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#1
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Yes I did look completely through every possible list of fields available ...
custom fields don't appear. I did write to the programmer for the outlook form and, according to them, this is a known problem. Not only do the fields not appear, the form itself does not appear in the selection list for custom fields either. "Judy Gleeson (MVP Outlook)" wrote: It's most unusual that the field is not in the Insert Merge Fields pop up window - did you look at the bottom as sometimes they do not appear in alpha order??? Judy Gleeson MVP Outlook Outlook trainer and author of Productiv_IT with Outlook www.acorntraining.com.au "I not only use all the brains I have, but all I can borrow." (Woodrow Wilson) "Gabrielle" wrote in message ... It looks as though a temporary work around is to display all fields in the current outlook view, then select all of the records (contacts) I need to use in the merge. Then copy to Excel and complete the merge using the Excel worksheet as the data source rather than Outlook. This is a cumbersome work around but almost works. The only thing that's happening now ... and who knows why ... is that IF the postal code is anything other than five digits, Word merges a "0" value as opposed to the actual postal code. Messy, especially when some of the codes are a combination of letters and numbers (such as Canadian zip codes) or when the five+four digit zip codes have actually been input. Also, if the address in the form actually is a combination of street address, city, state & zip (as it does appear), then Excel dumps the city, state & zip to the next row, as opposed to a separate column. Messy, messy. So .... the fields in the Outlook view must be separated to street address, city, state, postal code in order for the copy and paste process to work right (except for that postal code thing). It's a cludgy work-around, but it works. I can't understand why all of the Office suite can't shake hands and be nice. "Judy Gleeson (MVP Outlook)" wrote: If you have a user defined field in Outlook Contacts, you can merge to Word for email or printing easily: select the Contacts to merge to Tools | mailmerge to new document/or email Use the Insert Merge Fields button to access the Contacts fields (including your User Defined fields) Keep away from Insert Word fields!! I hope this helps you at least a little bit! Judy Gleeson MVP Outlook Outlook trainer and author of Productiv_IT with Outlook www.acorntraining.com.au "I not only use all the brains I have, but all I can borrow." (Woodrow Wilson) "Gabrielle" wrote in message ... I have a custom form and need to merge data from one of the fields to my Word merge doc. When I attempt to access the field in word, it doesn't appear on the list. I desperately need this information, which is why it's being collected on the custom form. I've tried exporting to Excel to grab the data ... doesn't work. I've tried merging directly from the Outlook view that displays the information ... doesn't work. How can I get this information from within Word? Help??? |
#2
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I've made new fields and used them in merges to Contacts many times and in
hundreds of sites. So I'll persevere.... Does it work if you start from Phone List view and select the Contacts you want to merge to from there? That works for me every time. Just use the Field Chooser to show your field and then group or sort by it to find the right Contacts. Then Tools | Mailmerge | etc. I hope this helps you at least a little bit! Judy Gleeson MVP Outlook Outlook trainer and author of Productiv_IT with Outlook www.acorntraining.com.au "I not only use all the brains I have, but all I can borrow." (Woodrow Wilson) "Gabrielle" wrote in message ... Yes I did look completely through every possible list of fields available ... custom fields don't appear. I did write to the programmer for the outlook form and, according to them, this is a known problem. Not only do the fields not appear, the form itself does not appear in the selection list for custom fields either. "Judy Gleeson (MVP Outlook)" wrote: It's most unusual that the field is not in the Insert Merge Fields pop up window - did you look at the bottom as sometimes they do not appear in alpha order??? Judy Gleeson MVP Outlook Outlook trainer and author of Productiv_IT with Outlook www.acorntraining.com.au "I not only use all the brains I have, but all I can borrow." (Woodrow Wilson) "Gabrielle" wrote in message ... It looks as though a temporary work around is to display all fields in the current outlook view, then select all of the records (contacts) I need to use in the merge. Then copy to Excel and complete the merge using the Excel worksheet as the data source rather than Outlook. This is a cumbersome work around but almost works. The only thing that's happening now ... and who knows why ... is that IF the postal code is anything other than five digits, Word merges a "0" value as opposed to the actual postal code. Messy, especially when some of the codes are a combination of letters and numbers (such as Canadian zip codes) or