mail merge template

[mmdmalta]

I am trying to create a mail merge document. I understand that it ha
to be saved as a template. (doc). I am opening a data source in CRM
clicking on the particular data that I need. Somehow however, when
am ready to merge a document, the document specifies that dat
requested is not an available source. All other features of Mail Merg
is working correctly. What am I missing? Or not doing?

Thanks,

mmdmalt

 

[Doug Robbins - Word MVP]

What is CRM?

When you say you are opening a data source in CRM, what are you actually
doing - step by step?

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

 

[mmdmalta]

What is CRM?

When you say you are opening a data source in CRM, what are you
actually
doing - step by step?

--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP

"mmdmalta" (e-mail address removed) wrote in message

I am trying to create a mail merge document. I understand that it
has
to be saved as a template. (doc). I am opening a data source in CRM,
clicking on the particular data that I need. Somehow however, when I
am ready to merge a document, the document specifies that data
requested is not an available source. All other features of Mail
Merge
is working correctly. What am I missing? Or not doing?

Thanks,

mmdmalta

Hello Doug,

Thanks for your response. CRM is the Tiger Paw data base that I am
trying to open in mail merge. I follow the mail merge instructions,
but an error message comes up in window once I click on my mail merge
icon with the database. the message tells me that it doesn't recogize
that particular data that it is not included in the actual data source,
when infact it is. This is even a complicated thing to explain. But if
you can help that would be great. Thanks, MMD

 

[Doug Robbins - Word MVP]

I have never heard of a Tiger Paw data base. Can data be exported from it
into some other form, for example to Excel. If so, do that and then use the
Excel file as the data source for the mail merge.

When I Google for Tiger Paw Database, the most relevant article tells me all
about the company and provide the following Excecutive Analysis of the
capability of the software. The blank under the great job section is not
mine; There is no mention of mailmerge, but it apparently does to an
acceptable job of "Third-Party Product Support" whatever that means.

Executive Summary:


The program does a great job with the following:





The program does an acceptable job with the following:

Company - Financial Condition
Company - Management Team
Sales & Marketing Strategy
Pricing
Credibility
Research & Development Strategy
Software Quality
System Architecture
Customization & Adaptability
Application Integration Capabilities
Business Process Management Capabilities
International Support
Ease of Use
Documentation
Training Support
Technical Support
Interaction Capabilities
Database Synchronization Capabilities
Implementation Issues
Account Management
Contact Management
Activity Management
Time Management
Outlook Integration
Knowledge Management Capabilities
Reporting Capabilities
CRM Analytics
Word Processing & Office Support
Marketing Support Capabilities
Field Sales Support Capabilities
Call Center Support Capabilities
Sales Impact
Sales Management Capabilities
Partner Management Capabilities
Customer Support Capabilities
eBusiness Support Capabilities
Back Office Integration
Executive (C-Level) Decision Support
ASP Support
Industry Specific Solutions
Third-Party Product Support


--
Hope this helps.

Please reply to the newsgroup unless you wish to avail yourself of my
services on a paid consulting basis.

Doug Robbins - Word MVP