Where can I find instructions that would allow me to build templates Word letters that I can do the following: open outlook, select my contacts, print out letters and envelopes. thanks.
Hello c3media,
I would suggests starting your mail merge from within Outlook.
The reason is that you can use Categories to filter/group contacts. You cannot use Categories as a filtering field if you start the mail merger from Word.
In addition you have the option to use "Selected Contacts" when you start the mail merge in Outlook. This is a great advantage as you could choose 1 or more that meets whatever criteria you may have.
Once you have the Contacts selected you do the following:
1. Make sure you are in Contacts
2. Tools select Mail Merge
3. Decide between "All Contacts" or "Selected Contacts"
4. Is this a new document or are you using an existing one?
5. Do not save as "Contact Data File" because this is a static file. In other words if you add or modify a Contact, the Contact Data File is not updated.
6. Select Merge Options.
If this is a new document you will have to create the form document. Place the Mail Merge fields where necessary.
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