S
Stephen Porter
Outlook 2003 had a feature in Contacts, "Actions" that would allow you to
create a Word document using the info in the Contact Field. Very
rudimentary, but helpful. I've always used Goldmine (which synch'd up with
Outlook nicely) to create templates in Word that would pull data from the
Goldmine contact record into the appropriate places in the Word document.
Now Goldmine is basically abandoning non-corporate (read high $$ sales)
customers and stopping development on the "Standard" edition. No link with
Word 2007.
I've been searching through the Word and Outlook help files for some kind of
direction on how to do at least a simple version of this, but no luck.
Can anyone confirm that it *is* possible to populate a Word template with at
least the name and address fields from an OL 2007 contact? I don't really
need to duplicate the complexity of what was possible in GM but rudimentary
linking is needed.
Best regards,
Stephen Porter
create a Word document using the info in the Contact Field. Very
rudimentary, but helpful. I've always used Goldmine (which synch'd up with
Outlook nicely) to create templates in Word that would pull data from the
Goldmine contact record into the appropriate places in the Word document.
Now Goldmine is basically abandoning non-corporate (read high $$ sales)
customers and stopping development on the "Standard" edition. No link with
Word 2007.
I've been searching through the Word and Outlook help files for some kind of
direction on how to do at least a simple version of this, but no luck.
Can anyone confirm that it *is* possible to populate a Word template with at
least the name and address fields from an OL 2007 contact? I don't really
need to duplicate the complexity of what was possible in GM but rudimentary
linking is needed.
Best regards,
Stephen Porter