I am reasonably certain this is beginner-level but I cannot seem to figure out how to do this. I have data in an ecxel file and I would like to import that data into a form using LS. I need to distribute the unique data to each recipient. (I have included an example below) I would really appreciate any advice. If there is a tutorial that explains this I would be happy to go through that. Thanks in advance.
| Customer | Acct No | Equipment | Sales Rep | Email |
|---|
| Pear Computing | 1 | Motherboard A | Jim Smith | Jim@pc.com |
| Pear Computing | 1 | Video Card A | Jim Smith | Jim@pc.com |
| Orange Computing | 2 | Motherboard B | Jim Smith | Jim@pc.com |
| Orange Computing | 2 | Super Mouse | Jim Smith | Jim@pc.com |
| Plum Computing | 3 | Awesome Monitor | Tanya Smith | Tanya@pc.com |
| Apple Computing | 4 | Motherboard S | Tanya Smith | Tanya@pc.com |
| Apple Computing | 4 | Super Mouse II | Tanya Smith | Tanya@pc.com |
| Raisin Computing | 5 | Motherboard R | Bob Smith | Bob@pc.com |
| Cherry Computing | 6 | SoundLoud Soundcard | Bob Smith | Bob@pc.com |
I would like to send a template e-mail to each sales rep at "PC.com" that says:
Dear <SalesRep>,
<Customer> has the following equipment:
<Account No> | <Customer> | <Equipment>
I would like all the data for each customer to go to the sales rep. For instance, Jim should get an e-mail stating that "Pear Computing" has two items, and a separate e-mail stating that "Orange Computing" has two items. What I want to avoid is the MS Word mail merge solution that equates to Jim getting 4 emails. I would like the equipment to be grouped by customer number or account number. I would prefer to have a dynamic layout with flowed page as the number of items per customer will vary.
PLEASE HELP!
JD
