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#1
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Inserting User-Defined Field from Outlook Contact
I would like to insert a User-Defined Field from an Outlook 2007 contact
folder into a Word 2007 mailmerge master document. It is not one of the 4 "pre-defined user-defined" fields, it is a field I created in this particular folder called "Amount" (for amount of donation). Is this possible? I try to insert the field in my master document using MAILINGS - INSERT MERGE FIELD, but the list of fields does not include the "Amount" field. Any advice? |
#2
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Inserting User-Defined Field from Outlook Contact
If the field is not available when you merge from Outlook
http://www.gmayor.com/mailmerge_from_outlook.htm see the item at the end of http://www.gmayor.com/merge_labels_with_word_2007.htm "Initial field when merging from Outlook Contacts" which should be adaptable to use your field instead. -- Graham Mayor - Word MVP My web site www.gmayor.com Word MVP web site http://word.mvps.org Jim Speiser wrote: I would like to insert a User-Defined Field from an Outlook 2007 contact folder into a Word 2007 mailmerge master document. It is not one of the 4 "pre-defined user-defined" fields, it is a field I created in this particular folder called "Amount" (for amount of donation). Is this possible? I try to insert the field in my master document using MAILINGS - INSERT MERGE FIELD, but the list of fields does not include the "Amount" field. Any advice? |
#3
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Inserting User-Defined Field from Outlook Contact
If you initiate the merge from Outlook, custom fields defined "for the
folder" should be included. If you connect to the contact list using the facility within Word, custom fields are not available. However, there is a twist, which is that custom fields can exist either "in an item" or "in a folder". The difference is not normally apparent in Outlook 2007 because even when you create a new field "in an item", Outlook appears to create the field "in the folder" as well. When you open another item in the folder, the same field will already be there, with a blank value. When you initiate a merge from Outlook, the field should be listed (but if you see a radio button that lets you choose between "Address fields" and "Database fields" inthe field insertion dialog box, choose "Database fields") But suppose you have two contacts folders, "Contacts" and "c2". If you edit a contact item in c2 and add a custom field called myfield "in an item", the field will be added to that item and the c2 folder. If you now copy the contact into Contacts, the field will only exist in that item (and it will still exist in c2). However, it does not exist as a field "in the Contacts folder". If you edit another contact item in Contacts, "myfield" will not be presented. When you initiate a merge from Outlook, myfield will not appear (probably!). Luckily, if you /add/ that field to another contact already in "Contacts", it will then be created as a field "in the folder". (Actually because of the way such fields are identified within Outlook, it is conceivable that the field in one item is actually a "different" field from the field in all the others - I do not know in this case. But they appear to be treated as one and the same field for the purpose of editing items and mailmerging) Peter Jamieson http://tips.pjmsn.me.uk Jim Speiser wrote: I would like to insert a User-Defined Field from an Outlook 2007 contact folder into a Word 2007 mailmerge master document. It is not one of the 4 "pre-defined user-defined" fields, it is a field I created in this particular folder called "Amount" (for amount of donation). Is this possible? I try to insert the field in my master document using MAILINGS - INSERT MERGE FIELD, but the list of fields does not include the "Amount" field. Any advice? |
#4
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Inserting User-Defined Field from Outlook Contact
Very helpful, thank you.
"Peter Jamieson" wrote: If you initiate the merge from Outlook, custom fields defined "for the folder" should be included. If you connect to the contact list using the facility within Word, custom fields are not available. However, there is a twist, which is that custom fields can exist either "in an item" or "in a folder". The difference is not normally apparent in Outlook 2007 because even when you create a new field "in an item", Outlook appears to create the field "in the folder" as well. When you open another item in the folder, the same field will already be there, with a blank value. When you initiate a merge from Outlook, the field should be listed (but if you see a radio button that lets you choose between "Address fields" and "Database fields" inthe field insertion dialog box, choose "Database fields") But suppose you have two contacts folders, "Contacts" and "c2". If you edit a contact item in c2 and add a custom field called myfield "in an item", the field will be added to that item and the c2 folder. If you now copy the contact into Contacts, the field will only exist in that item (and it will still exist in c2). However, it does not exist as a field "in the Contacts folder". If you edit another contact item in Contacts, "myfield" will not be presented. When you initiate a merge from Outlook, myfield will not appear (probably!). Luckily, if you /add/ that field to another contact already in "Contacts", it will then be created as a field "in the folder". (Actually because of the way such fields are identified within Outlook, it is conceivable that the field in one item is actually a "different" field from the field in all the others - I do not know in this case. But they appear to be treated as one and the same field for the purpose of editing items and mailmerging) Peter Jamieson http://tips.pjmsn.me.uk Jim Speiser wrote: I would like to insert a User-Defined Field from an Outlook 2007 contact folder into a Word 2007 mailmerge master document. It is not one of the 4 "pre-defined user-defined" fields, it is a field I created in this particular folder called "Amount" (for amount of donation). Is this possible? I try to insert the field in my master document using MAILINGS - INSERT MERGE FIELD, but the list of fields does not include the "Amount" field. Any advice? |
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