 |
 | Home | Contact Us | FAQ | Search & Site Map | Link to Us |
 | Sign In | Join | Other 45 Sites in Network |
| HomeDiscussionsAccessExcelInfoPathOutlookPowerPointPublisherWordDirectoryUser Groups Related Topics Outlook ExpressInternet ExplorerWindowsMS Server ProductsMore Topics ... |
MS Office Forum / Outlook / Contacts / February 2006Merge a contact to a Cover letter
Is there any way that you can right click on a contact and have it automatically merge the contact's name and other requested information into a Word document (ideally have a few different forms--fax cover, quote, etc...)? A coworker does this through ACT! database and it saves a ton of time, but I can't seem to figure it out in outlook. I'm using Outlook 2003 with BCM. Any suggestions would be appreciated. Thanks. Right click, no, But you can select the Actions menu and then choose from a whole bunch of options (provided you're also using Word 2003). You can create a new letter to the contact directly from the Actions menu.  SignaturePatricia Cardoza DiGiacomo -- This posting is provided "AS IS" with no warranties, and confers no rights. Please do not send email directly to this alias. This alias is for newsgroup purposes only. > Is there any way that you can right click on a contact and have it > automatically merge the contact's name and other requested information [quoted text clipped - 3 lines] > using Outlook 2003 with BCM. Any suggestions would be appreciated. > Thanks. Unfortunately, that doesnt work because I would still have to insert my companies letterhead every time. I also need more than one "letter"- I need one for fax covers and one for quotations. I think the word doc you choose to use as described by Patricia can be a template - so make one for each standard doc you need to send out. Your friend with ACT! will have done that as well. -- Judy Gleeson [MVP Outlook] Acorn Training and Consulting www.acorntraining.com.au Everyone - turn on your Advanced Toolbars and learn how to use the Field Chooser and Group by Box!! > Unfortunately, that doesnt work because I would still have to insert my > companies letterhead every time. I also need more than one "letter"- I > need one for fax covers and one for quotations. > |
Reply to this Message |
 Sign In
 Join
 My Latest Posts My Monitored Threads My Blog My Photo Gallery My Profile My Homepage Start New Thread Enable EMail Alerts Rate this Thread
|
©2009 Advenet LLC Privacy Policy - Terms of Use
This website includes both content owned or controlled by Advenet as well as content owned or controlled by third parties.