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#1
June 22nd 07, 06:22 AM
posted to microsoft.public.outlook.contacts
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add 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 
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#2
June 22nd 07, 10:02 AM
posted to microsoft.public.outlook.contacts
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add contact data onto an existing document from outlook
It is not clear what you want to so. Can you not use "Insert Address" in
Word? -- Russ Valentine [MVP-Outlook] "Stitch City" Stitch wrote in message ... 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
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#3
June 22nd 07, 04:46 PM
posted to microsoft.public.outlook.contacts
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add contact data onto an existing document from outlook
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. "Russ Valentine [MVP-Outlook]" wrote: It is not clear what you want to so. Can you not use "Insert Address" in Word? -- Russ Valentine [MVP-Outlook] "Stitch City" Stitch wrote in message ... 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
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#4
June 22nd 07, 09:00 PM
posted to microsoft.public.outlook.contacts
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add contact data onto an existing document from outlook
That's the only way to do it without third party software or CRM software.
Is it not working for you? -- Russ Valentine [MVP-Outlook] "Stitch City" wrote in message ... 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. "Russ Valentine [MVP-Outlook]" wrote: It is not clear what you want to so. Can you not use "Insert Address" in Word? -- Russ Valentine [MVP-Outlook] "Stitch City" Stitch wrote in message ... 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
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#5
June 23rd 07, 12:00 AM
posted to microsoft.public.outlook.contacts
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add contact data onto an existing document from 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 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 contactLetter wizard opens Choose page design. I am thinking if I can find that directory i can place my quoting document into it. ?? "Russ Valentine [MVP-Outlook]" wrote: That's the only way to do it without third party software or CRM software. Is it not working for you? -- Russ Valentine [MVP-Outlook] "Stitch City" wrote in message ... 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. "Russ Valentine [MVP-Outlook]" wrote: It is not clear what you want to so. Can you not use "Insert Address" in Word? -- Russ Valentine [MVP-Outlook] "Stitch City" Stitch wrote in message ... 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
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#6
June 23rd 07, 11:11 AM
posted to microsoft.public.outlook.contacts
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add contact data onto an existing document from outlook
No. You cannot store boilerplate text in a New Letter to Contact Template.
There is more information on what you are trying to do he http://www.slipstick.com/contacts/startletter.htm -- Russ Valentine [MVP-Outlook] "Stitch City" wrote in message ... 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 contactLetter wizard opens Choose page design. I am thinking if I can find that directory i can place my quoting document into it. ?? "Russ Valentine [MVP-Outlook]" wrote: That's the only way to do it without third party software or CRM software. Is it not working for you? -- Russ Valentine [MVP-Outlook] "Stitch City" wrote in message ... 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. "Russ Valentine [MVP-Outlook]" wrote: It is not clear what you want to so. Can you not use "Insert Address" in Word? -- Russ Valentine [MVP-Outlook] "Stitch City" Stitch wrote in message ... 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
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