Mail Merging from OL to Publisher

[Rob A]

Hi,
I don't know if this a publisher or an OL?.

I want to be able to merge to a category of OL. When I am in a Publisher
File that I want to do a mail merge, I go through the wizard which is great,
then when I choose the contacts folder, I get the Mail Merge Recipients
Window. At that point categories are not an option to filter. Is it possible
to add categories as an option to the Mail Merge Recipients Window?

The way I do it now is to keep an empty contact folder and copy the category
over and then merge that folder.

I posted both.

Thanks Rob A

 

[Rob A]

BTW

Office '03 & '07

 

[Diane Poremsky]

You method is the best if there is no option to filter by category.

 

[Rob A]

Hi, Thanks for your speedy response. I was kinda hoping for something like,
Oh Yeah that's easy do this...

I guess the next question is. When starting the merge from OL '03 or '07 the
default document is a word doc. Can a publisher file be opened from there?

Thanks

 

[Diane Poremsky]

Nope. You may be able to save the merge data and use it in publisher rather
than connecting to outlook directly, but it's a second step. Another option
is to create a custom view with the fields you need and then copy and paste
the data into notepad (save as csv) and use that for the merge data in pub.
http://www.outlook-tips.net/howto/copy_data.htm