How can I add a catagories field to the mail merge recipients lis.

[DorothyC]

When selecting Outlook recipients for E-mail Mail Merge, in Microsoft Word, I
need to identify Outlook Contacts by Catagories. This Catagories field is
not available in the Mail Merge recipients list. I also use ACT! and it is
very easy to add a column in the CONTACT LIST in order to select recipients
by catagories. How can I add, or eliminate a field in the Word/Outlook Mail
Merge recipients list

 

[Peter Jamieson]

First, initiate your merge from Outlook - select some contacts and use
Outlook Tools|Mail merge (i.e. don't use the Wizard in Word). You can then
create a view/filter in Outlook that selects the contacts you need. You
shouldn't need any extra fields. (You can create extra fields in Outlook,
but I would avoid it unless it is essential. You certainly will not see them
in the list of merge fields if you initiate the merge using the Word
wizard.)

 

[Dorothyc]

Peter,

Thank you for your information. I used your suggestions and they did work,
as far as your suggestions went but, when I got the form letter set-up, with
the desired field in place, then clicked on merge to e-mail, I could see each
of the mailmerge formletters merging but they never went out as e-mails, I
don't know where they went. What did I do wrong?

Dorothy Collins
(e-mail address removed)

 

[Peter Jamieson]

Hello Dorothy,

Sorry to hear that. This problem has come up before, but I don't think
anyone here knows the answer, and I think you may need to ask in an Outlook
group. If you do, and you find out the answer, pleas can you post it back
here.

However,
a. is Outlook set up as your default e-mail package (e.g. in Internet
Explorer|Tools|Internet Options|Programs)
b. does the same problem occur when you initiate the merge from Word? (if I
want to test something in this area I usually merge to my own e-mail
address).