Exchange Messaging Outlook Volume 14, Number 31

Issue Date November 12 2009 «  Previous Issue | Next Issue  »
This issue is sponsored by Sherpa Softwarered-gate

Today's Highlights:

 
 

Using Contacts in Mail Merge

Mail merge is a real time saver, for both printed messages and email. What many users don't realize is that you can start the merge from Outlook and when you do, you have better control over the contacts you're using in the merge and the fields that will be included. The only prerequisite is that Outlook and Word need to be installed from the same Office suite.

The first step in doing a mail merge is picking the contacts you want to include in the merge. You can use custom views to filter the contacts or hold the control or shift key to pick and choose contacts. If you use categories, you can group by category then select the category for the merge.

Next, go to Tools, Mail Merge and open the Mail Merge dialog. Choose whether to use all contact fields or only those fields in the view. "Contact fields in the current view" means fields that are part of the view, including any you need to scroll to see, not just the fields visible on the screen.

Finally, choose the type of document to merge and select OK to complete the merge.

All that's left to do now is prepare your form letter in Word.

If you're new to mail merge, use the Mail Merge Wizard in Word to walk you through the final steps. Look for it on the Start Mail Merge menu in Word 2007 Mailings ribbon or on the Mail merge toolbar in older versions. Beginning the merge from Outlook puts you at Step 3 in the Mail Merge wizard. You can go back to Step 1 if you need to select a different merge type or make other changes. Or skip the wizard and use the commands on the Mailings ribbon (or Mail Merge toolbar) to insert fields, select the document to merge to, and Preview results.

Note: A lot of users complain about the address format and layout when they do a mail merge. To eliminate problems, use the individual address fields instead of the address block or mailing address field. This gives you better control over the address layout.

When you're finished, send the document to the printer or email it.

Common Mail Merge Questions

Q. How do I include attachments when merging to email?
A. Mail merge doesn't support attachments. To include them in the merge, you'll need to use VBA or a mail merge utility. See Mass Mail Tools for a list of utilities (such as Send Individually) and Mail Merge to E-mail with Attachments for VBA sample.

Q. How do I avoid the prompt that something is assessing my address book?
A. If you use HTML message format you'll avoid the prompt. Mail merge utilities should also avoid the security prompts.

Q. How do I filter by category?
A. Begin the merge in Outlook, not Word. Select the contacts you want to include in the merge (create a filtered view if needed) then select them and go to Actions, Mail merge. When you begin the merge in Outlook, you'll have access to all of the fields in your Outlook database, including any custom fields you may have created. To initiate the merge from Outlook, go to Contacts, then click on the Tools, Mail merge menu.

Q. The mailing addresses aren't formatted right. How do I fix it?
A. Don't use the Address block or mailing address field, insert the individual fields than make up the address.

Q. How do I send an email merge using a non-default email account?
A. You'll need to make the account your default. Or use a mail merge utility that supports multiple accounts.

Resources:
Mass Mail Tools
http://www.slipstick.com/addins/massmail.asp

Mail Merge to E-mail with Attachments
http://word.mvps.org/faqs/mailmerge/MergeWithAttachments.htm 

Reset the To-Do Bar

An Outlook user reports a that Outlook started running slowly and the CPU utilization for the Outlook process stays pegged at around 100%. He also notices that, if he doesn't change the focus to something else, the To-Do Bar begins to flicker as though it's being repeatedly refreshed.

I'm not sure what is causing the problems, but we're seeing a lot of complaints recently that are fixed by resetting the To-do Bar. Most users sat they see "The operation failed. An object could not be found" when they try to open Outlook or the To-Do List in the Tasks module displays the error message "Cannot display the folder."

Fortunately, there is an easy fix that does no harm - close Outlook then restart it using the /resettodobar switch.

To do this, open the Run dialog using the Windows Key+R, the type or paste
Outlook.exe /resettodobar
Into the field then press Enter. (There is a space between exe and /)

It should fix your problem.

Error with the To-Do Bar's Task list
http://www.slipstick.com/problems/todo_bar_error.asp 

Gmail, Outlook, and replying with the correct account

To be fair, this is not limited to just Gmail accounts, but to any account that aggregates mail into one account for the user to download. Gmail just happens to be the account that so many are using for account aggregation.

When you have Gmail set up to pull in your mail from other services and then download it using Outlook, Outlook will not reply using the original account, even if its configured in Outlook. Outlook replies using the account that downloaded the message, which in this case, is the Gmail account.

If you want Outlook to automatically reply using the email address was sent to, Outlook will need to download the message from the address's mail server directly. If you set up an account with the correct reply address but download the message using the Gmail account, you'll need to select the correct reply account before sending the reply.

