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MS Office Forum / Outlook / Contacts / August 2007add contact data onto an existing document from outlook
I am having a hard time figuring out how to... From an existing contact, create or add their contact data to an existing word document. I would like to find a customer from my database then quote them with a preexisting word document It is not clear what you want to so. Can you not use "Insert Address" in Word?  SignatureRuss Valentine [MVP-Outlook] >I am having a hard time figuring out how to... > From an existing contact, create or add their contact data to an existing > word document. > > I would like to find a customer from my database then quote them with a > preexisting word document Russ thanks for the response. I have an existing word document I use for quoting my prospects. I use outlook for all of my contact management. When I look up my contact, I would like to seamlessly add their contact data onto the existing quote document I use. Do I use mail merge? I hope not... I have played by saving the quoting document as a template ...then finding my contact in outlook... then goto write a new letter from outlook and try to find the quote template..... I am certain i am missing something here of what needs to be so obvious. > It is not clear what you want to so. Can you not use "Insert Address" in > Word? [quoted text clipped - 4 lines] > > I would like to find a customer from my database then quote them with a > > preexisting word document That's the only way to do it without third party software or CRM software. Is it not working for you? SignatureRuss Valentine [MVP-Outlook] > Russ thanks for the response. > [quoted text clipped - 21 lines] >> > I would like to find a customer from my database then quote them with a >> > preexisting word document Is there a method of putting my quote document template into the folder where the other documents are warehoused? I m pretty good at following a mapped directory but in this case I find the folder. CRM? third party software? The steps I take are ... find the contact in Outlook>> goto Actions>> goto Letter to contact>>Letter wizard opens>> Choose page design. I am thinking if I can find that directory i can place my quoting document into it. ?? > That's the only way to do it without third party software or CRM software. > Is it not working for you? [quoted text clipped - 23 lines] > >> > I would like to find a customer from my database then quote them with a > >> > preexisting word document No. You cannot store boilerplate text in a New Letter to Contact Template. There is more information on what you are trying to do here: http://www.slipstick.com/contacts/startletter.htm SignatureRuss Valentine [MVP-Outlook] > Is there a method of putting my quote document template into the folder > where the other documents are warehoused? I m pretty good at following a [quoted text clipped - 43 lines] >> >> > with a >> >> > preexisting word document That ability was a standard feature in Outlook until version 2007. Everytime I contact a client I send them a paper letter as not everyone in the world uses email yet and paper still is the tangable legal copy. Son;t argue otherwise as I can;t changel the officals mind but I do have to work with them. Mail merge from a single or selected contracts that merged into a selected template was standard in the older version of Outlook and why MS dumbed the product down I don't know. I cannot find ANY 3rd party product that accomplishes this and hte mail merge feature also does not apply a note when the task is completed. STUDPID STUPDI STUPID why dos MS have to be the bottom as far as features and dependability?? Eric > No. You cannot store boilerplate text in a New Letter to Contact Template. > There is more information on what you are trying to do here: [quoted text clipped - 46 lines] > >> >> > with a > >> >> > preexisting word document Not so. No version of Outlook ever had this ability. I have KB articles that document the lack of this feature starting with Outlook 97: 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 SignatureRuss Valentine [MVP-Outlook] > That ability was a standard feature in Outlook until version 2007. > Everytime [quoted text clipped - 72 lines] >> >> >> > with a >> >> >> > preexisting word document Wrong - as I still have older version of outlook 2003 in hte office. I select a clinet - telit to create a letter - it askes for which template - I select a template and it is ready to print. On my portfolios this was great as I could enter a perspective client into Outlook - run the letter function - wait 5 seconds further edit the entro in my letter as the cover page and information through the document was merged and print. This was a feature of 2003 and lost in 2007 > Not so. No version of Outlook ever had this ability. I have KB articles that > document the lack of this feature starting with