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in this example were going to go ahead and cover putting related lists into a formatted table were going to be using our account detail merge template on the account object in your document go ahead and insert a 5x2 table the top row is going to be for our column headers we will name them name title department email and phone in that order once youve named your columns add the respective fields into the cells below in the merge field generator lets go ahead and leave the type drop down as account fields and related objects select the field or related object drop down and scroll to the bottom until you find related objects and select or search for contacts a second drop down is going to go ahead and appear under the first field or related object drop down in this the merge fields that were going to work with are first name last name title department email and business phone you can then format the column widths and border color as you so choose go ahead and preview the merge docume
