M
Matthew Doyle
Hello everyone, trying to get answers for research I am doing at work
here:
My supervisor wants to be able to conveniently create a word template
based on a contact in his list of contacts that displays the contact's
fax number, name and company. If I have a contact named John Smith,
at company XYZ with a fax number 1(800)555-1212 I want to be able to
plop those fields in a word document, hopefully using fields that the
word document currently has.
Right now what I have been able to accomplish so far is to highlight
the contact, go to Tools, do a mail merge, click only selected
contacts, use an existing word document that I have created and
updated the word fields to accompany the contacts.
While this is a tried and true method for me, I would like to roll
this out to other users. I was wondering if there was any way to
write a macro up that would automate this process under one button.
here:
My supervisor wants to be able to conveniently create a word template
based on a contact in his list of contacts that displays the contact's
fax number, name and company. If I have a contact named John Smith,
at company XYZ with a fax number 1(800)555-1212 I want to be able to
plop those fields in a word document, hopefully using fields that the
word document currently has.
Right now what I have been able to accomplish so far is to highlight
the contact, go to Tools, do a mail merge, click only selected
contacts, use an existing word document that I have created and
updated the word fields to accompany the contacts.
While this is a tried and true method for me, I would like to roll
this out to other users. I was wondering if there was any way to
write a macro up that would automate this process under one button.