Outlook add-on or upgrade?

[Tanya]

I set up a small office running SBS2003 w/Office Basic on client PCs (Word,
Excel, Outlook). The users are used to ACT for Contact management, which has
a neat feature. You can choose a contact and select "Write a letter" and it
will pre-populate a document and an envelope with the address block for the
contact. It also tracks all documents written to this contact.

Is there an add-on that will give me this functinality in Outlook? Or an
upgrade? I read through the Outlook CRM info, and still wasn't sure if that
was what I wanted.

 

[Sue Mosher [MVP-Outlook]]

Outlook has had that feature for a long time -- Actions | New Letter to Contact.

Also see http://www.slipstick.com/contacts/startletter.htm

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers

 

[BillR [MVP]]

Select a Contact and look in the Actions menu of Outlook for "new letter to
contact".

 

[Tanya]

Is there a way to define a default template (including margins and a logo)
for the Letter Wizard only?

 

[Tanya]

Is there a way to define a default template (including margins and a logo)
for the Letter Wizard only?

 

[Sue Mosher [MVP-Outlook]]

Probably best to ask in a Word forum.

--
Sue Mosher, Outlook MVP
Author of Configuring Microsoft Outlook 2003

and Microsoft Outlook Programming - Jumpstart for
Administrators, Power Users, and Developers