I am using excel for mail merning via Word (merge fields). I am using the "Mapilab Mail Merge Toolkit" plugin for word.
Introduction: I extract data from CRM into Excel lists. These lists are in the format below. I want to "turn" these fields around, so that I have one line per e.g. project or another row like the project row (e.g. list of managers or countries):
CRM extract to Excel
Row 1 Row 2 Row 3 Row 4
Project name Person name Address Email
Project 1 Peter B Silver Street 21 peter@[login to view URL]
Project 1 Niels T Blackroad 4 nt@[login to view URL]
Project 1 Jan R Sun Street 5 janR@[login to view URL]
Project 2 Jens R Grey 2 jens@[login to view URL]
Project 2 Robert C Denmark Street 8 Robert@[login to view URL]
It should be transformed to
Row 1 Row 2 Row 3 Row 4 Row 5 Row 6 Row 7 Row 8 Row 9 Row 10
Project name Person name 1 Person name 2 Person name 3 Address 1 Address 2 Address 3 Email 1 Email 2 Email 3
Project 1 Peter B Niels T Jan R Silver Street 21 Blackroad 4 Sun Street 5 peter@[login to view URL] nt@[login to view URL]
janR@[login to view URL]
Project 2 Jens R Robert C Grey 2 Denmark Street 8 jens@[login to view URL] Robert@[login to view URL]
The above is just an example, when we do extracts from CRM it could also be other rows, both like the project name row where the same name are repeated or the other rows are with individual data per field.
Sometimes its also more than 3 records per project, so therefore e.g. there could also be +10 email rows or person rows as an example. The names of the rows are always in line number 1.
The plugin should be with an easy to use interface. E.g. with drop downs about which fields to transform in which way (project way or other rows way).
The code should be descriptive and commented.
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