Categories

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

We're trying to mail out christmas cards. I would like to know if there is a
way I can set up categories within my outlook for Companies, Clients,
Friends. And a way to obtain a list of all addresses in those categories. Am
I wanting to do too much?
 
PLEASE HELP ME said:
We're trying to mail out christmas cards. I would like to know if
there is a way I can set up categories within my outlook for
Companies, Clients, Friends. And a way to obtain a list of all
addresses in those categories. Am I wanting to do too much?

Open your Contacts. Select one contact and open it. Add the category (or
categories) you want to the item and Save and Close. Now display your
contacts in the By Category table view, select the other contacts that you
also want in the same category and drag them to the category you added.
They'll all get that category. Continue until all your contacts have
categories assigned, then you should be able to use Tools>Mail Merge to send
to a selected category.
 
Thank you Brian you really helped me but I'm stuck now. Ok I did my
categories and I tried the Mail Merge but nothing is coming up in my mailing
labels. I don't know what i'm doing wrong. There are addresses on the contact
cards but they're not merging onto my mailing lables in a word document.

So I selected all from one particular category, went to tools, did mail
merge, clicked (only selected contacts), went down to merge options changed
document type to (mailing labels) then clicked ok. When my box came up in
word, I clicked setup picked my lable sheet type then OK. it took me back to
my mail merge helper box then i clicked CLOSE. the grid came up BUT no
addresses. What am I not doing??? PLEASE HELP ME!!!
 
PLEASE HELP ME said:
So I selected all from one particular category, went to tools, did
mail merge, clicked (only selected contacts), went down to merge
options changed document type to (mailing labels) then clicked ok.
When my box came up in word, I clicked setup picked my lable sheet
type then OK. it took me back to my mail merge helper box then i
clicked CLOSE. the grid came up BUT no addresses. What am I not
doing??? PLEASE HELP ME!!!

I don't have any experience making labels with mail merge so someone else
will have to chime in.
 
Just a suggestion here. Perhaps there is a better way to organize your
contacts than assigning a category for business, friends, or family. Why
not create separate contact folders for these very obvious groups? For
example, we have created folders within the standard 'Category' folder for
Family, Friends, Business, Church, etc. Be sure to go to the 'Properties'
option for each folder and mark the option to show the folder's contacts in
the address book on the 'Outlook Address Book' tab. If you do not do this,
they will not show up in the contacts window. Now you can navigate to any
of these folders and simply select all the contacts in that folder for a
given purpose or even include them all in a single distribution list for
emailing or merging as a group.

Good Luck with your project!

******************************
 
I need to clarify something here. When referring to the 'Category' folder,
I meant the 'CONTACT' folder. Sorry for the improper wording.
 
Back
Top