|
outlook
newsgroups
|
|||||||||||||||||||||||
|
|||||||||||||||||||||||
Mail Merge for fax letters and contractsI am in the process of switching from ACT to Outlook and want to set up a
template or mail merge where I can select a contact and have there information automatically filled in for a letter, fax, or specific contract. ACT had a very user freindly way of this happening, I can not seem to find the correct help area in outlook to get me started. Please help by getting to the correct help area or am I trying to accomplish somthing that can not be done. You failed to specify your Outlook version. It matters. Prior to Outlook
2007, there was a "New Letter to Contact" option in the Actions menu, but you could not store any boilerplate text in any of these templates. This feature has been removed entirely from Outlook 2007. You can create and store a merge document, however, which you can use for a mail merge to a Contact. -- Show quoteRuss Valentine [MVP-Outlook] "shooter" <shoo***@discussions.microsoft.com> wrote in message news:28948F63-8AC1-41FA-AC7B-1EEEAFAAB5FF@microsoft.com... >I am in the process of switching from ACT to Outlook and want to set up a > template or mail merge where I can select a contact and have there > information automatically filled in for a letter, fax, or specific > contract. > ACT had a very user freindly way of this happening, I can not seem to find > the correct help area in outlook to get me started. > Please help by getting to the correct help area or am I trying to > accomplish > somthing that can not be done. Russ my version is 2003 for outlook and word, how do you creat a merge
document. I find it hard to beleive the outlook doesnot have a way to creat a simpl fax cover sheet by selecting the client and a action to creat a fax and or letter. Please advise Show quote "Russ Valentine [MVP-Outlook]" wrote: > You failed to specify your Outlook version. It matters. Prior to Outlook > 2007, there was a "New Letter to Contact" option in the Actions menu, but > you could not store any boilerplate text in any of these templates. This > feature has been removed entirely from Outlook 2007. > You can create and store a merge document, however, which you can use for a > mail merge to a Contact. > -- > Russ Valentine > [MVP-Outlook] > "shooter" <shoo***@discussions.microsoft.com> wrote in message > news:28948F63-8AC1-41FA-AC7B-1EEEAFAAB5FF@microsoft.com... > >I am in the process of switching from ACT to Outlook and want to set up a > > template or mail merge where I can select a contact and have there > > information automatically filled in for a letter, fax, or specific > > contract. > > ACT had a very user freindly way of this happening, I can not seem to find > > the correct help area in outlook to get me started. > > Please help by getting to the correct help area or am I trying to > > accomplish > > somthing that can not be done. > Outlook is a PIM, not a CRM. It has never had CRM features. There are lots
of add-ins you can find for CRM features. -- Show quoteRuss Valentine [MVP-Outlook] "shooter" <shoo***@discussions.microsoft.com> wrote in message news:D7255415-9612-4F08-A2E7-224E99AF37B5@microsoft.com... > Russ my version is 2003 for outlook and word, how do you creat a merge > document. I find it hard to beleive the outlook doesnot have a way to > creat a > simpl fax cover sheet by selecting the client and a action to creat a fax > and > or letter. Please advise > > "Russ Valentine [MVP-Outlook]" wrote: > >> You failed to specify your Outlook version. It matters. Prior to Outlook >> 2007, there was a "New Letter to Contact" option in the Actions menu, but >> you could not store any boilerplate text in any of these templates. This >> feature has been removed entirely from Outlook 2007. >> You can create and store a merge document, however, which you can use for >> a >> mail merge to a Contact. >> -- >> Russ Valentine >> [MVP-Outlook] >> "shooter" <shoo***@discussions.microsoft.com> wrote in message >> news:28948F63-8AC1-41FA-AC7B-1EEEAFAAB5FF@microsoft.com... >> >I am in the process of switching from ACT to Outlook and want to set up >> >a >> > template or mail merge where I can select a contact and have there >> > information automatically filled in for a letter, fax, or specific >> > contract. >> > ACT had a very user freindly way of this happening, I can not seem to >> > find >> > the correct help area in outlook to get me started. >> > Please help by getting to the correct help area or am I trying to >> > accomplish >> > somthing that can not be done. >> Russ I do not know a crm from pim all I want to know is if I can accomplish
