Merging several records from CRM into one document based on person

Merging several records from CRM into one document based on person

Hi! 

I wasn't really sure how to word my title to express the problem I'm having. Here is what I need help with...

When a person registers for a course for us, it creates a record in our CRM. So if John Doe registers for Course #1, that is a record. If John Doe also registers for Course #3 and Course #7, those are additional records. Let's say we have 10 courses. John has registered for three of them. I want to send him a schedule with the course information from the module, but only for the courses he registered for. 

In Writer, I've created a merge template. I've attached the Data Source that houses these records in the CRM. I've created a filter so it only access the courses that are taking place this June and July. I've set the advanced merge field "repeat" to include in rows (inserts a table). 

The problem is, it is including every single record in that module for every person who registered. So, instead of showing his three courses, it is showing 1000s of records for all the people who have registered. 

How do I filter it to only merge the courses the individual teacher registered for? 



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