Start MailMerge in Outlook2203

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Guest

When I used Outlook/Word 2000, I used to be able to start Mail Merge in
Outlook with a customized folder view and get a merge file that contained
only Contacts in certain Categories, like 'Key Customer'. When I try to do
this in in Outlook 2003, the Mail Merge Helper launches in Word 2003, but it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized folder
views?
 
Provide accurate detail of the steps you used when you "do this."
It works just fine here.
 
In Outlook 2000, I entered select contacts with Categories set to Key
Customer. Then I defined a View called 'KeyCustMailing' with Settings for
Fields = Full Name, Business Address and the Advanced Filter criteria of Full
Name is not empty, Business Address is not empty, and Categories doesn't
contain personal. Then I set the Current View to KeyCustMailing and start
Mail Merge by selecting Tools, Mail Merge. On the popup, I set Contacts to
All in current view, Fields to All in Current View, Document file to New,
don't check the Permanent file box in Contact data file, select Mailing
Labels under Document Type and New Document in Merge to. When I click OK,
Word 2000 launches and the Office Assistant pops up with a box to select
either Complete Setup or Tell me more... When I click on the Complete Setup
radio button, the Mail Merge Helper pops up. I click on Setup and select the
appropriate label. When I click OK, the Create Labels popup launches with an
Insert Merge Field and an Insert Postal Bar Code buttons. This popup does not
launch when I do this same procedure in Outlook/Word 2003, and I do not get a
Mail Merge toolbar in Word 2003. In O/W 2000, I click on Insert and select
Full_Name and Business_Address and click OK. The Mail Merge Helper is then
reactivated and the Merge button is now also activiated, and I can complete
the merge process. The Merge button on this popup is never activiated when I
do this procedure in O/W 2003.
Outlook with a customized folder view and get a merge file that contained
only Contacts in certain Categories, like 'Key Customer'. When I try to do
this in in Outlook 2003, the Mail Merge Helper launches in Word 2003, but
it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of
Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized folder
views?
Click to expand...



Russ Valentine said:
Provide accurate detail of the steps you used when you "do this."
It works just fine here.
--
Russ Valentine
[MVP-Outlook]
aj said:
When I used Outlook/Word 2000, I used to be able to start Mail Merge in
Outlook with a customized folder view and get a merge file that contained
only Contacts in certain Categories, like 'Key Customer'. When I try to do
this in in Outlook 2003, the Mail Merge Helper launches in Word 2003, but
it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of
Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized folder
views?
Click to expand...
Click to expand...
 
If you don't get the Mail merge toolbar, enable it.
--
Russ Valentine
[MVP-Outlook]
aayjay said:
In Outlook 2000, I entered select contacts with Categories set to Key
Customer. Then I defined a View called 'KeyCustMailing' with Settings for
Fields = Full Name, Business Address and the Advanced Filter criteria of
Full
Name is not empty, Business Address is not empty, and Categories doesn't
contain personal. Then I set the Current View to KeyCustMailing and start
Mail Merge by selecting Tools, Mail Merge. On the popup, I set Contacts to
All in current view, Fields to All in Current View, Document file to New,
don't check the Permanent file box in Contact data file, select Mailing
Labels under Document Type and New Document in Merge to. When I click OK,
Word 2000 launches and the Office Assistant pops up with a box to select
either Complete Setup or Tell me more... When I click on the Complete
Setup
radio button, the Mail Merge Helper pops up. I click on Setup and select
the
appropriate label. When I click OK, the Create Labels popup launches with
an
Insert Merge Field and an Insert Postal Bar Code buttons. This popup does
not
launch when I do this same procedure in Outlook/Word 2003, and I do not
get a
Mail Merge toolbar in Word 2003. In O/W 2000, I click on Insert and select
Full_Name and Business_Address and click OK. The Mail Merge Helper is then
reactivated and the Merge button is now also activiated, and I can
complete
the merge process. The Merge button on this popup is never activiated when
I
do this procedure in O/W 2003.
Outlook with a customized folder view and get a merge file that contained
only Contacts in certain Categories, like 'Key Customer'. When I try to
do
this in in Outlook 2003, the Mail Merge Helper launches in Word 2003, but
it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of
Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized folder
views?
Click to expand...



Russ Valentine said:
Provide accurate detail of the steps you used when you "do this."
It works just fine here.
--
Russ Valentine
[MVP-Outlook]
aj said:
When I used Outlook/Word 2000, I used to be able to start Mail Merge in
Outlook with a customized folder view and get a merge file that
contained
only Contacts in certain Categories, like 'Key Customer'. When I try to
do
this in in Outlook 2003, the Mail Merge Helper launches in Word 2003,
but
it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of
Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized
folder
views?
Click to expand...
Click to expand...
Click to expand...
 
OK. I finally figured out how to enable to Mail Merge Toolbar. In O/W 2003
when the Mail Merge Helper pops up, I click on Setup and select the
appropriate label. When I click OK, the Create Labels popup is still not
launching as it does in O/W 2000. So I can't insert the merge fields into the
sample label, and the fields are not replicating across the page. Thanks in
advance for walking me through this process.


