Document template similar to ACT!

  • Thread starter Thread starter Guest
  • Start date Start date
G

Guest

Feel like a total beginner. Anyway, looking to change from ACT to Outlook,
maybe CRM. It is so simple in ACT to create/modify a document template, and
have it populated with contact data fields of my choosing. Spent countless
hours searching for a similar way of doing it in outlook/word. Is my only
choice "Forms", and then do a mail merge, which takes forever, and is so not
effient. Like I said, I feel like a total beginner, what am I missing here?
Thanks for any suggestions.
 
Mail merge is actually quite fast, once you get the hang of it. Starting it from Outlook makes a big difference, IMO.

You may find other solutions at http://www.slipstick.com/contacts/startletter.htm

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers
 
Thanks for the quick response. I have looked at that site before. I don't
want to sound lazy, but I guess I just have been spoiled by ACT, at least in
that departement.
 

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