add contact data onto an existing document from outlook

[Guest]

I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an existing
word document.

I would like to find a customer from my database then quote them with a
preexisting word document

 

[Russ Valentine [MVP-Outlook]]

It is not clear what you want to so. Can you not use "Insert Address" in
Word?

 

[Guest]

Russ thanks for the response.

I have an existing word document I use for quoting my prospects. I use
outlook for all of my contact management. When I look up my contact, I would
like to seamlessly add their contact data onto the existing quote document I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template ...then finding
my contact in outlook... then goto write a new letter from outlook and try to
find the quote template..... I am certain i am missing something here of
what needs to be so obvious.

It is not clear what you want to so. Can you not use "Insert Address" in
Word?
--
Russ Valentine
[MVP-Outlook]

I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an existing
word document.

I would like to find a customer from my database then quote them with a
preexisting word document

 

[Russ Valentine [MVP-Outlook]]

That's the only way to do it without third party software or CRM software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]

Russ thanks for the response.

I have an existing word document I use for quoting my prospects. I use
outlook for all of my contact management. When I look up my contact, I
would
like to seamlessly add their contact data onto the existing quote document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template ...then finding
my contact in outlook... then goto write a new letter from outlook and try
to
find the quote template..... I am certain i am missing something here
of
what needs to be so obvious.

It is not clear what you want to so. Can you not use "Insert Address" in
Word?
--
Russ Valentine
[MVP-Outlook]

I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an
existing
word document.

I would like to find a customer from my database then quote them with a
preexisting word document

 

[Guest]

Is there a method of putting my quote document template into the folder
where the other documents are warehoused? I m pretty good at following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find that
directory i can place my quoting document into it. ??

That's the only way to do it without third party software or CRM software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]

Russ thanks for the response.

I have an existing word document I use for quoting my prospects. I use
outlook for all of my contact management. When I look up my contact, I
would
like to seamlessly add their contact data onto the existing quote document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template ...then finding
my contact in outlook... then goto write a new letter from outlook and try
to
find the quote template..... I am certain i am missing something here
of
what needs to be so obvious.

It is not clear what you want to so. Can you not use "Insert Address" in
Word?
--
Russ Valentine
[MVP-Outlook]
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an
existing
word document.

I would like to find a customer from my database then quote them with a
preexisting word document

 

[Russ Valentine [MVP-Outlook]]

No. You cannot store boilerplate text in a New Letter to Contact Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]

Is there a method of putting my quote document template into the folder
where the other documents are warehoused? I m pretty good at following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find that
directory i can place my quoting document into it. ??

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]

Russ thanks for the response.

I have an existing word document I use for quoting my prospects. I
use
outlook for all of my contact management. When I look up my contact, I
would
like to seamlessly add their contact data onto the existing quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template ...then
finding
my contact in outlook... then goto write a new letter from outlook and
try
to
find the quote template..... I am certain i am missing something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an
existing
word document.

I would like to find a customer from my database then quote them
with a
preexisting word document

 

[Guest]

That ability was a standard feature in Outlook until version 2007. Everytime
I contact a client I send them a paper letter as not everyone in the world
uses email yet and paper still is the tangable legal copy. Son;t argue
otherwise as I can;t changel the officals mind but I do have to work with
them.

Mail merge from a single or selected contracts that merged into a selected
template was standard in the older version of Outlook and why MS dumbed the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and hte mail
merge feature also does not apply a note when the task is completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as features
and dependability??

Eric

No. You cannot store boilerplate text in a New Letter to Contact Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]

Is there a method of putting my quote document template into the folder
where the other documents are warehoused? I m pretty good at following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find that
directory i can place my quoting document into it. ??

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
Russ thanks for the response.

I have an existing word document I use for quoting my prospects. I
use
outlook for all of my contact management. When I look up my contact, I
would
like to seamlessly add their contact data onto the existing quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template ...then
finding
my contact in outlook... then goto write a new letter from outlook and
try
to
find the quote template..... I am certain i am missing something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an
existing
word document.

