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MS Office Forum / Outlook / General MS Outlook Questions / March 2008Outlook Contacts to Word Template Merge
There needs to be an easy way to select a Contact or Group of Contacts and then go to the Outlook Menu Bar and select from a drop down list of templates such as a form letter; fax cover sheet, memo, etc. The relevant cantact infomation should just drop in the corresponding Word doc. There should also be an easy way to edit and insert fields from Contacts into a new or existing template. Every other contact manager (Act, Goldmine, etc.) have this standard feature. MS Outlook needs it now. Thanks. Tried Tools > Mail Merge?  SignatureRuss Valentine [MVP-Outlook] > There needs to be an easy way to select a Contact or Group of Contacts and > then go to the Outlook Menu Bar and select from a drop down list of [quoted text clipped - 6 lines] > template. Every other contact manager (Act, Goldmine, etc.) have this > standard feature. MS Outlook needs it now. Thanks. If you have ever tried to quickly print a fax cover sheet to send a fax on a fax machine, the steps involved are too complex. In business most people use repetitive forms that should be easily pick from a drop down list on the menu bar. There are add-ins from other vendors but this should easily be done in Outlook given the new direction of total business integration and reducing work times. Currently it is possible to right click on a Contact and print all of the Contact info, it should be just as easy to print to Templates as well as Labels and Envelopes. > Tried Tools > Mail Merge? > [quoted text clipped - 8 lines] > > template. Every other contact manager (Act, Goldmine, etc.) have this > > standard feature. MS Outlook needs it now. Thanks. I agree. The process is too cumbersome in Outlook. You can send Outlook feature requests to mswish@microsoft.com with "Outlook" in the subject and to outwish@microsoft.com SignatureRuss Valentine [MVP-Outlook] > If you have ever tried to quickly print a fax cover sheet to send a fax on > a [quoted text clipped - 26 lines] >> > template. Every other contact manager (Act, Goldmine, etc.) have this >> > standard feature. MS Outlook needs it now. Thanks. Are you saying it is not possible select a Contact and then create at Fax cover page that automatically puts the contact's info in the word template? I have seen AutoText and Mail Merge but this does not work well for one letter or fax for one contact... Please comment on solution or thrid party add-in. Thanks > I agree. > The process is too cumbersome in Outlook. [quoted text clipped - 31 lines] > >> > template. Every other contact manager (Act, Goldmine, etc.) have this > >> > standard feature. MS Outlook needs it now. Thanks. No. I did not say it was not possible. I said you use a mail merge for the process. SignatureRuss Valentine [MVP-Outlook] > Are you saying it is not possible select a Contact and then create at Fax > cover page that automatically puts the contact's info in the word [quoted text clipped - 49 lines] >> >> > this >> >> > standard feature. MS Outlook needs it now. Thanks. Thank you for clarification. I successfully did the Mail Merge, however by the time I completed it I could have manually entered the data. Is there a way to automate this via custom toolbar or some other Outlook feature I am not familar with? > No. I did not say it was not possible. > I said you use a mail merge for the process. [quoted text clipped - 51 lines] > >> >> > this > >> >> > standard feature. MS Outlook needs it now. Thanks. Save the document you create for reuse as a merge document. SignatureRuss Valentine [MVP-Outlook] > Thank you for clarification. I successfully did the Mail Merge, however > by [quoted text clipped - 62 lines] >> >> >> > this >> >> >> > standard feature. MS Outlook needs it now. Thanks. I understand you can save the document with the merge fields already placed. My issue is how many steps I have to go through to get the merged fax sheet. for example... 