Document Templates

  • Thread starter Thread starter Mark
  • Start date Start date
M

Mark

Is there a way to dynamically sync data between a contact
in BCM and a Word or Excel Doc. In other words, I want to
use a Quotation template and copy Name, Address, City, etc
into a document. Is this supported?
 
Pushing data into a Word or Excel template is a common technique for creating custom reports with Outlook items (and that would include contact items). The VBA code is relatively straightforward (see http://www.slipstick.com/dev/customprint.htm). You could also use mail merge or the other techniques described at http://www.slipstick.com/contacts/startletter.htm
--
Sue Mosher, Outlook MVP
Outlook and Exchange solutions at http://www.slipstick.com
Author of
Microsoft Outlook Programming: Jumpstart
for Administrators, Power Users, and Developers
 
Back
Top