You probably need to discuss with the boss what data they need to be able to
sort and group by - so that the extra field you make is going to be as
useful as possible. What EXACTLY are they trying to achieve? If you can
find that out, I can REALLY help.
Here are a bunch of steps that start the process to do what you broadly
described (this is not a short process!)
1. Open the Contact Folder
2. Change to the Phone List view
3. Turn on your advanced Toolbar (View | Toolbars)
4. Find the Field Chooser on the toolbar abd click it.
5. Use the New button on the Field Chooser to make a New Field that is a
Date/Time field and set how you want it to display. This will be the field
you use for a "reminder letter" field. Call it whetever you want it to say
eg reminder letter.
6. Drag the new field from the Field Chooser window to the table - drop
it beside an existing column header/field name eg Company. You'll now have
an empty data field ready to use.
7. type a date in the field for each Contact.
8. sort by that field (click the column header)
9 select a range of people to email to now that it's sorted by date
(shift click)
10 emailmerge or mailmerge to those people. (next installment - see how
you go with the first bit OK)
Judy Gleeson
MVP Outlook
Outlook trainer and author of Productiv_IT with Outlook
read my articles he
www.judygleeson.com
Canberra, Australia
how to post questions:
http://support.microsoft.com/?id=555375
"Traci" wrote in message
...
I am working with Office 2007, I have never done anything like this before,
I
work in an accounting office and my boss just told me to do this. Any
help
would be greatly appreciated. Thanks
"Judy Gleeson (MVP Outlook)" wrote:
Hi Tarci
You could just do the mailmerge to the relevant people each month from
Outlook Contacts. I would use a field "date of last visit" sort by it.
Select the people that fall in the date range you want to merge to and
merge
them either a letter or an email.
If you want exact instructions on how to do any of those steps:
1 tell us your version
2 tell us which steps you don't know how to do
Judy Gleeson
MVP Outlook
Outlook trainer and author of Productiv_IT with Outlook
read my articles he www.judygleeson.com
Canberra, Australia
how to post questions: http://support.microsoft.com/?id=555375
"Traci" wrote in message
...
I am trying to send our clients reminder cards for their next
appointment.
they are set up to have recurring appointments once a year. Is there
any
way
I can do this without importing/exporting and then doing a mail merge?
Thanks