 |
 | 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 / November 2007How do you do a mail merge using a category?
I am trying to make labels and I would like to use only the contacts in a certain category. Does anyone have any suggestions for how to do this? Display your contacts folder with the By Category view. Select the items in the desired category. Choose Tools | Mail Merge. Follow the prompts from there.  SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx >I am trying to make labels and I would like to use only the contacts in a > certain category. Does anyone have any suggestions for how to do this? I am trying to print mailing labels by selecting a specific category group then doing a mail merge in Outlook 03. I understand all the steps but seem to be missing something.....When I get to step 4, I choose Address block, then when I click on Update Labels, I am getting a Yes Yes Yes on all the labels and the addresses are not coming up for the selected category. What am I missing here?? Thanks, Mike > Display your contacts folder with the By Category view. > Select the items in the desired category. [quoted text clipped - 3 lines] > >I am trying to make labels and I would like to use only the contacts in a > > certain category. Does anyone have any suggestions for how to do this? I don't know what you mean by "a Yes Yes Yes." What I've seen is that sometimes the Update Labels command doesn't propagate the merge fields to all cells in the table correctly. So you might have to copy and paste the <<Address Block>> field manually into those cells that have just a <<Next Record>> field. SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx >I am trying to print mailing labels by selecting a specific category group > then doing a mail merge in Outlook 03. I understand all the steps but seem [quoted text clipped - 13 lines] >> >I am trying to make labels and I would like to use only the contacts in a >> > certain category. Does anyone have any suggestions for how to do this? All what steps? How are we supposed to know what steps you are following? You cannot select a category for a mail merge unless you do so as the first step and do the merge from Outlook. SignatureRuss Valentine [MVP-Outlook] >I am trying to print mailing labels by selecting a specific category group > then doing a mail merge in Outlook 03. I understand all the steps but [quoted text clipped - 16 lines] >> >a >> > certain category. Does anyone have any suggestions for how to do this? Russ, Here are the specific steps I followed. 1. I begin in Outlook 03 in category view. I have categorized all my contacts so I can choose specific ones for emails and mailing labels. I highlight the category, then hit tools, then mail merge 2. I choose "Only Selected Contacts" & "Contact fields in Current View." In merge options, I choose Mailing labels, click O.K 3. A box appears saying "Outlook has created a Mail Merge document and prepared your contact data for you. In order to complete the setup for Mailing labels you have to press the "setup button" in section 1 of the Mail Merge helper dialog. I click O.K 4. The Mail Merge helper comes up, the Mailing labels are chosed, label size (8160) data source has already been selected, I hit Cancel. Now I have a blank label screen in Word. I go to Tools, Letters and Mailings, then Mail Merge. 5. The table on the right side pops up, Under Select Recipients, I choose use an existing client list (its selected by default). I click Step 3 of 6 (Arrange Your Labels) Under Arrange your labels, I choose Address Block, then Hit O.K, the Address Block appears in the first label on the sheet. 6. Under Replicate Labels, I click update all labels, when I click preview your labels (Step 4 of 6) I get a blank screen. Do I have to Merge a field or something. Why are the addresses not coming up?? Thanks, Mike 3. > All what steps? How are we supposed to know what steps you are following? > You cannot select a category for a mail merge unless you do so as the first [quoted text clipped - 19 lines] > >> >a > >> > certain category. Does anyone have any suggestions for how to do this? Why are you doing step 5? You selected your recipients at the beginning. In Outlook/Word 2002/2003 there is an extra step required to create mailing labels. Instructions here: http://support.microsoft.com/?kbid=284401 SignatureRuss Valentine [MVP-Outlook] > Russ, > [quoted text clipped - 66 lines] >> >> > certain category. Does anyone have any suggestions for how to do >> >> > this? In Step 7 of the instructions, I click Insert Merge Fields, do I insert Database fields or Address Fields? I am assuming address fields, I'm not sure what to select but I selected Address 1, clicked