> Hi
> I 'solved' this problem by having a series of templates for mail merges from
> BCM which I store in a single folder. (BCM 2; Office 2003)
> I have aMailMergebutton in the toolbar (cannot recall if this is there as
> standard or whether I used the 'customize' ption to get it there) which I
> click with my contact selectd.
> I then get the Mail merge contacts dialog:
> select Only selected contact
> Select the merge letter I want to use (WORD document)
> Selet merge to email and click OK.
>
> The word document is opened with the merge fields completed and you can
> tailor the letter/e-mail to a specific response.
> Click merge to e-mail/printer and off you go.
>
> This has been working reasonably OK although I would get occasions when the
> word document would open immediately with my previoius merge details. This
> semed to occur if I had WORD open when I started the procedure.
> Unfortunately, as of this morning I cannot get the procedure to work at all -
> the damn WORD document opens as soon as selected every time with previous
> merge info in it. This happens no matter which 'template' I choose.
>
> I have to say, I went with BCM because it came with Office 2003. I fail to
> see why anyone would want to move from excellent programs like Goldmine, ACT!
> or Maximiser to BCM which does not seem to have been thought through at all
> from a process viewpoint and appears to be full of bugs :(
> It should help work processes but seems to hinder.
>
>
>
> "mrtimpeterson via OfficeKB.com" wrote:
> > Ed,
>
> > This has been a limitation of Outlook for a long time. Any type of
> > correspondence workflow as you describe always seems to require the use of an
> > involved Word mail merge feature. There are numerous 3rd party developed add-
> > ins to Outlook that can make your described process simpler. I don't recall
> > what they are nor do I have any links but you can probablygooglefor
> > something like this or go towww.slipstick.com.
>
> > Best wishes,
>
> > -THP
>
> > Ed Marmon wrote:
> > >Thank you for the description
>
> > >Just to get a benchmark, in competitors' mid-level CRM products, a single
> > >letter to a contactthruemail is about 3 clicks after the contact is
> > >highighted: menu -> select letter in list -> hit send.
>
> > > Can this be reduced in terms of steps to about 2-4thrumacros, and if
> > >so, how? The problem is, and I dont know how other people work out there,
> > >that a lot of work is by contact. Theres a phone call, then a
> > >conversation, then a next action determined. The phone call ends, there's
> > >often a note created, then an email sent specific to the outcome. This
> > >email is different from the last conversation, but typically is a subset
> > >of about 15-25 usual next-steps. ( confirm appt, thank for ideas, suggest
> > >next meeting with contact, etc. ). It's not part of a "mass mailing" but
> > >is very much an individual mailing. I'd like to dispense with the wizard
> > >in word, and get that letter out fast, then move on to the next contact.
> > >That's why I'd like to boil down the steps you kindly suggested to
> > >something more managable if done 80-120 times a day. I know I can design
> > >a form letter in word. Ideally I'd like to have an extra menu item in the
> > >outlook screen when teh business contacts folder is active that lets me
> > >choose one of 15-25 letters, then brings it up, then I hit send to send
> > >it to the contact I just spoke to.
>
> > >I think I'm 1/2 way there. Thanks and looking forward.
>
> > >> In Outlook with BCM 2007, you can:
> > >> 1.) Right-click on a Business Contact and select "Create | New
> > >[quoted text clipped - 11 lines]
> > >> Business Contact form's History page regardless of your E-mail
> > >> Auto-link settings.
>
> > --
> > Message posted via OfficeKB.com
> >
http://www.officekb.com/Uwe/Forums.aspx/outlook-bcm/200702/1- Hide quoted text -
>
> - Show quoted text -