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#1
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Hello:
I am having difficulty understanding the mail merge process as it would apply to using a form letter utilizing contact information from the Outlook program. I was a Goldmine user for several years and have become very comfortable with the word link/merger process. For those who are not familiar with that process I will try to explain the basics: One would select a contact and then through the menu choose write a form letter. Then you select the form letter that you previously set up, it could be proposal for example. Word would then open and populate all of the fields in the document with the contact information. It was very handy, especially when you may have a clients company name inserted multiple times throughout the document. I am trying to accomplish the same thing with Word and Outlook, and I am pretty sure that it is possible; I just can't seem to make it work. I am specifically looking for the following answers: 1. How do I save fields in a template to be used at a later time in a mail merge? 2. Do I need to design a Macro to accomplish this task? 3. How?? I appreciate comments on the subject. Respectfully, Robert |
#3
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Thanks for your response.
I am currently using Outlook 2007. I cannot find that menu option. Hopefully Microsoft will enhance that feature in the final release. "Suzanne S. Barnhill" wrote: See http://www.gmayor.com/mailmerge_from_outlook.htm -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Robert RVF" Robert wrote in message ... Hello: I am having difficulty understanding the mail merge process as it would apply to using a form letter utilizing contact information from the Outlook program. I was a Goldmine user for several years and have become very comfortable with the word link/merger process. For those who are not familiar with that process I will try to explain the basics: One would select a contact and then through the menu choose write a form letter. Then you select the form letter that you previously set up, it could be proposal for example. Word would then open and populate all of the fields in the document with the contact information. It was very handy, especially when you may have a clients company name inserted multiple times throughout the document. I am trying to accomplish the same thing with Word and Outlook, and I am pretty sure that it is possible; I just can't seem to make it work. I am specifically looking for the following answers: 1. How do I save fields in a template to be used at a later time in a mail merge? 2. Do I need to design a Macro to accomplish this task? 3. How?? I appreciate comments on the subject. Respectfully, Robert |
#4
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Another illustration of the importance of mentioning version, *especially*
when it is a beta. -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Robert RVF" wrote in message ... Thanks for your response. I am currently using Outlook 2007. I cannot find that menu option. Hopefully Microsoft will enhance that feature in the final release. "Suzanne S. Barnhill" wrote: See http://www.gmayor.com/mailmerge_from_outlook.htm -- Suzanne S. Barnhill Microsoft MVP (Word) Words into Type Fairhope, Alabama USA Word MVP FAQ site: http://word.mvps.org Email cannot be acknowledged; please post all follow-ups to the newsgroup so all may benefit. "Robert RVF" Robert wrote in message ... Hello: I am having difficulty understanding the mail merge process as it would apply to using a form letter utilizing contact information from the Outlook program. I was a Goldmine user for several years and have become very comfortable with the word link/merger process. For those who are not familiar with that process I will try to explain the basics: One would select a contact and then through the menu choose write a form letter. Then you select the form letter that you previously set up, it could be proposal for example. Word would then open and populate all of the fields in the document with the contact information. It was very handy, especially when you may have a clients company name inserted multiple times throughout the document. I am trying to accomplish the same thing with Word and Outlook, and I am pretty sure that it is possible; I just can't seem to make it work. I am specifically looking for the following answers: 1. How do I save fields in a template to be used at a later time in a merge? 2. Do I need to design a Macro to accomplish this task? 3. How?? I appreciate comments on the subject. Respectfully, Robert |
#5
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Hi ?B?Um9iZXJ0IFJWRg==?=,
I am having difficulty understanding the mail merge process as it would apply to using a form letter utilizing contact information from the Outlook program. I was a Goldmine user for several years and have become very comfortable with the word link/merger process. For those who are not familiar with that process I will try to explain the basics: One would select a contact and then through the menu choose write a form letter. Then you select the form letter that you previously set up, it could be proposal for example. Word would then open and populate all of the fields in the document with the contact information. It was very handy, especially when you may have a clients company name inserted multiple times throughout the document. I am trying to accomplish the same thing with Word and Outlook, and I am pretty sure that it is possible; I just can't seem to make it work. I am specifically looking for the following answers: 1. How do I save fields in a template to be used at a later time in a mail merge? 2. Do I need to design a Macro to accomplish this task? 3. How?? Mail merge in Word is designed specifically for merging the same letter to many people at once. It was not designed with mailing single letters in mind; although it can be used that way, it's not optimized with this in mind. I don't understand your questions. You insert merge fields into a file or template, then simply save it, as you would any other file. What is it you want the macro to do? And 3 makes absolutely no sense. Cindy Meister INTER-Solutions, Switzerland http://homepage.swissonline.ch/cindymeister (last update Jun 17 2005) http://www.word.mvps.org This reply is posted in the Newsgroup; please post any follow question or reply in the newsgroup and not by e-mail :-) |
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