Insert, the Close. I do not see anywhere to click Propogate Labels (as instructed in Step 8)??? > Why are you doing step 5? You selected your recipients at the beginning. > In Outlook/Word 2002/2003 there is an extra step required to create mailing [quoted text clipped - 71 lines] > >> >> > certain category. Does anyone have any suggestions for how to do > >> >> > this? If you want all the fields available in an OUtlook contact, use Database fields. SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx > In Step 7 of the instructions, I click Insert Merge Fields, do I insert > Database fields or Address Fields? I am assuming address fields, I'm not [quoted text clipped - 76 lines] >> >> >> > certain category. Does anyone have any suggestions for how to do >> >> >> > this? OK, what do I choose in the Database field? I chose Full Name then in the Address field I chose Address 1 then when I go to replicate all the lables, the fields come up but when I go to merge only the persons name is coming up in all the tabs. Why isn't the entire mailing address coming up in all the tabs? > If you want all the fields available in an OUtlook contact, use Database fields. > > In Step 7 of the instructions, I click Insert Merge Fields, do I insert [quoted text clipped - 77 lines] > >> >> >> > certain category. Does anyone have any suggestions for how to do > >> >> >> > this? I've never mixed fields from the two lists like that. Did you see my earlier tip on copying the <<AddressBlock>> field? The same would apply to other fields if you use them instead, if the Update All Labels command doesn't do it for you automatically. SignatureSue Mosher, Outlook MVP Author of Configuring Microsoft Outlook 2003 http://www.turtleflock.com/olconfig/index.htm and Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx > OK, what do I choose in the Database field? I chose Full Name then in the > Address field I chose Address 1 then when I go to replicate all the lables, [quoted text clipped - 3 lines] > >> If you want all the fields available in an OUtlook contact, use Database fields. >> >> > In Step 7 of the instructions, I click Insert Merge Fields, do I insert [quoted text clipped - 77 lines] >> >> >> >> > certain category. Does anyone have any suggestions for how to do >> >> >> >> > this? I would of never thought doing a mail merge by category would be so difficult. I have followed every step precisely. I have my Outlook contacts sorted by Category and I want to print mailing labels for each category. The <<AddressBlock>> field is in view, when I go to do the merge, my tabs are blank Here are the specific steps I followed. > >> >> > 1. I begin in Outlook 03 in category view. I have categorized all my > >> >> > contacts so I can choose specific ones for emails and mailing labels. I [quoted text clipped - 26 lines] > >> >> > 6. Under Replicate Labels, I click update all labels, the <<AddressBlock>> appears in all the tabs.....when I click preview > >> >> > your labels (Step 4 of 6) I get a blank screen. Do I have to Merge a different field or something. Why are the addresses not coming up?? > I've never mixed fields from the two lists like that. > [quoted text clipped - 89 lines] > >> >> >> >> > certain category. Does anyone have any suggestions for how to do > >> >> >> >> > this? OK, I chose Full Name in the Database field and Address 1 in the Address field. When I go to replicate all the labels and do the merge, only the persons name is coming up. Why isn't the entire mailing address coming up? > If you want all the fields available in an OUtlook contact, use Database fields. > > In Step 7 of the instructions, I click Insert Merge Fields, do I insert [quoted text clipped - 77 lines] > >> >> >> > certain category. Does anyone have any suggestions for how to do > >> >> >> > this? Excuse me for butting in but I cannot understand how to post a question of my own. If I click New, there are 3 choices but no windows opens allowing me to enter my text. It's probably as obvious but I need help. SignatureThanks for your help > Display your contacts folder with the By Category view. > Select the items in the desired category. [quoted text clipped - 3 lines] > >I am trying to make labels and I would like to use only the contacts in a > > certain category. Does anyone have any suggestions for how to do this? Could you at least post a coherent question? SignatureRuss Valentine [MVP-Outlook] > Excuse me for butting in but I cannot understand how to post a question of > my [quoted text clipped - 10 lines] >> >a >> > certain category. Does anyone have any suggestions for how to do this? |
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
|
©2008 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.