Merging From OL to Publisher

R

Rob A

Hi,
I don't know if this a publisher or an OL ?.

I want to be able to merge to a category of OL. When I am in a Publisher
File that I want to do a mail merge, I go through the wizard which is great,
then when I choose the contacts folder, I get the Mail Merge Recipients
Window. At that point categories are not an option to filter. Is it possible
to add categories as an option to the Mail Merge Recipients Window?

The way I do it now is to keep an empty contact folder and copy the category
over and then merge that folder.
 
R

Rob A

Hi, I am pretty familiar with merging. It seems that MS uses categories
different then my thinking. I like to keep most everyone in my main contacts
folder and use categories. I have many contacts that are multiple
categories, i.e. Past Client, SOI, Investor, Builder... As you can see that
using folders to separate would be not be ideal. One piece of contact
information changes it would not be fun to update.

There is no option to merge to a category form the Mail Merge Recipients
Window. In either version '03, '07

When you start in Publisher, you drill down to the OL Mail Merge Recipients
Window and there is no option for category.

When you start out in OL it uses a word doc and not publisher.
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top