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#1
Posted to microsoft.public.word.mailmerge.fields
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mail merge single letter quickly
How do i set up a template to mail merge a single letter ( with salutation
and other fields of course ) quickly to one BCM contact. They cant answer the question in that group satisfactorily. I dont wish to go through the wizard and 8-12 clicks in total. I just wish to design a template with merge fields, have 10-20 of these appear on a menu, and then just pick one from teh menu to merge to the current contact, ready to fax or email with an extra click. In act! and goldmine contact managers you can do this in 3 clicks with Word or their built-in word processor. Please help me make the transition to office and bcm by showing me how here. Thanks for any guidance. Again, I just want to shoot a predefined letter to a single contact, not a large group mail merge. |
#2
Posted to microsoft.public.word.mailmerge.fields
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mail merge single letter quickly
Turn on the Mail Merge toolbar by selecting Toolbars from the View menu and
check the Mail Merge item. Then use that rather than the Wizard. -- Hope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP "Ed Marmon" wrote in message ... How do i set up a template to mail merge a single letter ( with salutation and other fields of course ) quickly to one BCM contact. They cant answer the question in that group satisfactorily. I dont wish to go through the wizard and 8-12 clicks in total. I just wish to design a template with merge fields, have 10-20 of these appear on a menu, and then just pick one from teh menu to merge to the current contact, ready to fax or email with an extra click. In act! and goldmine contact managers you can do this in 3 clicks with Word or their built-in word processor. Please help me make the transition to office and bcm by showing me how here. Thanks for any guidance. Again, I just want to shoot a predefined letter to a single contact, not a large group mail merge. |
#3
Posted to microsoft.public.word.mailmerge.fields
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mail merge single letter quickly
I have a ribbon, not a toolbar.
"Doug Robbins - Word MVP" wrote in : Turn on the Mail Merge toolbar by selecting Toolbars from the View menu and check the Mail Merge item. Then use that rather than the Wizard. |
#4
Posted to microsoft.public.word.mailmerge.fields
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mail merge single letter quickly
I don't use BCM but a brief look suggests to me that
a. if you want to select a BCM contact in one of the standard Outlook views you would probably be able to do what you need using some Outlook VBA code, which would be very similar to the code used to generate a letter for any contact. You may be able to find code for that at www.slipstick.com. I also have some somewhere but it hasn't been in service for a long time. b. if you want to select a BCM contact in the view where you see all the contacts for an account, things may be very different. Without looking much more deeply into the Outlook and BCM object models, I can't tell whether it is possible to work out which contact(s) you have selected in that list. Further, there does not appear to be any configurable drop-down menu associated with the contacts in that view, so you might have to start from a button in the toolbar, or modify the ribbon c. although you can add a small number of "traditional" buttons to the user interface, to do anything with the ribbon I believe you have to code in Visual Studio.NET with Visual Studio Tools for Office. Unlike VBA, that stuff is not built into Office and is (in my opinion) a completely different ball game for an end user to get to grips with. I don't know why MS does not put really obvious stuff like this into their software but if the facility is built-in I'm sure the BCM people would have known about it. At the very least it might be worth asking them if they think the above summary is reasonably close to the mark. Peter Jamieson "Ed Marmon" wrote in message ... I have a ribbon, not a toolbar. "Doug Robbins - Word MVP" wrote in : Turn on the Mail Merge toolbar by selecting Toolbars from the View menu and check the Mail Merge item. Then use that rather than the Wizard. |
#5
Posted to microsoft.public.word.mailmerge.fields
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mail merge single letter quickly
Thanks for the thoughtful answer. If anyone deserves a consultancy fee, I
think it is you! "Peter Jamieson" wrote: I don't use BCM but a brief look suggests to me that a. if you want to select a BCM contact in one of the standard Outlook views you would probably be able to do what you need using some Outlook VBA code, which would be very similar to the code used to generate a letter for any contact. You may be able to find code for that at www.slipstick.com. I also have some somewhere but it hasn't been in service for a long time. b. if you want to select a BCM contact in the view where you see all the contacts for an account, things may be very different. Without looking much more deeply into the Outlook and BCM object models, I can't tell whether it is possible to work out which contact(s) you have selected in that list. Further, there does not appear to be any configurable drop-down menu associated with the contacts in that view, so you might have to start from a button in the toolbar, or modify the ribbon c. although you can add a small number of "traditional" buttons to the user interface, to do anything with the ribbon I believe you have to code in Visual Studio.NET with Visual Studio Tools for Office. Unlike VBA, that stuff is not built into Office and is (in my opinion) a completely different ball game for an end user to get to grips with. I don't know why MS does not put really obvious stuff like this into their software but if the facility is built-in I'm sure the BCM people would have known about it. At the very least it might be worth asking them if they think the above summary is reasonably close to the mark. Peter Jamieson "Ed Marmon" wrote in message ... I have a ribbon, not a toolbar. "Doug Robbins - Word MVP" wrote in : Turn on the Mail Merge toolbar by selecting Toolbars from the View menu and check the Mail Merge item. Then use that rather than the Wizard. |
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