when the five+four digit zip codes have actually been input. Also, if the address in the form actually is a combination of street address, city, state & zip (as it does appear), then Excel dumps the city, state & zip to the next row, as opposed to a separate column. Messy, messy. So .... the fields in the Outlook view must be separated to street address, city, state, postal code in order for the copy and paste process to work right (except for that postal code thing). It's a cludgy work-around, but it works. I can't understand why all of the Office suite can't shake hands and be nice. "Judy Gleeson (MVP Outlook)" wrote: If you have a user defined field in Outlook Contacts, you can merge to Word for email or printing easily: select the Contacts to merge to Tools | mailmerge to new document/or email Use the Insert Merge Fields button to access the Contacts fields (including your User Defined fields) Keep away from Insert Word fields!! I hope this helps you at least a little bit! Judy Gleeson MVP Outlook Outlook trainer and author of Productiv_IT with Outlook www.acorntraining.com.au "I not only use all the brains I have, but all I can borrow." (Woodrow Wilson) "Gabrielle" wrote in message ... I have a custom form and need to merge data from one of the fields to my Word merge doc. When I attempt to access the field in word, it doesn't appear on the list. I desperately need this information, which is why it's being collected on the custom form. I've tried exporting to Excel to grab the data ... doesn't work. I've tried merging directly from the Outlook view that displays the information ... doesn't work. How can I get this information from within Word? Help??? |
#3
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The key issue is that the fields must be defined in the contacts folder. If you can add them to the view from the User-defined Fields in Folder list, then all should work. If not, you will need to add those fields using the Field Chooser's New button before you can use them in a merge.
-- 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 "Gabrielle" wrote in message ... Yes I did look completely through every possible list of fields available ... custom fields don't appear. I did write to the programmer for the outlook form and, according to them, this is a known problem. Not only do the fields not appear, the form itself does not appear in the selection list for custom fields either. "Judy Gleeson (MVP Outlook)" wrote: It's most unusual that the field is not in the Insert Merge Fields pop up window - did you look at the bottom as sometimes they do not appear in alpha order??? Judy Gleeson MVP Outlook Outlook trainer and author of Productiv_IT with Outlook www.acorntraining.com.au "I not only use all the brains I have, but all I can borrow." (Woodrow Wilson) "Gabrielle" wrote in message ... It looks as though a temporary work around is to display all fields in the current outlook view, then select all of the records (contacts) I need to use in the merge. Then copy to Excel and complete the merge using the Excel worksheet as the data source rather than Outlook. This is a cumbersome work around but almost works. The only thing that's happening now ... and who knows why ... is that IF the postal code is anything other than five digits, Word merges a "0" value as opposed to the actual postal code. Messy, especially when some of the codes are a combination of letters and numbers (such as Canadian zip codes) or when the five+four digit zip codes have actually been input. Also, if the address in the form actually is a combination of street address, city, state & zip (as it does appear), then Excel dumps the city, state & zip to the next row, as opposed to a separate column. Messy, messy. So .... the fields in the Outlook view must be separated to street address, city, state, postal code in order for the copy and paste process to work right (except for that postal code thing). It's a cludgy work-around, but it works. I can't understand why all of the Office suite can't shake hands and be nice. "Judy Gleeson (MVP Outlook)" wrote: If you have a user defined field in Outlook Contacts, you can merge to Word for email or printing easily: select the Contacts to merge to Tools | mailmerge to new document/or email Use the Insert Merge Fields button to access the Contacts fields (including your User Defined fields) Keep away from Insert Word fields!! I hope this helps you at least a little bit! Judy Gleeson MVP Outlook Outlook trainer and author of Productiv_IT with Outlook www.acorntraining.com.au "I not only use all the brains I have, but all I can borrow." (Woodrow Wilson) "Gabrielle" wrote in message ... I have a custom form and need to merge data from one of the fields to my Word merge doc. When I attempt to access the field in word, it doesn't appear on the list. I desperately need this information, which is why it's being collected on the custom form. I've tried exporting to Excel to grab the data ... doesn't work. I've tried merging directly from the Outlook view that displays the information ... doesn't work. How can I get this information from within Word? Help??? |
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