
customise your own - just press Alt-F9 in Word to show field codes. The way
to filter out non-repeating header is to insert conditional MERGESEQ field
which will equal 1 for the first row. Having said that, I don't think you'll
be able to conditionally display rows in a single table, e.g. header, not
easily anyway. Displaying separate single-row tables per data row is quite
easy though and you can "fix" the layout by formatting.

Hope this helps
--
George Doubinski
CRM Certified Professional - Developer
Blog: http://crm.georged.id.au/


"Marcus Robinson - MR ICT Ltd" <visitourwebsite@mrict.co.uk> wrote in
message news:u72jkmUfIHA.4728@TK2MSFTNGP03.phx.gbl...

The included template uses tabs to format the data rather than a table. I
used this as a starting point.

I have been truing to replicate the existing layout of our non CRM
quotations which use tables.

I tried the multiple single row tables, but always have a "paragraph" after
the first conditional row (the header). I cannot delete this in Word, it
seems that each part of conditional code has a carriage return after it -
and we have no choice about it.

If you think otherwise please let me know!

Thanks for the help,

Marcus



"George Doubinski" <georged.delete@alexanders.remove.net.au> wrote in
message news:#QTvT4XfIHA.4760@TK2MSFTNGP06.phx.gbl...

Hi Marcus,

hear you, hear you... I personally was not able to find a method/layout in
Word to create both conditional header/footer (i.e. customer address,
company's logo, totals, etc) and continuous table with one row per record.
Table merges fine only until it is part of the conditional merge in which
case, as you noticed, each record ends up in a separate single-row table.
What I ended up doing is performing all sort of formatting tricks so it does
look nice but rows are still separate.

What I suggest investigating is an option of performing mail merge using
tabs but mark beginning and end of the "details table" with bookmarks. After
merge is complete, execute macro that selects the text between bookmarks and
runs WordBasic.TextToTable command (use macro recorder to get the syntax
right).

Hope this helps
--
George Doubinski
CRM Certified Professional - Developer
Blog: http://crm.georged.id.au/


"Marcus Robinson - MR ICT Ltd" <visitourwebsite@mrict.co.uk> wrote in
message news:OIGMz92fIHA.3632@TK2MSFTNGP06.phx.gbl...

Dear George/Marcus,
I have been encountering the exact same problem. Did you find any
resolution to this problem? I also didnt get your idea on how we could
tackle this problem, George. please any help would be appreciated.

Amir Allam
CRM certified professional