New Outlook KB Articles

Description of the Outlook 2003 hotfix package: November 2, 2009
http://support.microsoft.com/?kbid=976939 
Addresses issues when using the Save As E-mail command to save an instant message conversation in Office Communicator 2005.

Description of the Outlook 2003 Junk E-mail Filter update: November 10, 2009
http://support.microsoft.com/?kbid=975958 

Description of the Outlook 2007 Junk E-mail Filter update: November 10, 2009
http://support.microsoft.com/?kbid=975960 

When you change the date of a reminder by typing a new value in the Russian version of Outlook 2007, the year value of the reminder is multiplied by 2
http://support.microsoft.com/?kbid=975605 

New Utilities

ContactGenie Duplicate Contact Manager
http://www.contactgenie.com/duplicate_contact_manager.htm
ContactGenie Duplicate Contact Manager for Outlook '2000-'2007. Remove Outlook/Exchange contact duplicates selecting any fields as duplicate criteria. Custom forms/fields fully supported. Preview duplicates prior to update or process automatically. Scan single or multiple folders. Delete or move duplicates to designated folder. Manually merge individual field information from duplicates with designated primary contact. Over-ride keep/delete status. CG-DCM is also a fully integrated function of ContactGenie Toolkit.

gwabbit
http://www.gwabbit.com/
gwabbit is an Add-in for Microsoft Outlook and the BlackBerry that finds, gwabs and adds contacts from your emails to your Outlook address book with a single mouse click.

Multimap
http://explore.multimap.com/toolbox.aspx
Add maps to your meeting requests, contacts, and emails. Simply click add map and the new map selection window will pop up.

Updated Utilities

CCS HelpDesk
http://www.crowcanyon.com/CCS-HelpDesk.html
CCS Help Desk leverages the power of Exchange Server, Outlook, and the Web to bring you a simple, efficient and effective help desk, customer support and ticket tracking system. It is ideal for companies and organizations that are overwhelmed by user or customer requests and issues. Support requests are entered through Outlook, the Web or email, and then are assigned and tracked. The resolved tickets are kept in an Exchange public folder and can be reviewed if a similar issue arises again. Available in Pro, Standard, and Lite versions. Version 4.2

HelpDesk for Outlook and SharePoint
http://www.kalmstrom.com/products/SharePoint/HelpDeskOSP/
HelpDesk for Outlook and SharePoint combines Outlook and SharePoint and takes advantage of the best of both Microsoft products. Support e-mails are converted to SharePoint list objects, manually or automatically. Any SharePoint List template can be used. Powerful, integrated reporting and statistics tool facilitates business intelligence. Useful for all kinds of issue tracking and user support. Works with Office Live Small Business.

Data Fields Manager for Outlook
http://www.datafieldsmanager.com
Data Fields Manager for Outlook allows users to perform mass modifications to contact fields in Outlook. You can add, remove, capitalize, build, clear, paste, trim and much more with the click of a button. Now select a contact folder and then create a folder tree that uses the Categories field as the folder name. Compatible with Outlook 2000, 2002, 2003, and 2007.

OWA Tray Monitor
http://www.owatray.com
OWA Tray Monitor is an Outlook Web Access New Mail Notification Tool This free tool is for corporate Exchange Users who use Outlook Web Access (OWA) as their primary user interface. The single most annoying feature lacking in OWA is its ability to inform the user that new mail has arrived when working on another application. OWATray bridges that gap.

VoIP Plug-in for Microsoft Fax
http://www.faxback.com/msfaxplugin/index.aspx
VoIP Plug-in is a driver for Microsoft Fax that enables Microsoft Fax (Windows Fax and Scan) to connect to either phone lines or Internet services that support SIP T.38 (the industry standard network VoIP fax transmission protocol). Connect to PHONE LINES (PSTN) with VoIP gateways that support SIP T.38 (the industry standard network VoIP fax transmission protocol). Connect through INTERNET/VoIP services that support SIP T.38 pass-through. FREE.

Other Resources

Exchange Server 2010 RTM
http://www.microsoft.com/exchange/2010/en/us/try-it.aspx
Exchange 2010 is now available to the public. Download a 120 day trial to install on your hardware or a virtual disk for testing. Online trials also available.

Outlook 2010 Developer Content at MSDN
http://msdn.microsoft.com/en-us/library/ee692176(office.14).aspx
Content topics include: Extending the User Interface in Outlook 2010, Programming the Outlook 2010 Solutions Module, Shutdown Changes for Outlook 2010 Beta, What's New for Developers in Outlook 2010

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