Russ Valentine said:
If you don't get the Mail merge toolbar, enable it.
--
Russ Valentine
[MVP-Outlook]
aayjay said:
In Outlook 2000, I entered select contacts with Categories set to Key
Customer. Then I defined a View called 'KeyCustMailing' with Settings for
Fields = Full Name, Business Address and the Advanced Filter criteria of
Full
Name is not empty, Business Address is not empty, and Categories doesn't
contain personal. Then I set the Current View to KeyCustMailing and start
Mail Merge by selecting Tools, Mail Merge. On the popup, I set Contacts to
All in current view, Fields to All in Current View, Document file to New,
don't check the Permanent file box in Contact data file, select Mailing
Labels under Document Type and New Document in Merge to. When I click OK,
Word 2000 launches and the Office Assistant pops up with a box to select
either Complete Setup or Tell me more... When I click on the Complete
Setup
radio button, the Mail Merge Helper pops up. I click on Setup and select
the
appropriate label. When I click OK, the Create Labels popup launches with
an
Insert Merge Field and an Insert Postal Bar Code buttons. This popup does
not
launch when I do this same procedure in Outlook/Word 2003, and I do not
get a
Mail Merge toolbar in Word 2003. In O/W 2000, I click on Insert and select
Full_Name and Business_Address and click OK. The Mail Merge Helper is then
reactivated and the Merge button is now also activiated, and I can
complete
the merge process. The Merge button on this popup is never activiated when
I
do this procedure in O/W 2003.
Outlook with a customized folder view and get a merge file that contained
only Contacts in certain Categories, like 'Key Customer'. When I try to
do
this in in Outlook 2003, the Mail Merge Helper launches in Word 2003, but
it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of
Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized folder
views?
Click to expand...



Russ Valentine said:
Provide accurate detail of the steps you used when you "do this."
It works just fine here.
--
Russ Valentine
[MVP-Outlook]
When I used Outlook/Word 2000, I used to be able to start Mail Merge in
Outlook with a customized folder view and get a merge file that
contained
only Contacts in certain Categories, like 'Key Customer'. When I try to
do
this in in Outlook 2003, the Mail Merge Helper launches in Word 2003,
but
it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of
Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized
folder
views?
Click to expand...
Click to expand...
Click to expand...
 
After you select the appropriate label, exit the Mail Merge Helper and use
the Mail Merge Toolbar to do the rest of the merge. Also, in Outlook/Word
2002/2003 there is an extra step required to create mailing labels.
Instructions here:
http://support.microsoft.com/?kbid=284401

--
Russ Valentine
[MVP-Outlook]
aayjay said:
OK. I finally figured out how to enable to Mail Merge Toolbar. In O/W 2003
when the Mail Merge Helper pops up, I click on Setup and select the
appropriate label. When I click OK, the Create Labels popup is still not
launching as it does in O/W 2000. So I can't insert the merge fields into
the
sample label, and the fields are not replicating across the page. Thanks
in
advance for walking me through this process.


Russ Valentine said:
If you don't get the Mail merge toolbar, enable it.
--
Russ Valentine
[MVP-Outlook]
aayjay said:
In Outlook 2000, I entered select contacts with Categories set to Key
Customer. Then I defined a View called 'KeyCustMailing' with Settings
for
Fields = Full Name, Business Address and the Advanced Filter criteria
of
Full
Name is not empty, Business Address is not empty, and Categories
doesn't
contain personal. Then I set the Current View to KeyCustMailing and
start
Mail Merge by selecting Tools, Mail Merge. On the popup, I set Contacts
to
All in current view, Fields to All in Current View, Document file to
New,
don't check the Permanent file box in Contact data file, select Mailing
Labels under Document Type and New Document in Merge to. When I click
OK,
Word 2000 launches and the Office Assistant pops up with a box to
select
either Complete Setup or Tell me more... When I click on the Complete
Setup
radio button, the Mail Merge Helper pops up. I click on Setup and
select
the
appropriate label. When I click OK, the Create Labels popup launches
with
an
Insert Merge Field and an Insert Postal Bar Code buttons. This popup
does
not
launch when I do this same procedure in Outlook/Word 2003, and I do not
get a
Mail Merge toolbar in Word 2003. In O/W 2000, I click on Insert and
select
Full_Name and Business_Address and click OK. The Mail Merge Helper is
then
reactivated and the Merge button is now also activiated, and I can
complete
the merge process. The Merge button on this popup is never activiated
when
I
do this procedure in O/W 2003.
Outlook with a customized folder view and get a merge file that
contained
only Contacts in certain Categories, like 'Key Customer'. When I try
to
do
this in in Outlook 2003, the Mail Merge Helper launches in Word 2003,
but
it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of
Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized
folder
views?



:

Provide accurate detail of the steps you used when you "do this."
It works just fine here.
--
Russ Valentine
[MVP-Outlook]
When I used Outlook/Word 2000, I used to be able to start Mail Merge
in
Outlook with a customized folder view and get a merge file that
contained
only Contacts in certain Categories, like 'Key Customer'. When I try
to
do
this in in Outlook 2003, the Mail Merge Helper launches in Word
2003,
but
it
says it cannot find the data source created by Outlook. When I start
MailMerge from Word 2003, it grabs the entire Contacts folder out of
Outlook
2003, including those not designated as 'Key Customer'.

How do I start MailMerge in Outlook 2003 to use my old customized
folder
views?
Click to expand...
Click to expand...
Click to expand...
 
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