Outlook 97: [quoted text clipped - 78 lines] > >> >> >> > with a > >> >> >> > preexisting word document You are mistaken. I have already posted the evidence to that effect. Boilerplate text cannot be loaded into a New Letter to Contact Wizard and never could be. But then of course, I am mentally slow and unfamiliar with Outlook. Thank God you are here to save me from providing more misinformation. What you are actually seeing is that the New Letter to Contact Wizard for snail mail had grown so dysfunctional that the Outlook developers decided it was easier to eliminate it from Office 2007 rather than try to make it work. Pretty sloppy if you ask me (but no one does). Just more evidence that Outlook developers have no intention of including CRM features and expect third party developers to fill that gap. If only someone would... SignatureRuss Valentine [MVP-Outlook] > Wrong - as I still have older version of outlook 2003 in hte office. > [quoted text clipped - 100 lines] >> >> >> >> > with a >> >> >> >> > preexisting word document And you did not read teh original reply. I never talked of boilerplate text. I go into word 2003. Create a letter template. This have the addressblcok, as well as salutation and individualized information throughout. This is a letter I could use in mailmerge but all my letters are to single people never to mass mailing. I then Open Outlook2003 - Right-click on the contact I want to write a letter to - it opens a dialog and asks me which template - and the letter is created. End of story - very quick and the letter is done. The only feature never available is to record your actions of creating the letter in your journal and atatachning a link to that file. This lst is a standard feature in all the other Business CRM packages that area available. And I know someone will probably say that BCM is not a CRM but according to the MS sales literature it is. > You are mistaken. I have already posted the evidence to that effect. > Boilerplate text cannot be loaded into a New Letter to Contact Wizard and [quoted text clipped - 111 lines] > >> >> >> >> > with a > >> >> >> >> > preexisting word document I most certainly did read your original post. In it you replied to my to my statement that no versions of Outlook had the ability to add boilerplate text into the New Letter To Contact template by stating that all previous versions did until Outlook 2007. What you apparently were trying to say instead was that the New Letter To Contact Feature was removed from Outlook 2007, a fact already well documented here. Most users of Office 2007 simply use Word's Insert Address feature to accomplish the same thing. I haven't had a chance to try BCM. If it is billing itself as a CRM product, then it should have that ability. There is a separate BCM group here in which you can ask. SignatureRuss Valentine [MVP-Outlook] > And you did not read teh original reply. I never talked of boilerplate > text. [quoted text clipped - 152 lines] >> >> >> >> >> > with a >> >> >> >> >> > preexisting word document Now we finally agree That feature was removed prematurly The insert address feature comes no way near what 2003 did as that is all it could do. If that is all womeone does - well ok. But the RANT here is that a feature that was used daily by many (as it is posted all over the newsgroups) was removed with little thought. And I am hoping MS actually looks at the newsgroups to improve their products instead of go backwards. There is a VBA hidden in these newsgroups that fixes the problem. > I most certainly did read your original post. In it you replied to my to my > statement that no versions of Outlook had the ability to add boilerplate [quoted text clipped - 164 lines] > >> >> >> >> >> > with a > >> >> >> >> >> > preexisting word document I haven't seen that VBA. Let me know if you find it. There has actually been less of an uproar over removal of "New Letter to Contact" than I expected there to be. I know a lot of users found it so limited and difficult to use that they had stopped using it a while ago. I usually found it to be more trouble than it was worth. Often times when Microsoft removes a feature it's because they have found a better place to make money from it, like in the CRM market. That's why I'm curious whether anything like it has shown up in BCM. SignatureRuss Valentine [MVP-Outlook] > Now we finally agree > [quoted text clipped - 202 lines] >> >> >> >> >> >> > with a >> >> >> >> >> >> > preexisting word document I should report that the feature was not rovust but it worked every say I sent out a letter and document. I used it for several years before it diappeared. > Not so. No version of Outlook ever had this ability. I have KB articles that > document the lack of this feature starting with Outlook 97: [quoted text clipped - 78 lines] > >> >> >> > with a > >> >> >> > preexisting word document
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