Merge contact into word template Jimmy Stahl 6/2/2007 1:14:02 AM While evaluating converting to this new BCM from ACT!, I spent six hours trying to find how to send a letter template to a contact and finally have arrived here. I simply CAN NOT believe that Microsoft does not have a main ribbon button (3 click process) to fill in name and address in a letter template! IT IS INEXCUSABLE in a document merge to contact piece of software that one has to set up a marketing campaign to send a letter to a single selected contact! This is more outrageous than the joke of a check voucher provided in the new "Quickbooks Killer" accounting program. Such little fundamental flaws ruin the whole product and the Microsoft reputation or good will is further damaged. Get these little fundamentals fixed FAST before many people vote with their feet. This are choke points that discourage people. Its bad enough the program is so slow, but when the end result isn't well thought out, CU LATER! -- J5 XP Machines

Re: Merge contact into word template "mrtimpeterson via OfficeKB.com" <u8453[ at ]uwe> 6/2/2007 7:34:27 AM I feel your pain Jimmy! It has been 4+ years of such BCM ineptness. Things have been improving but MS improvements happen ever so sloooooooowly! I have been in a front row seat bitching at this same circus for a long time now myself and time just keeps on marching on. All is not indifference among the vast Redmond Bureacracy however. Maybe with version 4, ... or 5, ...sigh! -THP Jimmy Stahl wrote: [Quoted Text] >While evaluating converting to this new BCM from ACT!, I spent six hours >trying to find how to send a letter template to a contact and finally have >arrived here. I simply CAN NOT believe that Microsoft does not have a main >ribbon button (3 click process) to fill in name and address in a letter >template! IT IS INEXCUSABLE in a document merge to contact piece of software >that one has to set up a marketing campaign to send a letter to a single >selected contact! > >This is more outrageous than the joke of a check voucher provided in the new >"Quickbooks Killer" accounting program. Such little fundamental flaws ruin >the whole product and the Microsoft reputation or good will is further >damaged. > >Get these little fundamentals fixed FAST before many people vote with their >feet. This are choke points that discourage people. Its bad enough the >program is so slow, but when the end result isn't well thought out, CU LATER! -- Message posted via OfficeKB.com http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1

Re: Merge contact into word template fusionloch 6/6/2007 11:09:00 AM "mrtimpeterson via OfficeKB.com" wrote: [Quoted Text] > I feel your pain Jimmy! It has been 4+ years of such BCM ineptness. Things > have been improving but MS improvements happen ever so sloooooooowly! I have > been in a front row seat bitching at this same circus for a long time now > myself and time just keeps on marching on. > > All is not indifference among the vast Redmond Bureacracy however. Maybe > with version 4, ... or 5, ...sigh! > > -THP > > Jimmy Stahl wrote: > >While evaluating converting to this new BCM from ACT!, I spent six hours > >trying to find how to send a letter template to a contact and finally have > >arrived here. I simply CAN NOT believe that Microsoft does not have a main > >ribbon button (3 click process) to fill in name and address in a letter > >template! IT IS INEXCUSABLE in a document merge to contact piece of software > >that one has to set up a marketing campaign to send a letter to a single > >selected contact! > > > >This is more outrageous than the joke of a check voucher provided in the new > >"Quickbooks Killer" accounting program. Such little fundamental flaws ruin > >the whole product and the Microsoft reputation or good will is further > >damaged. > > > >Get these little fundamentals fixed FAST before many people vote with their > >feet. This are choke points that discourage people. Its bad enough the > >program is so slow, but when the end result isn't well thought out, CU LATER! > > -- > Message posted via OfficeKB.com > http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200706/1 > > You can't do it directly from BCM - it has to be done from Word. In word on the ribbon select Mailings and Start Mail Merge, pick the type you want - letter etc. Now click Select Recipients and Select from Outlook Contacts, your then given the choice of accounts, Business contacts, contacts, accounts, business leads. Selecting Busniess contacts then gives you a list of all the contacts you have - pick the one(s) you want and then you can access the Write and Insert Fields buttons - assuming you haven't created a template file first!! Have a play and you should be able to sort it out.