Mail Merge using Outlook 2007 and Word 2007

[Guest]

I use mail merge list repeatedly. That is to say that I mail merge the same
set of clients frequently. I cannot figure out to save my mail merge list
once created. I can process a mail merge, get it to print, but I can't
figure out how to save that list. I have attmepted to run a "campaign", but
I have eliminated more than 300 recipients....

This is for print material, including envelopes. I have tried to manage the
merge from Outlook, could not find a satsifactory solution, so I tried to
process it through Word, really wasn't any different.

My list will range from maybe 30 to a couple of hundred contacts per mail
merge. Also, if it makes a difference I am using Business Contact Manager as
my data source.

I am hoping that someone will tell this CAN be done, and that its not that
difficult.

Thank you.

 

[Judy Gleeson \(MVP Outlook\)]

There are a few ways you could do this in Outlook:

Make a filtered view with the name of the campaign. This may be best done
by first making a new Yes/No field called "campaign A" for example. Check
all the ones that are in Campaign A. Filer the view on that field. It
depends if you will have lots of campaigns and how BCM works (I don't know
it well enough).

Alternatively, you just use Categories and Categorise Contacts for each
campaign, then either group by Category of make a filtered view.

Come back with any questions - I'm not sure if you know how to do those
things!

Regards

Judy Gleeson
MVP Outlook
Trainer and Consultant

There are various articles about using Outlook here: www.judygleeson.com
Canberra, Australia

 

[Guest]

Finally, hope! I think that will work. And, after playing with this, I see
that you can have mulitple categories, so a single contact can belong to
multiple list.
Thank you so much! It seemed like such an easy thing, but I just could not
come up with the answer.

I haven't acutally ran the merge yet, but feel confident that this is what I
needed.

Thank you, thank you, thank you!!