Creating a document for a Contact

  • Thread starter Thread starter Laura
  • Start date Start date
L

Laura

I'd like to be able to set up "forms" for fax coversheets, letters, and
other documents that include outlook contact info.

Is there a way to have a word template or form set up so that I can just
click a button to choose the Outlook contact info to merge with it?

The "insert address" button won't work because sometimes I'll want to fill
in the fax number, or place the recipient name in a few places throughout
the document -- not just plop in an address at the cursor.

I know how to create a mail merge document in Word, and then from Outlook
Contacts choose Tools, Mail Merge, merge selected contact only, select the
document, have it open in word, then choose Merge to New document once in
Word. But this seems like a LOT of steps.

I just want to make sure I'm not missing somethign!
Thanks.
 
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