I would like to find a customer from my database then quote them
with a
preexisting word document

 

[Russ Valentine [MVP-Outlook]]

Not so. No version of Outlook ever had this ability. I have KB articles that
document the lack of this feature starting with Outlook 97:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186
--
Russ Valentine
[MVP-Outlook]

That ability was a standard feature in Outlook until version 2007.
Everytime
I contact a client I send them a paper letter as not everyone in the world
uses email yet and paper still is the tangable legal copy. Son;t argue
otherwise as I can;t changel the officals mind but I do have to work with
them.

Mail merge from a single or selected contracts that merged into a selected
template was standard in the older version of Outlook and why MS dumbed
the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and hte mail
merge feature also does not apply a note when the task is completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as features
and dependability??

Eric

No. You cannot store boilerplate text in a New Letter to Contact
Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]

Is there a method of putting my quote document template into the
folder
where the other documents are warehoused? I m pretty good at
following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find that
directory i can place my quoting document into it. ??
:

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
Russ thanks for the response.

I have an existing word document I use for quoting my prospects. I
use
outlook for all of my contact management. When I look up my
contact, I
would
like to seamlessly add their contact data onto the existing quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template ...then
finding
my contact in outlook... then goto write a new letter from outlook
and
try
to
find the quote template..... I am certain i am missing something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert
Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
message
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an
existing
word document.

I would like to find a customer from my database then quote them
with a
preexisting word document

 

[Guest]

Wrong - as I still have older version of outlook 2003 in hte office.

I select a clinet - telit to create a letter - it askes for which template -
I select a template and it is ready to print. On my portfolios this was
great as I could enter a perspective client into Outlook - run the letter
function - wait 5 seconds further edit the entro in my letter as the cover
page and information through the document was merged and print. This was a
feature of 2003 and lost in 2007

Not so. No version of Outlook ever had this ability. I have KB articles that
document the lack of this feature starting with Outlook 97:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186
--
Russ Valentine
[MVP-Outlook]

That ability was a standard feature in Outlook until version 2007.
Everytime
I contact a client I send them a paper letter as not everyone in the world
uses email yet and paper still is the tangable legal copy. Son;t argue
otherwise as I can;t changel the officals mind but I do have to work with
them.

Mail merge from a single or selected contracts that merged into a selected
template was standard in the older version of Outlook and why MS dumbed
the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and hte mail
merge feature also does not apply a note when the task is completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as features
and dependability??

Eric

No. You cannot store boilerplate text in a New Letter to Contact
Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]
Is there a method of putting my quote document template into the
folder
where the other documents are warehoused? I m pretty good at
following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find that
directory i can place my quoting document into it. ??
:

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
Russ thanks for the response.

I have an existing word document I use for quoting my prospects. I
use
outlook for all of my contact management. When I look up my
contact, I
would
like to seamlessly add their contact data onto the existing quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template ...then
finding
my contact in outlook... then goto write a new letter from outlook
and
try
to
find the quote template..... I am certain i am missing something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert
Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
message
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an
existing
word document.

I would like to find a customer from my database then quote them
with a
preexisting word document

 

[Guest]

I should report that the feature was not rovust but it worked every say I
sent out a letter and document. I used it for several years before it
diappeared.

Not so. No version of Outlook ever had this ability. I have KB articles that
document the lack of this feature starting with Outlook 97:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186
--
Russ Valentine
[MVP-Outlook]

That ability was a standard feature in Outlook until version 2007.
Everytime
I contact a client I send them a paper letter as not everyone in the world
uses email yet and paper still is the tangable legal copy. Son;t argue
otherwise as I can;t changel the officals mind but I do have to work with
them.

Mail merge from a single or selected contracts that merged into a selected
template was standard in the older version of Outlook and why MS dumbed
the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and hte mail
merge feature also does not apply a note when the task is completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as features
and dependability??

