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  1. #1
    New Lounger
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    Outlook as a data source (Office 2003)

    I have a client that is driving me nuts. He insists that he wants to use his Outlook contacts list as a data source for his word letter templates. He wants to open a Word document and hit a drop down box which will autofill in the appropriate info to the template (customer info like address fax number etc) so he won't have to type all of the info in or go through a Word Mail Merge wizard which is a lengthy process. I suggested an online app (ASP.NET) but he wants this stuff to happen just within his Office files (just Outlook and Word) Is this possible within office?

  2. #2
    Plutonium Lounger
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    Re: Outlook as a data source (Office 2003)

    The easiest way to do this is from Outlook:
    - Select the contacts you want to merge, or filter your contacts so that only the ones you need are displayed.
    - Select Tools | Mail Merge
    - Specify that you want to merge selected contacts only, make other choices as appropriate, then click OK.
    - Word will be activated, and you can continue as usual.

  3. #3
    New Lounger
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    Re: Outlook as a data source (Office 2003)

    First sorry about the cross-postings. I didn't know quite which one Outlook or Outlook Express would be the right place. Anyhow I have tried to do that merge and all it does is open a new empty Word doc. I then tried to create a template and then tried to merge with the existing template that I created but all I get is the template with empty fields.

  4. #4
    Plutonium Lounger
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    Re: Outlook as a data source (Office 2003)

    When you select Tools | Mail Merge in Outlook, you can specify whether you want to start with an empty new document or with an existing document. In both cases, clicking OK will "connect" the document with the data source, and you should see the Mail Merge toolbar in Word. You can use the Insert Merge Fields button on this toolbar to insert merge fields (i.e. properties of the contacts) into the document.
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  5. #5
    Super Moderator jscher2000's Avatar
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    Re: Outlook as a data source (Office 2003)

    I'm sure there are commercial add-ins for Word that integrate it tightly with Outlook Contacts. If you can't find one, it could be an opportunity to build one. <img src=/S/smile.gif border=0 alt=smile width=15 height=15>

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