mail merge in outlook 2007 by category

[Pat P]

Hi, I am very new to this program so I need a bit of help.
My system is XP and I have office and outlook 2007.
When I am in Outlook with the category open that I want to merge. I request
mail merge with existing document., followed by mail merge group I pick the
mail merge group in outlook but it will not let me select the category and
all my contacts merge. What am I doing wrong.

 

[Brian Tillman]

Hi, I am very new to this program so I need a bit of help.
My system is XP and I have office and outlook 2007.
When I am in Outlook with the category open that I want to merge. I
request mail merge with existing document., followed by mail merge
group I pick the mail merge group in outlook but it will not let me
select the category and all my contacts merge. What am I doing wrong.

I don't think you can mail merge to a category. Instead, separate contacts
folders should provide the functionality you seek.

 

[Pat P]

I don't think you can mail merge to a category. Instead, separate contacts
folders should provide the functionality you seek.

Were do I find this separate contacts folder and how do I get my contacts in
to it

 

[Russ Valentine [MVP-Outlook]]

It is not necessary to create a separate Contacts Folder for a mail merge if
you start the merge from Outlook. Just select the category first, then
perform the merge to "selected Contacts."

 

[Diane Poremsky {MVP}]

No, no need for a separate folder. Just use the category view on outlook,
select the category and start the merge from outlook.

 

[Brian Tillman]

It is not necessary to create a separate Contacts Folder for a mail
merge if you start the merge from Outlook. Just select the category
first, then perform the merge to "selected Contacts."

D'oh! You and I did this once before, didn't we? I forgot about this then,
and still don't remember it. Maybe I'll finally get it through my head.

 

[Pat P]

Thank you for your input the step that I was missing is click on first name
in the categoty and then hold down shift and click on the last name in
category to highlight only the catagory that I wanted. I have it working now.

Pat P

It is not necessary to create a separate Contacts Folder for a mail merge if
you start the merge from Outlook. Just select the category first, then
perform the merge to "selected Contacts."
--
Russ Valentine
[MVP-Outlook]

Were do I find this separate contacts folder and how do I get my contacts
in
to it

 

[Cindy]

Hi Pat,

I start by sorting by categories then highlighting the category I want to
merge then go to mail merge.