I do see where you can pick another document. The trouble is that my fax
template doesn't contain outlook contact merge fields and I don't know how to
add them to the template (or do I have to do this each time I use the
template).
Maybe, I should back up a bit . . . I am a new user to Outlook w/ Business
Contact Manager. I am evaluating it for our small company. We've been using
ACT database software for 10 years and if you want to write a letter, fax, or
email all you do is choose your customer and click write letter, write fax,
etc (or choose a template) and it then opens Word with all the prefilled
contact information. Is this something that can be done through Outlook w/
BCM? or is there an add-on product to do this with Outlook?
I greatly appreciate any assistance.
"Cindy M." wrote:
Hi ?B?Y21nbGFzZXI=?=,
Thank you for the help. I was able to do the mail merge starting from
Outlook, which was a big help however, what if I want to use a given
template? For instance, have the contact info. merge directly into a fax
template. Can I do that?
Read through that dialog box for Mail Merge in Outlook very carefully. The
second section lets you choose an existing document as the starting point.
Cindy Meister
INTER-Solutions, Switzerland
http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005)
http://www.word.mvps.org
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