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Creating a conditional mail merge from an parameter query.

  1. #1
    NelsonKauley is offline Novice
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    Creating a conditional mail merge from an parameter query.

    Hi



    I need some directions on how to proceed.

    I use an access db that stores our customer info on a mssql backend. I need to be able to create a mail merge based on a customers renewal date. Now I do know how to set parameters in a query but is there a way I can use a access report to enter a month and day they are set to renew then have it create the mail merge based on their info?

    The Layout is faily simple just a renewal notice with what they have on their plan.

  2. #2
    June7's Avatar
    June7 is online now VIP
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    You want to filter report to records where renew is set for a specific month and day. Certainly can be done. Need to know more about your data.

    What date data is in table? Is renewal date a field in table or is it calculated on some other date value?
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  3. #3
    NelsonKauley is offline Novice
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    The renewal date is a field in the contract table. I also have to pull data from the customer table then what appliances they have from the appliance table. Lots of fun lol.

  4. #4
    June7's Avatar
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    Several ways to set filter for report (or form).

    1. Hard code in the query or Filter property of report

    2. Input prompts in query or Filter property - I never use this, can't validate user entry

    3. Query or Filter property reference to inputs into controls of form

    4. In code use WHERE CONDITION of DoCmd.OpenReport (or OpenForm), again, can be hard coded or InputBox prompt or reference to controls on form

    Apply criteria under the Renewal Date field.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

  5. #5
    NelsonKauley is offline Novice
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    Okay awesome! Thanks so much you have been a great help!

  6. #6
    NelsonKauley is offline Novice
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    Okay so I have created my queries!! Total of 4 of them for each corresponding part of the renewal and confirmation letters I am making. So next I need to create a report of some kind that will allow me to search for a customer based on the contract id or renewal date. Now if searching based on renewal date there will be more then one. Would access create a seperate report page for all the items in that range???

  7. #7
    June7's Avatar
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    Depends on how you design the report. There is a ForceNewPage property of the report Detail section.
    How to attach file: http://www.accessforums.net/showthread.php?t=70301 To provide db: copy, remove confidential data, run compact & repair, zip w/Windows Compression.

Please reply to this thread with any new information or opinions.

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