Forum Discussion
fabiodero79
Mar 03, 2019Copper Contributor
Nextif Function and Mail Merge
Hello, I am trying to get a mail merge where I want separated email to be sent to a list of accounts. I would like James Green to receive one email only stating: 21/11/2018 89 26/12/2018 3...
Zorku
Apr 27, 2020Copper Contributor
MarthaN I'm working on this right now for my own project (with a bunch of tables I want to populate, which seems to be a bigger hassle,) and NEXTIF progresses my mail merge just fine.
Actually getting the mail to only display information that is new involves more steps, namely placing that information inside of an if statement.
Your subsequent lines should look something like { NEXTIF condition1 = condition2 } {If condition1 = condition2 {MERGEFIELD "Item"} }
I found it easiest to add columns to excel for my conditions (true/false)-
and if so desired, a column to COUNT how many times a customer appears on the list, which only appears on the first line of mail merge for that page.
Zorku
Apr 27, 2020Copper Contributor
Oh, I misread the subtotals idea. As presented in the original post, you would need to make a string out of the name + " total" and use that as a condition in the final line on a page (or organize your original table so that the subtotal appears on the first line instead of the last, or in another column, etc.)