Outlook Contacts (public) as mail merge data source for Word 2003? 1

[robFSS]

I'd like to be able to use a public folder (Exchange) contact list as a data source for mail merge in Word 2003.

My goal is not a full blown mail merge, per se, but rather just to plug in one company's address/contact info into the appropriate section of a form as needed.

It would be ideal If I could use a MS Word .dot template to generate the form first, and then at some stage of the form preparation to just select the appropriate contact (or contacts) to merge to the form. alternatively I could see the user launching the form creation from the contact list in outlook, but I don't know how to merge the contact into an existing template.

Any ideas?

Thanks,
Rob

 

[mintjulep]

The menu command

Actions | New Letter to Contact...

in Outlook doesn't work for you?

 

[robFSS]

MJ -

Thanks for the tip - That's a good start - I didn't know I could do that.

I'd be greatly appreciative if you could elaborate on this theme for me a bit.

Consider the following:

* Rather than prepare and send a traditional business letter, I would like create a sales quote to the contact.

* So I need to accomplish a couple of things,
(1) create a sales quote template that I can access from the "new letter to contact" action in outlook and
(2) include additional contact information into the letter such as phone#, fax#, and email address

* So so -
what exactly makes a template (my quote form) show in the "choose page design" selection list?
&
How do I map phone fax and email into the letter so it will show when I create a letter (quote)?

I'll play with this some on my own, but I look forward to any feedback.

Thanks,
Rob

 

[mintjulep]

Don't know.

I don't actually use this feature, I just happened to know it was there.