Word Templates with BCM

Thread view:

Enable EMail Alerts

Start New Thread

Thread rating:

Johann - 22 Aug 2004 17:21 GMT

Hello,

Not sure if this belongs in this group but it has to do with BCM so here
goes.

When I used Act I could easliy generate variety of templates, and then
select contact in act and write a letter, proposal, etc, directly in word.
Act would let you insert some of its database fields into word and would
autocomplete them when the template was chosen.

As you may have guessed I would like to do something similar in BCM, but the
question is how. I cannot seem to insert many fields from BCM or OL contact
fields, such as fax#, phone#, and e-mail.

Does anyone have any idea how I could achieve this. I am using Office 2003
Small Biz, and I have SP1 installed.

Signature

Johann Sigurdsson

Reply to this Message

Sue Mosher [MVP-Outlook] - 22 Aug 2004 19:22 GMT

See http://www.slipstick.com/contacts/startletter.htm for various ways to do
this with Outlook contacts, including those from BCM.

Signature

Sue Mosher, Outlook MVP
Author of
Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx

> Hello,
>
[quoted text clipped - 15 lines]
> 2003
> Small Biz, and I have SP1 installed.

Reply to this Message

Thorbjorn Sundboe - 25 Aug 2004 08:09 GMT

Just before you start: I have tried the advice from the link provided by
Sue, but have give up. My problem is that data, once inserted into the word
document, get truncated in the process. This means you only get part of the
account name into the document. I am back to copy/Paste.

Cheers, Thorbjorn

> Hello,
>
[quoted text clipped - 12 lines]
> Does anyone have any idea how I could achieve this. I am using Office 2003
> Small Biz, and I have SP1 installed.

Reply to this Message