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#1
February 6th 06, 06:41 PM
posted to microsoft.public.outlook.contacts
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Merge 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. 
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#2
February 6th 06, 07:06 PM
posted to microsoft.public.outlook.contacts
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Merge a contact to a Cover letter
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. -- Patricia 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. wrote in message oups.com... 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.
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#3
February 6th 06, 07:11 PM
posted to microsoft.public.outlook.contacts
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Merge a contact to a Cover letter
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.
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#4
February 7th 06, 07:40 AM
posted to microsoft.public.outlook.contacts
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Merge a contact to a Cover letter
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!! wrote in message oups.com... 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.
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