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Mail Merge and Templates
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 |
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