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Hello,
I have Outlook 2007 with Business Contact Manager installed.I have a
list of Business Contacts who I wish to send a letter to so I started a
new Campaign, went through each of the steps and then clicked Launch.
When in my letter, the problem I having is I can't see the Courtesy
Title or Salutation (ie. Mr., Mrs. etc.). The Greeting Line displays
'Dear Joe Bloggs' each time regardless of what I select. So I thought
I'd use my own Dear line and used Dear <<Courtesy Title>> <<Last Name>>
which just displays - Dear Bloggs - the title is still missing. The
Courtesy Title is taken from an 'Address Field' selections and is blank
for all records. There is nothing in the 'Database Fields' that seems
to do what I want it to do.
The only thing I seem to be able to get with 'Mr.' in it is the Full
Name (ie. Mr. Joe Bloggs) which is not what I want.
I'm sure this has come up before, however can anybody make any
suggestions?
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Dude:
Go into a Business Contact record and click on the Full Name button. This
brings up a dialog that shows you what the Title value is for that contact.
Sounds like the merge is working but you don't have any data entered.
HTH,
Lon
"heydude" wrote:
[Quoted Text] > Hello,
>
> I have Outlook 2007 with Business Contact Manager installed.I have a
> list of Business Contacts who I wish to send a letter to so I started a
> new Campaign, went through each of the steps and then clicked Launch.
>
> When in my letter, the problem I having is I can't see the Courtesy
> Title or Salutation (ie. Mr., Mrs. etc.). The Greeting Line displays
> 'Dear Joe Bloggs' each time regardless of what I select. So I thought
> I'd use my own Dear line and used Dear <<Courtesy Title>> <<Last Name>>
> which just displays - Dear Bloggs - the title is still missing. The
> Courtesy Title is taken from an 'Address Field' selections and is blank
> for all records. There is nothing in the 'Database Fields' that seems
> to do what I want it to do.
>
> The only thing I seem to be able to get with 'Mr.' in it is the Full
> Name (ie. Mr. Joe Bloggs) which is not what I want.
>
> I'm sure this has come up before, however can anybody make any
> suggestions?
>
>
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Hi Lon,
I'm afraid that's not the answer. The data is there which is why it
shows up in Full Name within the merge, however the Courtesy Title
field is empty.
I'm not even sure if Courtesy Title is what I should be looking at but
it's the closest to it that I can see.
Lon Orenstein wrote:
[Quoted Text] > Dude:
>
> Go into a Business Contact record and click on the Full Name button. This
> brings up a dialog that shows you what the Title value is for that contact.
> Sounds like the merge is working but you don't have any data entered.
>
> HTH,
> Lon
> > I'm sure this has come up before, however can anybody make any
> > suggestions?
> >
> >
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Hmmm... I went into Word and created some merge fields using First Name, Last
Name, Title, and Courtesy Title. When I Previewed Results, the Title and
Courtesy Title were the same -- I changed some contact records to a TestTitle
value to make sure it was working.
Have you fiddled with the Match Fields option? You have the ability in
there to change what "Courtesy Title" is matched to -- is that an answer?
Lon
"heydude" wrote:
[Quoted Text] > Hi Lon,
>
> I'm afraid that's not the answer. The data is there which is why it
> shows up in Full Name within the merge, however the Courtesy Title
> field is empty.
>
> I'm not even sure if Courtesy Title is what I should be looking at but
> it's the closest to it that I can see.
>
>
> Lon Orenstein wrote:
> > Dude:
> >
> > Go into a Business Contact record and click on the Full Name button. This
> > brings up a dialog that shows you what the Title value is for that contact.
> > Sounds like the merge is working but you don't have any data entered.
> >
> > HTH,
> > Lon
>
> > > I'm sure this has come up before, however can anybody make any
> > > suggestions?
> > >
> > >
>
>
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Hi Lon,
I can't understand why it's working for you and not for me. I haven't
customised any part of BCM nor do I have a fancy setup that could
confuse things.
I did go into Match Fields but I couldn't see anything for title so I
didn't match anything - I just left it.
Lon Orenstein wrote:
[Quoted Text] > Hmmm... I went into Word and created some merge fields using First Name, Last
> Name, Title, and Courtesy Title. When I Previewed Results, the Title and
> Courtesy Title were the same -- I changed some contact records to a TestTitle
> value to make sure it was working.
>
> Have you fiddled with the Match Fields option? You have the ability in
> there to change what "Courtesy Title" is matched to -- is that an answer?
>
> Lon
>
>
> "heydude" wrote:
>
> > Hi Lon,
> >
> > I'm afraid that's not the answer. The data is there which is why it
> > shows up in Full Name within the merge, however the Courtesy Title
> > field is empty.
> >
> > I'm not even sure if Courtesy Title is what I should be looking at but
> > it's the closest to it that I can see.
> >
> >
> > Lon Orenstein wrote:
> > > Dude:
> > >
> > > Go into a Business Contact record and click on the Full Name button. This
> > > brings up a dialog that shows you what the Title value is for that contact.
> > > Sounds like the merge is working but you don't have any data entered.
> > >
> > > HTH,
> > > Lon
> >
> > > > I'm sure this has come up before, however can anybody make any
> > > > suggestions?
> > > >
> > > >
> >
> >
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On 22 Jan, 15:49, "heydude" <heydude78...[ at ]yahoo.co.uk> wrote:
[Quoted Text] > Hi Lon,
>
> I can't understand why it's working for you and not for me. I haven't
> customised any part of BCM nor do I have a fancy setup that could
> confuse things.
>
> I did go into Match Fields but I couldn't see anything for title so I
> didn't match anything - I just left it.
>
> Lon Orenstein wrote:
> > Hmmm... I went into Word and created some merge fields using First Name, Last
> > Name, Title, and Courtesy Title. When I Previewed Results, the Title and
> > Courtesy Title were the same -- I changed some contact records to a TestTitle
> > value to make sure it was working.
>
> > Have you fiddled with the Match Fields option? You have the ability in
> > there to change what "Courtesy Title" is matched to -- is that an answer?
>
> > Lon
>
> > "heydude" wrote:
>
> > > Hi Lon,
>
> > > I'm afraid that's not the answer. The data is there which is why it
> > > shows up in Full Name within the merge, however the Courtesy Title
> > > field is empty.
>
> > > I'm not even sure if Courtesy Title is what I should be looking at but
> > > it's the closest to it that I can see.
>
> > > Lon Orenstein wrote:
> > > > Dude:
>
> > > > Go into a Business Contact record and click on the Full Name button. This
> > > > brings up a dialog that shows you what the Title value is for that contact.
> > > > Sounds like the merge is working but you don't have any data entered.
>
> > > > HTH,
> > > > Lon
>
> > > > > I'm sure this has come up before, however can anybody make any
> > > > > suggestions?
An update to this.
It's still not working at all. The match fields will ONLY allow you to
match 'Database Fields'. Courtesy Title (which is what I'm looking
for) is not in there. If, however, you go to Insert Fields on the menu
bar, you can insert 'Address' fields. This does allow you to insert
the Courtesy Title which is there. However, it's blank! If you insert
the 'Full Name' field, it does insert it properly (ie. Mr Joe Bloggs).
However to have it say 'Dear Mr Bloggs', you can't use the Greeting
Line insert. And, as 'Mr' isn;'t available through Courtesy Title, all
you get is Dear Bloggs.
This problem surely isn't isolated to me is it?
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