what I have said in the previuos questions. If you have an answer great I am all ears. Show quote "Russ Valentine [MVP-Outlook]" wrote: > Outlook is a PIM, not a CRM. It has never had CRM features. There are lots > of add-ins you can find for CRM features. > -- > Russ Valentine > [MVP-Outlook] > "shooter" <shoo***@discussions.microsoft.com> wrote in message > news:D7255415-9612-4F08-A2E7-224E99AF37B5@microsoft.com... > > Russ my version is 2003 for outlook and word, how do you creat a merge > > document. I find it hard to beleive the outlook doesnot have a way to > > creat a > > simpl fax cover sheet by selecting the client and a action to creat a fax > > and > > or letter. Please advise > > > > "Russ Valentine [MVP-Outlook]" wrote: > > > >> You failed to specify your Outlook version. It matters. Prior to Outlook > >> 2007, there was a "New Letter to Contact" option in the Actions menu, but > >> you could not store any boilerplate text in any of these templates. This > >> feature has been removed entirely from Outlook 2007. > >> You can create and store a merge document, however, which you can use for > >> a > >> mail merge to a Contact. > >> -- > >> Russ Valentine > >> [MVP-Outlook] > >> "shooter" <shoo***@discussions.microsoft.com> wrote in message > >> news:28948F63-8AC1-41FA-AC7B-1EEEAFAAB5FF@microsoft.com... > >> >I am in the process of switching from ACT to Outlook and want to set up > >> >a > >> > template or mail merge where I can select a contact and have there > >> > information automatically filled in for a letter, fax, or specific > >> > contract. > >> > ACT had a very user freindly way of this happening, I can not seem to > >> > find > >> > the correct help area in outlook to get me started. > >> > Please help by getting to the correct help area or am I trying to > >> > accomplish > >> > somthing that can not be done. > >> > There isn't a good answer because Outlook is not a Customer Relations
Manager,and this is a CRM feature. As I said the closest thing to can come to is to use Outlook's New Letter to Contact feature or create a merge document for reuse with a Mail merge: To send a Form Letter or use a Custom Template for a new letter to a Contact, you can use the Letter wizard invoked with the Actions... New Letter to Contact. For your custom letter template to appear in the list of Page Designs in the Microsoft Word Letter Wizard, the letter templates you create must be saved in the "Letters & Faxes folder Word 97) or the Templates\1033 folder (Word 2000 or 2002). The word "Letter" must be in the file name. Details here: http://support.microsoft.com/support/kb/articles/q181/2/73.asp http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884 http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186 Once you have set up your Custom Template(s) you should see it as a choice when you use the New Letter to Contact option in Outlook. You cannot load boilerplate text in the body of the letter template. You must create AutoText entries for the boilerplate. The easiest thing to do would be to create one template and load the text for each letter under its own style -- see KB article Q170342 (WD97) or Q207925 (OL2000). Take a look here for some other ways to merge Contact data to a new letter to a Contact: http://www.slipstick.com/contacts/startletter.htm -- Show quoteRuss Valentine [MVP-Outlook] "shooter" <shoo***@discussions.microsoft.com> wrote in message news:F5DBB237-4533-4034-9838-32EE2500B261@microsoft.com... > Russ I do not know a crm from pim all I want to know is if I can > accomplish > what I have said in the previuos questions. If you have an answer great I > am > all ears. > > "Russ Valentine [MVP-Outlook]" wrote: > >> Outlook is a PIM, not a CRM. It has never had CRM features. There are >> lots >> of add-ins you can find for CRM features. >> -- >> Russ Valentine >> [MVP-Outlook] >> "shooter" <shoo***@discussions.microsoft.com> wrote in message >> news:D7255415-9612-4F08-A2E7-224E99AF37B5@microsoft.com... >> > Russ my version is 2003 for outlook and word, how do you creat a merge >> > document. I find it hard to beleive the outlook doesnot have a way to >> > creat a >> > simpl fax cover sheet by selecting the client and a action to creat a >> > fax >> > and >> > or letter. Please advise >> > >> > "Russ Valentine [MVP-Outlook]" wrote: >> > >> >> You failed to specify your Outlook version. It matters. Prior to >> >> Outlook >> >> 2007, there was a "New Letter to Contact" option in the Actions menu, >> >> but >> >> you could not store any boilerplate text in any of these templates. >> >> This >> >> feature has been removed entirely from Outlook 2007. >> >> You can create and store a merge document, however, which you can use >> >> for >> >> a >> >> mail merge to a Contact. >> >> -- >> >> Russ Valentine >> >> [MVP-Outlook] >> >> "shooter" <shoo***@discussions.microsoft.com> wrote in message >> >> news:28948F63-8AC1-41FA-AC7B-1EEEAFAAB5FF@microsoft.com... >> >> >I am in the process of switching from ACT to Outlook and want to set >> >> >up >> >> >a >> >> > template or mail merge where I can select a contact and have there >> >> > information automatically filled in for a letter, fax, or specific >> >> > contract. >> >> > ACT had a very user freindly way of this happening, I can not seem >> >> > to >> >> > find >> >> > the correct help area in outlook to get me started. >> >> > Please help by getting to the correct help area or am I trying to >> >> > accomplish >> >> > somthing that can not be done. >> >> >>  |
|||||||||||||||||||||||
Other interesting topics