Merge a contact to a Cover letter

[macdonaldmel]

Is there any way that you can right click on a contact and have it
automatically merge the contact's name and other requested information
into a Word document (ideally have a few different forms--fax cover,
quote, etc...)? A coworker does this through ACT! database and it
saves a ton of time, but I can't seem to figure it out in outlook. I'm
using Outlook 2003 with BCM. Any suggestions would be appreciated.
Thanks.

 

[Patricia Cardoza [MSFT]]

Right click, no, But you can select the Actions menu and then choose from a
whole bunch of options (provided you're also using Word 2003). You can
create a new letter to the contact directly from the Actions menu.

 

[macdonaldmel]

Unfortunately, that doesnt work because I would still have to insert my
companies letterhead every time. I also need more than one "letter"- I
need one for fax covers and one for quotations.

 

[Judy Gleeson MVP Outlook]

I think the word doc you choose to use as described by Patricia can be a
template - so make one for each standard doc you need to send out. Your
friend with ACT! will have done that as well.
--

Judy Gleeson [MVP Outlook]
Acorn Training and Consulting
www.acorntraining.com.au

Everyone - turn on your Advanced Toolbars and learn how to use the Field
Chooser and Group by Box!!