Eric

No. You cannot store boilerplate text in a New Letter to Contact
Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]
Is there a method of putting my quote document template into the
folder
where the other documents are warehoused? I m pretty good at
following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find that
directory i can place my quoting document into it. ??
:

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
Russ thanks for the response.

I have an existing word document I use for quoting my prospects. I
use
outlook for all of my contact management. When I look up my
contact, I
would
like to seamlessly add their contact data onto the existing quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template ...then
finding
my contact in outlook... then goto write a new letter from outlook
and
try
to
find the quote template..... I am certain i am missing something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert
Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
message
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to an
existing
word document.

I would like to find a customer from my database then quote them
with a
preexisting word document

 

[Russ Valentine [MVP-Outlook]]

You are mistaken. I have already posted the evidence to that effect.
Boilerplate text cannot be loaded into a New Letter to Contact Wizard and
never could be.
But then of course, I am mentally slow and unfamiliar with Outlook. Thank
God you are here to save me from providing more misinformation.
What you are actually seeing is that the New Letter to Contact Wizard for
snail mail had grown so dysfunctional that the Outlook developers decided it
was easier to eliminate it from Office 2007 rather than try to make it work.
Pretty sloppy if you ask me (but no one does). Just more evidence that
Outlook developers have no intention of including CRM features and expect
third party developers to fill that gap. If only someone would...
--
Russ Valentine
[MVP-Outlook]

Wrong - as I still have older version of outlook 2003 in hte office.

I select a clinet - telit to create a letter - it askes for which
template -
I select a template and it is ready to print. On my portfolios this was
great as I could enter a perspective client into Outlook - run the letter
function - wait 5 seconds further edit the entro in my letter as the cover
page and information through the document was merged and print. This was
a
feature of 2003 and lost in 2007

Not so. No version of Outlook ever had this ability. I have KB articles
that
document the lack of this feature starting with Outlook 97:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186
--
Russ Valentine
[MVP-Outlook]

That ability was a standard feature in Outlook until version 2007.
Everytime
I contact a client I send them a paper letter as not everyone in the
world
uses email yet and paper still is the tangable legal copy. Son;t argue
otherwise as I can;t changel the officals mind but I do have to work
with
them.

Mail merge from a single or selected contracts that merged into a
selected
template was standard in the older version of Outlook and why MS dumbed
the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and hte mail
merge feature also does not apply a note when the task is completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as
features
and dependability??

Eric

:

No. You cannot store boilerplate text in a New Letter to Contact
Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]
Is there a method of putting my quote document template into the
folder
where the other documents are warehoused? I m pretty good at
following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find that
directory i can place my quoting document into it. ??
:

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
message
Russ thanks for the response.

I have an existing word document I use for quoting my prospects.
I
use
outlook for all of my contact management. When I look up my
contact, I
would
like to seamlessly add their contact data onto the existing quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template
...then
finding
my contact in outlook... then goto write a new letter from
outlook
and
try
to
find the quote template..... I am certain i am missing
something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert
Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
message
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to
an
existing
word document.

I would like to find a customer from my database then quote
them
with a
preexisting word document

 

[Guest]

And you did not read teh original reply. I never talked of boilerplate text.

I go into word 2003. Create a letter template. This have the addressblcok,
as well as salutation and individualized information throughout.

This is a letter I could use in mailmerge but all my letters are to single
people never to mass mailing.

I then Open Outlook2003 - Right-click on the contact I want to write a
letter to - it opens a dialog and asks me which template - and the letter is
created.

End of story - very quick and the letter is done.

The only feature never available is to record your actions of creating the
letter in your journal and atatachning a link to that file.

This lst is a standard feature in all the other Business CRM packages that
area available. And I know someone will probably say that BCM is not a CRM
but according to the MS sales literature it is.