1. select contact 2. choose mail merge 3. select merge document 4. word opens and merge to new document Can this be automated? Macro? or am I doing something wrong... Any chance letter wizard can help? where are the page designs for letter wizard stored? > Save the document you create for reuse as a merge document. > > Thank you for clarification. I successfully did the Mail Merge, however [quoted text clipped - 63 lines] > >> >> >> > this > >> >> >> > standard feature. MS Outlook needs it now. Thanks. The Letter Wizard is even worse. This is the best Outlook can do. SignatureRuss Valentine [MVP-Outlook] >I understand you can save the document with the merge fields already >placed. [quoted text clipped - 93 lines] >> >> >> >> > this >> >> >> >> > standard feature. MS Outlook needs it now. Thanks. Outlook does not recognize any of the fields in my word templates. How do I get outlook to recognize the fields in the word template? > Tried Tools > Mail Merge? > [quoted text clipped - 8 lines] > > template. Every other contact manager (Act, Goldmine, etc.) have this > > standard feature. MS Outlook needs it now. Thanks. No way to answer you until you post your Outlook/Word version how you are constructing your merge. Normally, if one wants to use Outlook fields in a mail merge, the merge is started from Outlook, not Word. SignatureRuss Valentine [MVP-Outlook] > Outlook does not recognize any of the fields in my word templates. > [quoted text clipped - 15 lines] >> > template. Every other contact manager (Act, Goldmine, etc.) have this >> > standard feature. MS Outlook needs it now. Thanks. Office XP, so outlook and word 2002. I followed the word Mvp directions to create the word templates. They work when launching a mailmerge from word, but it takes 28 mouse clicks and numerous keystrokes. The info can be manually entered with less stress. So much for the computer revolution. I see that outlook can also launch mailmerge and I can navigate to my word templates folder. Unfortunately outlook doesn't recognize the fields which is bizarre because when launching mailmerge from word it knows which outlook field to map to. > No way to answer you until you post your Outlook/Word version how you are > constructing your merge. [quoted text clipped - 19 lines] > >> > template. Every other contact manager (Act, Goldmine, etc.) have this > >> > standard feature. MS Outlook needs it now. Thanks. Seems to me as if you need to clarify expressly what you want to achieve and post to the relevant group. We have no idea what you posted to the Word group, nor the recommendations you received. SignatureRuss Valentine [MVP-Outlook] > Office XP, so outlook and word 2002. > [quoted text clipped - 35 lines] >> >> > this >> >> > standard feature. MS Outlook needs it now. Thanks. How about simply answering my original question. > Seems to me as if you need to clarify expressly what you want to achieve and > post to the relevant group. We have no idea what you posted to the Word [quoted text clipped - 38 lines] > >> >> > this > >> >> > standard feature. MS Outlook needs it now. Thanks. I already told you as much as I can with the small amount of information you provided. SignatureRuss Valentine [MVP-Outlook] > How about simply answering my original question. > [quoted text clipped - 50 lines] >> >> >> > this >> >> >> > standard feature. MS Outlook needs it now. Thanks. aladdins office documents. this is a 3rd party product, but it works. you create a template in word for the aladdins "Mail Merge", then there is a toolbar in outlook you simply click it and you have a fax cover sheet created in about 3 seconds and with two mouse clicks > How about simply answering my original question. > [quoted text clipped - 40 lines] > > >> >> > this > > >> >> > standard feature. MS Outlook needs it now. Thanks. I know exactly what xctx is looking for. A former ACT! user myself, it is jello easy to create a letter to a contact in ACT!. Three clicks and we're off. Mail merge is for mass mailings...not single documents. The current MS overhead involved is ridiculous. 10 years ago I wanted to use OUTLOOK for a contact manager and version 2007 still doesn't have what it takes. I need a fast way to utilized Outlook data in word documents such as reports, fax covers, envelopes and letters....and I don't want to go through the whole mail-merge ordeal (which wastes e-paper!). SignatureUnited in taking we stand. > There needs to be an easy way to select a Contact or Group of Contacts and > then go to the Outlook Menu Bar and select from a drop down list of templates [quoted text clipped - 3 lines] > template. Every other contact manager (Act, Goldmine, etc.) have this > standard feature. MS Outlook needs it now. Thanks.
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