Outlook to Word merge.

[tilltek]

I have just spent 6 hours trying to do something that I thought would take minutes.
I want to write a Word document to a contact from Outlook. In outlook I have the fields...
Company
First
Second
Address 1
Address 2
City
State
Post code

My question has three parts
1: How do I make a Word document template that will always be used for these letters?
2: How do I get Word to use Company before Names.
3: How can I auto name the document in the format &quot;<Company> march invoice.doc&quot; where <Company> is merged.
I hope someone can help with this as I'm pulling my hair out here.
Ken

 

[VirtualTrainer]

Are you creating this from within Word, using the Mail Merge feature? I may be able to help, although I am not sure you would be able to auto name the document.

Karyn

Karyn's Toolkit
Free Microsoft Office Tutorials

http://tutorials.esmartweb.com

 

[tilltek]

Karyn, what I'm doing is selecting &quot;New Word document&quot; for a contact in Outlook.
The contact might be company &quot;FREDS PIES&quot; name &quot;FRED&quot; surname &quot;SMITH&quot;. When I use &quot;New Word document&quot; the Word document automaticaly fills in FRED SMITH and ADDRESS whereas what I need is for it to fill in &quot;FREDS PIES&quot; (the company) and ADDRESS.

Then, Word asks if it can save it as FRED SMITH.doc I need it to save it as &quot;Yearly invoice to FREDS PIES.doc&quot;

In other words, I guess all I need is to have outlook pass the company rather than names to Word.
Any ideas?
Ken

 

[VirtualTrainer]

If you write a letter using the Letter wizard in Outlook, you just have to deal with the presets contained in it. As far as I know, there is no way to change the order of fields or the default name of the document other than manually retyping it when you save it.

What looks like a better fit for your situation, is to use Mail Merge. (From within Outlook.. you can choose Tools/Mail Merge). Then you can use the Insert Merge Field button on the toolbar in Word to insert the fields in any order you wish, type out the letter, and save that as a template. After that, you'll choose the button on the toolbar in Word for &quot;Merge to new document&quot;.

If you create the mail merge from within Word, Tools/Mail Merge, and choose to use your Outlook Contacts as your data source, you can use the letter template you create for specific people or groups of people by choosing the &quot;Merge...&quot; button and selecting &quot;Query Options&quot;.

If you will want to use the same letter many times for different people or groups of people, I would suggest doing a Mail Merge from within Word. You can use your Outlook Contacts as the data source.

For more info on mail merge in Word:

http://tutorials.esmartweb.com/word/mailmerge.htm

Note that on step 2 of that tutorial, you would select &quot;Use Address book&quot;, instead of &quot;Create data source&quot;.

I see no way of getting around the naming portion of your question, other than manually retyping the name of the letter in the save box.

Karyn


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Free Microsoft Office Tutorials

http://tutorials.esmartweb.com