Excel and mailmerge

Hi,

I've got a list of clients, and I need to contact them in different ways each week. The way they are contacted is always in the same order. So week 1 is call with word template 1, week 2 is email with word template 2, week 3 = print letter from word template 3, etc.
so, column 1 is client, 2 = telephone #, 3 = email, 4 = address, and 5 thru 16 are templates 1 thru 12. under each template, I enter the date that it was accomplished. I would like to

1. add a column to list the first column header that does not yet have a date in it.

2. add another column with a hyperlink to the template document listed in 1

3. have the hyperlinked document open when I click the link with specific fields from the row in question filled in mailmerge style so that I can have it to read out, copy paste email, or print as needed.

I'd really appreciate a point in the right direction!

What I have:

client telephone email address template1 template2 template3 template4 template5
ann 12345 x s 1/15/15 2/6/14 3/15/15 10/4/15
bebe 259874 g p 2/6/14 3/15/15 10/4/15 11/18/15
celine 345987 s l 3/15/15 10/4/15 11/18/15 11/11/15
dan 459845 f k 10/4/15 11/18/15 11/11/15
eve 56812 w t 11/18/15 11/11/15
frank 61289 m f 11/11/15
gerde 72658 y s

What I want:
New column name: Next
Returns the name of the column header (Template 1,2,3,4, or 5) that has no date.
for client ann, the correct answer is template 5.
For client gerde, the correct answer is template1

New column name: hyperlink
gives hyperlink to template 1,2,3,4 or 5

If I click the hyperlink, it opens and populates with data from that row

Sorry I cant upload the sample file because im home and I have open office calc here, I need this info to use at work with MS excel, but cant access internet there

When I tried uploading a calc file, it gave error: invalid file type

Attach a sample workbook. Make sure there is just enough data to demonstrate your need. Include a BEFORE sheet and an AFTER sheet in the workbook if needed to show the process you're trying to complete or automate. Make sure your desired results are shown, mock them up manually if necessary.

Remember to desensitize the data.

Click on GO ADVANCED and use the paperclip icon to open the upload window.

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Are you doing an actual mail-merge using Excel as a data source for a Word mail-merge document? If you use Word, a lot of what you want to do can be accomplished by Word's mail-merge facility and using IF statements with the mail-merge fields.

This may be of help:
https://support.microsoft.com/en-us/kb/211363

Frankly, this doesn't sound like a job for mailmerge at all. If all you're doing is generating a document with a list of data matching a set of criteria in Excel, all you need is a Word document with a DATABASE field. For an example of this, see: http://www.msofficeforums.com/mail-m...html#post67110