Merge a contact to a Cover letter

  • Thread starter Thread starter macdonaldmel
  • Start date Start date
M

macdonaldmel

Is there any way that you can right click on a contact and have it
automatically merge the contact's name and other requested information
into a Word document (ideally have a few different forms--fax cover,
quote, etc...)? A coworker does this through ACT! database and it
saves a ton of time, but I can't seem to figure it out in outlook. I'm
using Outlook 2003 with BCM. Any suggestions would be appreciated.
Thanks.
 
Right click, no, But you can select the Actions menu and then choose from a
whole bunch of options (provided you're also using Word 2003). You can
create a new letter to the contact directly from the Actions menu.
 
Unfortunately, that doesnt work because I would still have to insert my
companies letterhead every time. I also need more than one "letter"- I
need one for fax covers and one for quotations.
 
I think the word doc you choose to use as described by Patricia can be a
template - so make one for each standard doc you need to send out. Your
friend with ACT! will have done that as well.
--

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!
 
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