Mailmerge & MS Exchange

[Tom Young]

I have created a mailmerge letter document using my contacts from Outlook. I
have enabled the "sharing" option on my contacts and assinged "owner" status
to my assistant. We work off of different machines.

My assistant can "see" my contacts in her Outlook client on her computer,
and when she opens the Word document to merge, she is prompted to choose a
contact folder to merge from. However, my contacts do not appear as one of
her options, thus, she cannot complete the merge with my data. How can she
access this data?

 

[Peter Jamieson]

Which version of Office?

Can you initiate your merge by selecting the contacts in Outlook first, then
use Outlook Tools|Mail Merge... to specify the Word document you want to use
(it doesn't sound as if that is what you are doing at the moment)? Can your
assistant do the same, using the same Word document?

(N.B. this is more likely to work if you disconnect any existing data source
from the Mail Merge Main document before providing it to your assistant. You
can enable the Mail merge Toolbar via Tools|Customize, click the first
button and choose "Normal Word Document", then save the document. Also, some
of the field names that Outlook uses when you merge using this approach are
different from the ones used when you connect to an Outlook data source from
within Word, so you may need to make some changes in your .doc before using
this approach)

Peter Jamieson

 

[Graham Mayor]

Just a thought - In addition to what Peter has written, if your assistant
right clicks your contacts list (in the list of contacts lists in Outlook)
and selects properties, is the contacts list checked as an Outlook address
book?
Otherwise, as Peter says, the Outlook approach seems the most viable option
http://www.gmayor.com/mailmerge_from_outlook.htm