You are mistaken. I have already posted the evidence to that effect.
Boilerplate text cannot be loaded into a New Letter to Contact Wizard and
never could be.
But then of course, I am mentally slow and unfamiliar with Outlook. Thank
God you are here to save me from providing more misinformation.
What you are actually seeing is that the New Letter to Contact Wizard for
snail mail had grown so dysfunctional that the Outlook developers decided it
was easier to eliminate it from Office 2007 rather than try to make it work.
Pretty sloppy if you ask me (but no one does). Just more evidence that
Outlook developers have no intention of including CRM features and expect
third party developers to fill that gap. If only someone would...
--
Russ Valentine
[MVP-Outlook]

Wrong - as I still have older version of outlook 2003 in hte office.

I select a clinet - telit to create a letter - it askes for which
template -
I select a template and it is ready to print. On my portfolios this was
great as I could enter a perspective client into Outlook - run the letter
function - wait 5 seconds further edit the entro in my letter as the cover
page and information through the document was merged and print. This was
a
feature of 2003 and lost in 2007

Not so. No version of Outlook ever had this ability. I have KB articles
that
document the lack of this feature starting with Outlook 97:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186
--
Russ Valentine
[MVP-Outlook]
That ability was a standard feature in Outlook until version 2007.
Everytime
I contact a client I send them a paper letter as not everyone in the
world
uses email yet and paper still is the tangable legal copy. Son;t argue
otherwise as I can;t changel the officals mind but I do have to work
with
them.

Mail merge from a single or selected contracts that merged into a
selected
template was standard in the older version of Outlook and why MS dumbed
the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and hte mail
merge feature also does not apply a note when the task is completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as
features
and dependability??

Eric

:

No. You cannot store boilerplate text in a New Letter to Contact
Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]
Is there a method of putting my quote document template into the
folder
where the other documents are warehoused? I m pretty good at
following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find that
directory i can place my quoting document into it. ??
:

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
message
Russ thanks for the response.

I have an existing word document I use for quoting my prospects.
I
use
outlook for all of my contact management. When I look up my
contact, I
would
like to seamlessly add their contact data onto the existing quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template
...then
finding
my contact in outlook... then goto write a new letter from
outlook
and
try
to
find the quote template..... I am certain i am missing
something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert
Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
message
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data to
an
existing
word document.

I would like to find a customer from my database then quote
them
with a
preexisting word document

 

[Russ Valentine [MVP-Outlook]]

I most certainly did read your original post. In it you replied to my to my
statement that no versions of Outlook had the ability to add boilerplate
text into the New Letter To Contact template by stating that all previous
versions did until Outlook 2007.
What you apparently were trying to say instead was that the New Letter To
Contact Feature was removed from Outlook 2007, a fact already well
documented here.
Most users of Office 2007 simply use Word's Insert Address feature to
accomplish the same thing.
I haven't had a chance to try BCM. If it is billing itself as a CRM product,
then it should have that ability. There is a separate BCM group here in
which you can ask.
--
Russ Valentine
[MVP-Outlook]

And you did not read teh original reply. I never talked of boilerplate
text.

I go into word 2003. Create a letter template. This have the
addressblcok,
as well as salutation and individualized information throughout.

This is a letter I could use in mailmerge but all my letters are to single
people never to mass mailing.

I then Open Outlook2003 - Right-click on the contact I want to write a
letter to - it opens a dialog and asks me which template - and the letter
is
created.

End of story - very quick and the letter is done.

The only feature never available is to record your actions of creating the
letter in your journal and atatachning a link to that file.

This lst is a standard feature in all the other Business CRM packages
that
area available. And I know someone will probably say that BCM is not a
CRM
but according to the MS sales literature it is.

You are mistaken. I have already posted the evidence to that effect.
Boilerplate text cannot be loaded into a New Letter to Contact Wizard and
never could be.
But then of course, I am mentally slow and unfamiliar with Outlook. Thank
God you are here to save me from providing more misinformation.
What you are actually seeing is that the New Letter to Contact Wizard for
snail mail had grown so dysfunctional that the Outlook developers decided
it
was easier to eliminate it from Office 2007 rather than try to make it
work.
Pretty sloppy if you ask me (but no one does). Just more evidence that
Outlook developers have no intention of including CRM features and expect
third party developers to fill that gap. If only someone would...
--
Russ Valentine
[MVP-Outlook]

Wrong - as I still have older version of outlook 2003 in hte office.

