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This is a subject that I can find has been adddressed but cannot find that it
was ever answered. I have, for years, used a program named ACT! for Contact Management--the major use being the "Write" function which includes built in (or I can create my own) Templates for Letters (of which I write many), Faxes, Memos, etc. ACT! uses Word 2003 as its word processor (a selection available to me and used because of its features vs. the ACT! word processor). The Templates draw data from the Contact Profile and My Profile and insert it in Fields in the document. I have created document templates that are Standard Letter (8.5" X 11"), Executive Letter (Monarch size), and documents with some of the body of the letter in place and "fill in the blanks" areas to be completed by typing. I use this function daily and it is important to me for business. I am trying to find a way to duplicate this function in Outlook (2003)----this would allow me to stop entering data in and maintaining 2 Programs and Databases. Can you please direct me to instruction for creating Templates in Word that will be available in Outlook and will fill fields when chosen? |
#2
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Outlook really has no good options for this.
To send a Form Letter or use a Custom Template for a new letter to a Contact, you can use the Letter wizard invoked with the Actions... New Letter to Contact. For your custom letter template to appear in the list of Page Designs in the Microsoft Word Letter Wizard, the letter templates you create must be saved in the "Letters & Faxes folder Word 97) or the Templates\1033 folder (Word 2000 or 2002). The word "Letter" must be in the file name. Details he http://support.microsoft.com/support.../q181/2/73.asp http://support.microsoft.com/support.../Q197/3/40.ASP http://support.microsoft.com/default...;EN-US;Q210884 http://support.microsoft.com/default...;EN-US;Q291186 Once you have set up your Custom Template(s) you should see it as a choice when you use the New Letter to Contact option in Outlook. You cannot load boilerplate text in the body of the letter template. You must create AutoText entries for the boilerplate. The easiest thing to do would be to create one template and load the text for each letter under its own style -- see KB article Q170342 (WD97) or Q207925 (OL2000). Take a look here for some other ways to merge Contact data to a new letter to a Contact: http://www.slipstick.com/contacts/startletter.htm -- Russ Valentine "GeorgeB" wrote in message ... This is a subject that I can find has been adddressed but cannot find that it was ever answered. I have, for years, used a program named ACT! for Contact Management--the major use being the "Write" function which includes built in (or I can create my own) Templates for Letters (of which I write many), Faxes, Memos, etc. ACT! uses Word 2003 as its word processor (a selection available to me and used because of its features vs. the ACT! word processor). The Templates draw data from the Contact Profile and My Profile and insert it in Fields in the document. I have created document templates that are Standard Letter (8.5" X 11"), Executive Letter (Monarch size), and documents with some of the body of the letter in place and "fill in the blanks" areas to be completed by typing. I use this function daily and it is important to me for business. I am trying to find a way to duplicate this function in Outlook (2003)----this would allow me to stop entering data in and maintaining 2 Programs and Databases. Can you please direct me to instruction for creating Templates in Word that will be available in Outlook and will fill fields when chosen? |
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Also note that the "New Letter to Contact Wizard" has been eliminated from
all versions of Outlook after 2003, so this is clearly an area Microsoft has no intention of addressing. -- Russ Valentine "GeorgeB" wrote in message ... This is a subject that I can find has been adddressed but cannot find that it was ever answered. I have, for years, used a program named ACT! for Contact Management--the major use being the "Write" function which includes built in (or I can create my own) Templates for Letters (of which I write many), Faxes, Memos, etc. ACT! uses Word 2003 as its word processor (a selection available to me and used because of its features vs. the ACT! word processor). The Templates draw data from the Contact Profile and My Profile and insert it in Fields in the document. I have created document templates that are Standard Letter (8.5" X 11"), Executive Letter (Monarch size), and documents with some of the body of the letter in place and "fill in the blanks" areas to be completed by typing. I use this function daily and it is important to me for business. I am trying to find a way to duplicate this function in Outlook (2003)----this would allow me to stop entering data in and maintaining 2 Programs and Databases. Can you please direct me to instruction for creating Templates in Word that will be available in Outlook and will fill fields when chosen? |
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