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#11
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Contacts/Category Mail Merge
Graham, your website was of partial use, but not completely. There
seems to have been a change in the last few couple weeks as I could do what I wanted before (using the helper), and now can't. http://groups.google.com/group/micro...f6d3ef075ff4e5 will show the step by step process I've done so far. Russ, dismissing the Helper then using the Mail Merge Toolbar as shown on Graham's site still doesn't give me what I need. For one thing, It merges all the records instead of just the ones I have filtered in Outlook. For another thing, I do not find a way to access the «Full_Name» and «Mailing_Address», being instead forced to use name components and saying which kind of address. Now what? I need some more steps added (and this is Office 2003). |
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#12
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Contacts/Category Mail Merge
Works perfectly here.
You'll need to provide a more accurate description of the steps you are using for anyone to be able to help. -- Russ Valentine [MVP-Outlook] "KathrynBassett" wrote in message ups.com... Graham, your website was of partial use, but not completely. There seems to have been a change in the last few couple weeks as I could do what I wanted before (using the helper), and now can't. http://groups.google.com/group/micro...f6d3ef075ff4e5 will show the step by step process I've done so far. Russ, dismissing the Helper then using the Mail Merge Toolbar as shown on Graham's site still doesn't give me what I need. For one thing, It merges all the records instead of just the ones I have filtered in Outlook. For another thing, I do not find a way to access the «Full_Name» and «Mailing_Address», being instead forced to use name components and saying which kind of address. Now what? I need some more steps added (and this is Office 2003). |
#13
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Contacts/Category Mail Merge
You are not following the instructions. If you have filtered the list in
Outlook then that filtered list is transferred to Word (assuming you ticked the right boxes in the Outlook dialog). If you go that far then instead of accepting the data already attached to your merge document, you are adding a new data file again from Word. This is indicated on the web page. You must accept the data file already attached if you want the filtered records and the additional field names. The field names you get when merging from Outlook into Word are not the same as those you get when merging from Word with Outlook. Take another look at my web page illustrations http://www.gmayor.com/mailmerge_from_outlook.htm -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org KathrynBassett wrote: Graham, your website was of partial use, but not completely. There seems to have been a change in the last few couple weeks as I could do what I wanted before (using the helper), and now can't. http://groups.google.com/group/micro...f6d3ef075ff4e5 will show the step by step process I've done so far. Russ, dismissing the Helper then using the Mail Merge Toolbar as shown on Graham's site still doesn't give me what I need. For one thing, It merges all the records instead of just the ones I have filtered in Outlook. For another thing, I do not find a way to access the «Full_Name» and «Mailing_Address», being instead forced to use name components and saying which kind of address. Now what? I need some more steps added (and this is Office 2003). |
#14
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Contacts/Category Mail Merge
Graham, I have made a step by step, with screen captures, page so you
can see exactly what I've done, and posted it at http://www.bassett.net/storage/merge...rgeproblem.htm Hopefully, you can follow along there and see what my problems are (down toward bottom, in red), and tell me which step is causing the problems. Hopefully, Kathryn |
#15
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Contacts/Category Mail Merge
We've both posted the instructions already.
Your first problem is step #8. As Graham said, since you've already selected your data source by starting the merge from Outlook, you cannot and must not try to select a data source again, which is exactly what you are doing in step #8. That's where you lose your filtered data source. As I posted, once you select your label type in the Mail Merge Helper, dismiss it entirely. Then use the Mail Merge Toolbar to complete your merge. There you will see the "Insert Merge Field" Button. Click it. Then select "Database Fields." There you will see all of the Outlook Contact Fields you will need to construct your merge, including derived fields such as "Full Name" and "Mailing Address" Nothing has changed in this merge process since Outlook 2003 was released. -- Russ Valentine [MVP-Outlook] "KathrynBassett" wrote in message oups.com... Graham, I have made a step by step, with screen captures, page so you can see exactly what I've done, and posted it at http://www.bassett.net/storage/merge...rgeproblem.htm Hopefully, you can follow along there and see what my problems are (down toward bottom, in red), and tell me which step is causing the problems. Hopefully, Kathryn |
#16
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Contacts/Category Mail Merge
Yeah! That did it! I had dismissed the Helper as you indicated, but
then saw that part on Graham's page where it showed #8, and thought I had to do that. It made the time it took to make that step-by-step very much worth while. I will modify the web page so that it specifically tells what I did wrong, so that anyone coming upon this thread can refer to it. Graham, you are welcome to either link to the page, or take my screen captures for use on your page, to further clarify your page. And Russ, thanks for looking at it even though we have to agree to disagree about the other thread. |
#17
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Contacts/Category Mail Merge
I've now revamped the page to be a tutorial.
http://www.bassett.net/storage/merge...rgeproblem.htm Please let me know if I've made any typos or not been clear on a step. |
#18
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Contacts/Category Mail Merge
You mean where you thought I made a typographical error? Seems everyone
disagrees with you on that one Mail merges are the bane of the existence of both Word and Outlook MVP's. No version does it well and each version is so counterintuitive and so different in the steps required that most problems are next to impossible to unsnarl with the limited information that can be included in newsgroup posts. Want the bad news? It won't get any better in upcoming versions. It seems to me that Outlook and Word Developers do not know one another. -- Russ Valentine [MVP-Outlook] "KathrynBassett" wrote in message ps.com... Yeah! That did it! I had dismissed the Helper as you indicated, but then saw that part on Graham's page where it showed #8, and thought I had to do that. It made the time it took to make that step-by-step very much worth while. I will modify the web page so that it specifically tells what I did wrong, so that anyone coming upon this thread can refer to it. Graham, you are welcome to either link to the page, or take my screen captures for use on your page, to further clarify your page. And Russ, thanks for looking at it even though we have to agree to disagree about the other thread. |
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