I select a clinet - telit to create a letter - it askes for which
template -
I select a template and it is ready to print. On my portfolios this
was
great as I could enter a perspective client into Outlook - run the
letter
function - wait 5 seconds further edit the entro in my letter as the
cover
page and information through the document was merged and print. This
was
a
feature of 2003 and lost in 2007

:

Not so. No version of Outlook ever had this ability. I have KB
articles
that
document the lack of this feature starting with Outlook 97:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186
--
Russ Valentine
[MVP-Outlook]
That ability was a standard feature in Outlook until version 2007.
Everytime
I contact a client I send them a paper letter as not everyone in the
world
uses email yet and paper still is the tangable legal copy. Son;t
argue
otherwise as I can;t changel the officals mind but I do have to work
with
them.

Mail merge from a single or selected contracts that merged into a
selected
template was standard in the older version of Outlook and why MS
dumbed
the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and hte
mail
merge feature also does not apply a note when the task is completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as
features
and dependability??

Eric

:

No. You cannot store boilerplate text in a New Letter to Contact
Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]
message
Is there a method of putting my quote document template into
the
folder
where the other documents are warehoused? I m pretty good at
following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find
that
directory i can place my quoting document into it. ??
:

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
message
Russ thanks for the response.

I have an existing word document I use for quoting my
prospects.
I
use
outlook for all of my contact management. When I look up my
contact, I
would
like to seamlessly add their contact data onto the existing
quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template
...then
finding
my contact in outlook... then goto write a new letter from
outlook
and
try
to
find the quote template..... I am certain i am missing
something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert
Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
in
message
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data
to
an
existing
word document.

I would like to find a customer from my database then quote
them
with a
preexisting word document

 

[Guest]

Now we finally agree

That feature was removed prematurly

The insert address feature comes no way near what 2003 did as that is all it
could do. If that is all womeone does - well ok.

But the RANT here is that a feature that was used daily by many (as it is
posted all over the newsgroups) was removed with little thought.

And I am hoping MS actually looks at the newsgroups to improve their
products instead of go backwards.

There is a VBA hidden in these newsgroups that fixes the problem.

I most certainly did read your original post. In it you replied to my to my
statement that no versions of Outlook had the ability to add boilerplate
text into the New Letter To Contact template by stating that all previous
versions did until Outlook 2007.
What you apparently were trying to say instead was that the New Letter To
Contact Feature was removed from Outlook 2007, a fact already well
documented here.
Most users of Office 2007 simply use Word's Insert Address feature to
accomplish the same thing.
I haven't had a chance to try BCM. If it is billing itself as a CRM product,
then it should have that ability. There is a separate BCM group here in
which you can ask.
--
Russ Valentine
[MVP-Outlook]

And you did not read teh original reply. I never talked of boilerplate
text.

I go into word 2003. Create a letter template. This have the
addressblcok,
as well as salutation and individualized information throughout.

This is a letter I could use in mailmerge but all my letters are to single
people never to mass mailing.

I then Open Outlook2003 - Right-click on the contact I want to write a
letter to - it opens a dialog and asks me which template - and the letter
is
created.

End of story - very quick and the letter is done.

The only feature never available is to record your actions of creating the
letter in your journal and atatachning a link to that file.

This lst is a standard feature in all the other Business CRM packages
that
area available. And I know someone will probably say that BCM is not a
CRM
but according to the MS sales literature it is.

You are mistaken. I have already posted the evidence to that effect.
Boilerplate text cannot be loaded into a New Letter to Contact Wizard and
never could be.
But then of course, I am mentally slow and unfamiliar with Outlook. Thank
God you are here to save me from providing more misinformation.
What you are actually seeing is that the New Letter to Contact Wizard for
snail mail had grown so dysfunctional that the Outlook developers decided
it
was easier to eliminate it from Office 2007 rather than try to make it
work.
Pretty sloppy if you ask me (but no one does). Just more evidence that
Outlook developers have no intention of including CRM features and expect
third party developers to fill that gap. If only someone would...
--
Russ Valentine
[MVP-Outlook]
Wrong - as I still have older version of outlook 2003 in hte office.

