Making contact list for mail merge

[SMUFL]

If I want to do a mail merge letter to a group of contacts chosen from my
Outlook files, how do I make the list just for that mail merge letter and
then use the same list for the envelopes?

 

[Graham Mayor]

Start the merge from Outlook -
http://www.gmayor.com/mailmerge_from_outlook.htm

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Graham Mayor - Word MVP


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[SMUFL]

Thanks, Graham. I went to Outlook (2002). Using either that or Word, I'm
still stopped at the same place. How do I select items from Outlook that
will merge into my letter and then the envelope? For example, how do I say,
"This letter only goes to people who live in NY" and then prepare a list of
those contacts and save it separately from the total list?

 

[Graham Mayor]

You select the records from the main Outlook merge screen illustrated in the
web page, using Outlook's filters if necessary and merge to letter and
envelope using the same data set.

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Graham Mayor - Word MVP


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[SMUFL]

I think I'm almost there. If I select the records -- and I was able to do
that -- how do I name the group so that I can use it next week or next year
for a future mail merge?

 

[Graham Mayor]

On the Outlook data screen, check the box against 'permanent file' and give
it a name in the adjacent box. Use that file as your merge data file.

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Graham Mayor - Word MVP


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