BCM Mail Merge Filtering

[Jeanne G.]

When I create a mail merge doc the filtering in the doc doesn't allow me to
filter on the BCM User Defined Fields (the very purpose for creating the
UDFs).

Office 2007; Windows XP Professional.

My only workaround is to create an excel spreadsheet for my database.

However this is a static document and so must be recreated with each mail
merge.

Any suggestions?>>

 

[RedHatAttitude]

Hi Jeanne,
I am having the same difficulty. I am having to recreate every single one
of our office templates from scratch. I would like to followup and find out
all I can to make the transition to Office 2007 more smoothly. Anything you
learn about this topic would be helpful to me also.

 

[Lon Orenstein]

Jeanne:

Try using a BCM Marketing Campaign instead. You can use the Review and
Filter button filter the recipients and the User Defined Fields will show up
there.

Let us know if that works for you.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com

 

[Steve H]

Try filtering the contacts you want in BCM, then start the merge from BCM -
Tools- Mail Merge. Not only will you get only the contacts you want, but
you'll have access to ALL the BCM fields, not just the selection offered if
you start in Word.

 

[Steve H]

Try starting in BCM. Filter the contacts you want, then start the merge from
the Tools menu. One of the choices is Mail Merge. Not only will you only
merge the contacts you want, but once the Word document is open, you will
also have access to ALL the BCM fields, not just the selection you get if you
start from Word.

 

[Jeanne G.]

Hi RedHatAttitude,

I don't know if you have come out and looked the responses:


11/12/07

Jeanne:

Try using a BCM Marketing Campaign instead. You can use the Review and
Filter button filter the recipients and the User Defined Fields will show up
there.

Let us know if that works for you.

HTH,
Lon

11/13/07
:
Try filtering the contacts you want in BCM, then start the merge from BCM -
Tools- Mail Merge. Not only will you get only the contacts you want, but
you'll have access to ALL the BCM fields, not just the selection offered if
you start in Word.


11/13/07

Try starting in BCM. Filter the contacts you want, then start the merge from
the Tools menu. One of the choices is Mail Merge. Not only will you only
merge the contacts you want, but once the Word document is open, you will
also have access to ALL the BCM fields, not just the selection you get if you
start from Word.

Hope this helps you as well.

Jeanne

 

[RedHatAttitude]

Thank you Jeanne G.
I will try these suggestions. It makes sense to open the mail merge in BCM
in stead of just word, then the new document will have access to the newly
created BCM fields.