I select a clinet - telit to create a letter - it askes for which
template -
I select a template and it is ready to print. On my portfolios this
was
great as I could enter a perspective client into Outlook - run the
letter
function - wait 5 seconds further edit the entro in my letter as the
cover
page and information through the document was merged and print. This
was
a
feature of 2003 and lost in 2007

:

Not so. No version of Outlook ever had this ability. I have KB
articles
that
document the lack of this feature starting with Outlook 97:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186
--
Russ Valentine
[MVP-Outlook]
That ability was a standard feature in Outlook until version 2007.
Everytime
I contact a client I send them a paper letter as not everyone in the
world
uses email yet and paper still is the tangable legal copy. Son;t
argue
otherwise as I can;t changel the officals mind but I do have to work
with
them.

Mail merge from a single or selected contracts that merged into a
selected
template was standard in the older version of Outlook and why MS
dumbed
the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and hte
mail
merge feature also does not apply a note when the task is completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as
features
and dependability??

Eric

:

No. You cannot store boilerplate text in a New Letter to Contact
Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]
message
Is there a method of putting my quote document template into
the
folder
where the other documents are warehoused? I m pretty good at
following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can find
that
directory i can place my quoting document into it. ??
:

That's the only way to do it without third party software or CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
message
Russ thanks for the response.

I have an existing word document I use for quoting my
prospects.
I
use
outlook for all of my contact management. When I look up my
contact, I
would
like to seamlessly add their contact data onto the existing
quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template
...then
finding
my contact in outlook... then goto write a new letter from
outlook
and
try
to
find the quote template..... I am certain i am missing
something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use "Insert
Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
in
message
I am having a hard time figuring out how to...
From an existing contact, create or add their contact data
to
an
existing
word document.

I would like to find a customer from my database then quote
them
with a
preexisting word document

 

[Russ Valentine [MVP-Outlook]]

I haven't seen that VBA. Let me know if you find it.
There has actually been less of an uproar over removal of "New Letter to
Contact" than I expected there to be. I know a lot of users found it so
limited and difficult to use that they had stopped using it a while ago. I
usually found it to be more trouble than it was worth.
Often times when Microsoft removes a feature it's because they have found a
better place to make money from it, like in the CRM market. That's why I'm
curious whether anything like it has shown up in BCM.
--
Russ Valentine
[MVP-Outlook]

Now we finally agree

That feature was removed prematurly

The insert address feature comes no way near what 2003 did as that is all
it
could do. If that is all womeone does - well ok.

But the RANT here is that a feature that was used daily by many (as it is
posted all over the newsgroups) was removed with little thought.

And I am hoping MS actually looks at the newsgroups to improve their
products instead of go backwards.

There is a VBA hidden in these newsgroups that fixes the problem.

I most certainly did read your original post. In it you replied to my to
my
statement that no versions of Outlook had the ability to add boilerplate
text into the New Letter To Contact template by stating that all previous
versions did until Outlook 2007.
What you apparently were trying to say instead was that the New Letter To
Contact Feature was removed from Outlook 2007, a fact already well
documented here.
Most users of Office 2007 simply use Word's Insert Address feature to
accomplish the same thing.
I haven't had a chance to try BCM. If it is billing itself as a CRM
product,
then it should have that ability. There is a separate BCM group here in
which you can ask.
--
Russ Valentine
[MVP-Outlook]

And you did not read teh original reply. I never talked of boilerplate
text.

I go into word 2003. Create a letter template. This have the
addressblcok,
as well as salutation and individualized information throughout.

This is a letter I could use in mailmerge but all my letters are to
single
people never to mass mailing.

I then Open Outlook2003 - Right-click on the contact I want to write a
letter to - it opens a dialog and asks me which template - and the
letter
is
created.

End of story - very quick and the letter is done.

