How do you do a mail merge using a category?
I would of never thought doing a mail merge by category would be so
difficult. I have followed every step precisely. I have my Outlook contacts
sorted by Category and I want to print mailing labels for each category. The
AddressBlock field is in view, when I go to do the merge, my tabs are
blank
Here are the specific steps I followed.
1. I begin in Outlook 03 in category view. I have categorized all my
contacts so I can choose specific ones for emails and mailing labels. I
highlight the category, then hit tools, then mail merge
2. I choose "Only Selected Contacts" & "Contact fields in Current View."
In
merge options, I choose Mailing labels, click O.K
3. A box appears saying "Outlook has created a Mail Merge document and
prepared your contact data for you. In order to complete the setup for
Mailing labels you have to press the "setup button" in section 1 of the
Mail
Merge helper dialog. I click O.K
4. The Mail Merge helper comes up, the Mailing labels are chosed, label
size
(8160) data source has already been selected, I hit Cancel. Now I have a
blank label screen in Word. I go to Tools, Letters and Mailings, then
Mail
Merge.
5. The table on the right side pops up, Under Select Recipients, I choose
use an existing client list (its selected by default). I click Step 3 of
6
(Arrange Your Labels) Under Arrange your labels, I choose Address Block,
then
Hit O.K, the Address Block appears in the first label on the sheet.
6. Under Replicate Labels, I click update all labels, the AddressBlock appears in all the tabs.....when I click preview
your labels (Step 4 of 6) I get a blank screen. Do I have to Merge a different field or something. Why are the addresses not coming up??
"Sue Mosher [MVP-Outlook]" wrote:
I've never mixed fields from the two lists like that.
Did you see my earlier tip on copying the AddressBlock field? The same would apply to other fields if you use them instead, if the Update All Labels command doesn't do it for you automatically.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx
"Info" wrote in message ...
OK, what do I choose in the Database field? I chose Full Name then in the
Address field I chose Address 1 then when I go to replicate all the lables,
the fields come up but when I go to merge only the persons name is coming up
in all the tabs. Why isn't the entire mailing address coming up in all the
tabs?
"Sue Mosher [MVP-Outlook]" wrote:
If you want all the fields available in an OUtlook contact, use Database fields.
"Info" wrote in message ...
In Step 7 of the instructions, I click Insert Merge Fields, do I insert
Database fields or Address Fields? I am assuming address fields, I'm not
sure what to select but I selected Address 1, clicked Insert, the Close. I
do not see anywhere to click Propogate Labels (as instructed in Step 8)???
"Russ Valentine [MVP-Outlook]" wrote:
Why are you doing step 5? You selected your recipients at the beginning.
In Outlook/Word 2002/2003 there is an extra step required to create mailing
labels. Instructions he
http://support.microsoft.com/?kbid=284401
--
Russ Valentine
[MVP-Outlook]
"Info" wrote in message
...
Russ,
Here are the specific steps I followed.
1. I begin in Outlook 03 in category view. I have categorized all my
contacts so I can choose specific ones for emails and mailing labels. I
highlight the category, then hit tools, then mail merge
2. I choose "Only Selected Contacts" & "Contact fields in Current View."
In
merge options, I choose Mailing labels, click O.K
3. A box appears saying "Outlook has created a Mail Merge document and
prepared your contact data for you. In order to complete the setup for
Mailing labels you have to press the "setup button" in section 1 of the
Mail
Merge helper dialog. I click O.K
4. The Mail Merge helper comes up, the Mailing labels are chosed, label
size
(8160) data source has already been selected, I hit Cancel. Now I have a
blank label screen in Word. I go to Tools, Letters and Mailings, then
Mail
Merge.
5. The table on the right side pops up, Under Select Recipients, I choose
use an existing client list (its selected by default). I click Step 3 of
6
(Arrange Your Labels) Under Arrange your labels, I choose Address Block,
then
Hit O.K, the Address Block appears in the first label on the sheet.
6. Under Replicate Labels, I click update all labels, when I click preview
your labels (Step 4 of 6) I get a blank screen. Do I have to Merge a
field
or something. Why are the addresses not coming up??
Thanks,
Mike
3.
"Russ Valentine [MVP-Outlook]" wrote:
All what steps? How are we supposed to know what steps you are following?
You cannot select a category for a mail merge unless you do so as the
first
step and do the merge from Outlook.
--
Russ Valentine
[MVP-Outlook]
"Info" wrote in message
...
I am trying to print mailing labels by selecting a specific category
group
then doing a mail merge in Outlook 03. I understand all the steps but
seem
to be missing something.....When I get to step 4, I choose Address
block,
then when I click on Update Labels, I am getting a Yes Yes Yes on all
the
labels and the addresses are not coming up for the selected category.
What
am I missing here??
Thanks,
Mike
"Sue Mosher [MVP-Outlook]" wrote:
Display your contacts folder with the By Category view.
Select the items in the desired category.
Choose Tools | Mail Merge.
Follow the prompts from there.
--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003
http://www.turtleflock.com/olconfig/index.htm
and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
http://www.outlookcode.com/jumpstart.aspx
"Maren" wrote in message
...
I am trying to make labels and I would like to use only the contacts
in
a
certain category. Does anyone have any suggestions for how to do
this?
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