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Difficult Mailmerge

  • Posted:
  • Proposals: 8
  • Remote
  • #4455339
  • Awarded
Mohsin A.Iyanu O.Oluwatosin John I.Elizbeth O.Janet A. + 3 others have already sent a proposal.
  • 1

Description

Experience Level: Entry
I am seeking an experienced freelancer to assist with a complex mail merge project for a Total Compensation Statement. The template is already established, but I require functionality that excludes any lines with zero values, creating a dynamic, collapsible list instead of a static one. For instance, if an individual does not have a bonus, that line should be omitted entirely. This requirement also extends to other items such as meal allowances and parking allowances. Your expertise in advanced mail merge techniques will be essential to achieve this tailored solution.

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Clarification Board Ask a Question

  • Elizbeth O.

    Brett, to make sure I deliver the cleanest, most dynamic statements without any trial-and-error, could you share whether your data source is Excel, CSV, or another format, and confirm if the template needs to stay fully editable for future updates?

  • Elizbeth O.

    Brett, to ensure I implement the most efficient solution, could you confirm if all compensation data for the statements is already finalized, or will updates continue while the mail merge is being set up?