The only feature never available is to record your actions of creating
the
letter in your journal and atatachning a link to that file.

This lst is a standard feature in all the other Business CRM packages
that
area available. And I know someone will probably say that BCM is not a
CRM
but according to the MS sales literature it is.

:

You are mistaken. I have already posted the evidence to that effect.
Boilerplate text cannot be loaded into a New Letter to Contact Wizard
and
never could be.
But then of course, I am mentally slow and unfamiliar with Outlook.
Thank
God you are here to save me from providing more misinformation.
What you are actually seeing is that the New Letter to Contact Wizard
for
snail mail had grown so dysfunctional that the Outlook developers
decided
it
was easier to eliminate it from Office 2007 rather than try to make it
work.
Pretty sloppy if you ask me (but no one does). Just more evidence that
Outlook developers have no intention of including CRM features and
expect
third party developers to fill that gap. If only someone would...
--
Russ Valentine
[MVP-Outlook]
Wrong - as I still have older version of outlook 2003 in hte office.

I select a clinet - telit to create a letter - it askes for which
template -
I select a template and it is ready to print. On my portfolios this
was
great as I could enter a perspective client into Outlook - run the
letter
function - wait 5 seconds further edit the entro in my letter as the
cover
page and information through the document was merged and print.
This
was
a
feature of 2003 and lost in 2007

:

Not so. No version of Outlook ever had this ability. I have KB
articles
that
document the lack of this feature starting with Outlook 97:
http://support.microsoft.com/support/kb/articles/q181/2/73.asp
http://support.microsoft.com/support/kb/articles/Q197/3/40.ASP
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q210884
http://support.microsoft.com/default.aspx?scid=kb;EN-US;Q291186
--
Russ Valentine
[MVP-Outlook]
message
That ability was a standard feature in Outlook until version
2007.
Everytime
I contact a client I send them a paper letter as not everyone in
the
world
uses email yet and paper still is the tangable legal copy. Son;t
argue
otherwise as I can;t changel the officals mind but I do have to
work
with
them.

Mail merge from a single or selected contracts that merged into a
selected
template was standard in the older version of Outlook and why MS
dumbed
the
product down I don't know.

I cannot find ANY 3rd party product that accomplishes this and
hte
mail
merge feature also does not apply a note when the task is
completed.

STUDPID STUPDI STUPID why dos MS have to be the bottom as far as
features
and dependability??

Eric

:

No. You cannot store boilerplate text in a New Letter to Contact
Template.
There is more information on what you are trying to do here:
http://www.slipstick.com/contacts/startletter.htm
--
Russ Valentine
[MVP-Outlook]
message
Is there a method of putting my quote document template into
the
folder
where the other documents are warehoused? I m pretty good at
following a
mapped directory but in this case I find the folder.

CRM? third party software?

The steps I take are ...
find the contact in Outlook>> goto Actions>> goto Letter to
contact>>Letter
wizard opens>> Choose page design. I am thinking if I can
find
that
directory i can place my quoting document into it. ??
:

That's the only way to do it without third party software or
CRM
software.
Is it not working for you?
--
Russ Valentine
[MVP-Outlook]
message
Russ thanks for the response.

I have an existing word document I use for quoting my
prospects.
I
use
outlook for all of my contact management. When I look up
my
contact, I
would
like to seamlessly add their contact data onto the existing
quote
document
I
use. Do I use mail merge? I hope not...

I have played by saving the quoting document as a template
...then
finding
my contact in outlook... then goto write a new letter from
outlook
and
try
to
find the quote template..... I am certain i am missing
something
here
of
what needs to be so obvious.

:

It is not clear what you want to so. Can you not use
"Insert
Address"
in
Word?
--
Russ Valentine
[MVP-Outlook]
"Stitch City" <Stitch (e-mail address removed)>
wrote
in
message
I am having a hard time figuring out how to...
From an existing contact, create or add their contact
data
to
an
existing
word document.

I would like to find a customer from my database then
quote
them
with a
preexisting word document