Mail merge again

  • Thread starter Thread starter Thorbjorn Sundboe
  • Start date Start date
T

Thorbjorn Sundboe

I run OE 2003 with BCM. I want to be able to select a single contact from
BCM DB, select a template with merge fields already inserted, and push a
button to insert data into fields. Sounds like a reasonable task, doesn't
it? Months ago, I used advice from slipstick to create a macro to insert an
address into word. This never entirely worked for me, because my data fields
were always truncated when inserted into the document.

Now I spend so much time entering data in the database into documents, I
want to give it a second go.

I have tried "To start a Word letter from an Outlook contact" from
http://www.slipstick.com/contacts/startletter.htm and have problems. I seem
to lose the point on how to select my single contact for merge. After
choosing Tools/Mail Merge, I choose Only Selected Contacts and All Contact
Fields (although I only want the fields that I have already in my template,
but I have to choose one) and then Existing Document, From Letters and New
Document.Clicking OK gives me a warning " Opening this document will run the
following SQL command: Select * from" and then a path to a word doc.
Clicking Yes opens my template.

I now click Merge to New Doc, and a dialog appears: All/Current
Record/From-To. I selct Current Record (although not sure when this was
selected) and it inserts some data (not complete) from the last record in my
database (not the one selected with the cursor anyway).

Any suggestions?

Cheers, Thorbjorn
 
Run the first merge by selecting the contact and running through the mail
merge wizard. Save the document when you are finished.

On subsequent runs, choose your new contact and run the mail merge and
choose to do so to an existing document. Browse and select the document.
Your new merge data will be inserted.
 
To make sure I understand what you mean: I select the contact by opening it
in the BCM Account list. The only way I found out to start the mail merge
wizard is under Actions/New Letter to Account. Doing so brings up the Letter
Wizard where I can choose Page Design, etc.

Problem with this wizard is that it does not let me choose which fields I
want and where on the page I want to put them; they are predefined for me
and that does not get me anywhere.

There must be a way for me to make a template, select a contact and have its
data filled into the form?

Cheers, Thorbjorn
 
Don't open the contact. Get it in a list then highlight it. From the tools
menu, start the mail merge.
 
Guy

Got it, it works for me now. Thanks a lot, you just saved me a lot of time!

Cheers, Thorbjorn
 
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