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date: Sat, 23 Aug 2008 23:50:13 -0700,
group: microsoft.public.word.mailmerge.fields
back
Re: Can't Connect Word Mail Merge to Mail Client
I was using the HTML format and I don't think that was the issue. I think
that since I was trying to use the files that I used last year under Office
2003 (with hard copy printed output) in Office 2007 the suite was working in
a 2003 emulation mode. I made a number of changes at once, so I'm not
positive, but I believe that when I saved files in 2007 mode and reloaded
them, things worked. I tried creating a simple 4 row test matrix using Excel
2007 and created a simple template in Word 2007 and they worked fine, that's
why I tried saving my older files in 2007 format and retrying things. The
older files did a printed mail merge just fine (as they did using 2003) and
that threw my off the problem. Documentation says that you must use all 2007
applications to to e-mail merge, but I didn't see a note that my files had to
be updated to 2007.
Thanks very much for your help.
Bob
"Peter Jamieson" wrote:
> If you are trying to merge to email using HTML format, I suggest you try a
> test merge using plain text format,
> a. to see if that makes any difference (you will have to respond to the
> security dialog boxes that appear when you use plain text fomat)
> b. because at least one user has reported that doing a merge using plain
> text resulted in a working merge to HTML scenario (although others have
> reported serious problems with Word 2007 merge to HTML).
>
> --
> Peter Jamieson
> http://tips.pjmsn.me.uk
>
> "takalevy" wrote in message
> news:1439B3D8-80E4-4AD8-96CC-EC0F1A4038A6@microsoft.com...
> > I've created a mail merge file using Word 2007 and Excel 2007. It prints
> > great, but I cannot get it to send by e-mail. I'm sure problem is that I
> > have to define mail client and somehow attach it to Word. I have Office
> > 2007
> > Pro Plus installed. I've configured Outlook 2007 to work as an IMAP
> > client
> > on GMAIL and it works perfectly and have set it up as default mail client.
> > I
> > also have Thunderbird 2.0 installed. When I go to Mailings >Finish &
> > Merge >
> > Send E- Mail Messages the 'Merge to E-mail screen comes up and I've set
> > the
> > To: Field to EMAIL which is the field in my data that contains e-mail
> > addresses, I've also set the Send Records to Current Record and clicked
> > ok.
> > The Merge to E-mail screen closes and nothing happens. I can't find
> > anything in the help screens to resolve problem. Any suggestions would be
> > appreciated.
>
>
date: Tue, 26 Aug 2008 00:08:01 -0700
author: takalevy
Re: Can't Connect Word Mail Merge to Mail Client
Glad you got it working, and thanks for the useful feedback.
--
Peter Jamieson
http://tips.pjmsn.me.uk
"takalevy" wrote in message
news:869C0E69-05DB-41E4-81C7-917362B8E989@microsoft.com...
>I was using the HTML format and I don't think that was the issue. I think
> that since I was trying to use the files that I used last year under
> Office
> 2003 (with hard copy printed output) in Office 2007 the suite was working
> in
> a 2003 emulation mode. I made a number of changes at once, so I'm not
> positive, but I believe that when I saved files in 2007 mode and reloaded
> them, things worked. I tried creating a simple 4 row test matrix using
> Excel
> 2007 and created a simple template in Word 2007 and they worked fine,
> that's
> why I tried saving my older files in 2007 format and retrying things. The
> older files did a printed mail merge just fine (as they did using 2003)
> and
> that threw my off the problem. Documentation says that you must use all
> 2007
> applications to to e-mail merge, but I didn't see a note that my files had
> to
> be updated to 2007.
>
> Thanks very much for your help.
>
> Bob
>
> "Peter Jamieson" wrote:
>
>> If you are trying to merge to email using HTML format, I suggest you try
>> a
>> test merge using plain text format,
>> a. to see if that makes any difference (you will have to respond to the
>> security dialog boxes that appear when you use plain text fomat)
>> b. because at least one user has reported that doing a merge using plain
>> text resulted in a working merge to HTML scenario (although others have
>> reported serious problems with Word 2007 merge to HTML).
>>
>> --
>> Peter Jamieson
>> http://tips.pjmsn.me.uk
>>
>> "takalevy" wrote in message
>> news:1439B3D8-80E4-4AD8-96CC-EC0F1A4038A6@microsoft.com...
>> > I've created a mail merge file using Word 2007 and Excel 2007. It
>> > prints
>> > great, but I cannot get it to send by e-mail. I'm sure problem is that
>> > I
>> > have to define mail client and somehow attach it to Word. I have
>> > Office
>> > 2007
>> > Pro Plus installed. I've configured Outlook 2007 to work as an IMAP
>> > client
>> > on GMAIL and it works perfectly and have set it up as default mail
>> > client.
>> > I
>> > also have Thunderbird 2.0 installed. When I go to Mailings >Finish &
>> > Merge >
>> > Send E- Mail Messages the 'Merge to E-mail screen comes up and I've
>> > set
>> > the
>> > To: Field to EMAIL which is the field in my data that contains e-mail
>> > addresses, I've also set the Send Records to Current Record and
>> > clicked
>> > ok.
>> > The Merge to E-mail screen closes and nothing happens. I can't find
>> > anything in the help screens to resolve problem. Any suggestions would
>> > be
>> > appreciated.
>>
>>
date: Tue, 26 Aug 2008 08:46:31 +0100
author: Peter Jamieson
Re: Can't Connect Word Mail Merge to Mail Client
I just created a test word and test excel database and saved both in 2003
format. I then attempted to do the merge and got message that Outlook wasn't
my default mail client. I changed this and merge proceeded, so apparently
the old file type wasn't the problem. Previously I did not get msg that
Outlook needed to be default client, but when I got things working I did set
Outlook to be default mail client.
One non-related comment: I really dislike the new interface. It's very
complex and difficult to use and since products don't come with manuals it's
a real time waster. For my needs Office 2003 (or Open Office/Star Office) is
a better product that lacks only the e-mail merge.
An example of my concerns: On 2003 you could see which files were loaded
and switch between them from the main menu bar. I finally found this
capability under View > Switch Windows.
Thanks so much for your help.
Bob
"Peter Jamieson" wrote:
> Glad you got it working, and thanks for the useful feedback.
>
> --
> Peter Jamieson
> http://tips.pjmsn.me.uk
>
> "takalevy" wrote in message
> news:869C0E69-05DB-41E4-81C7-917362B8E989@microsoft.com...
> >I was using the HTML format and I don't think that was the issue. I think
> > that since I was trying to use the files that I used last year under
> > Office
> > 2003 (with hard copy printed output) in Office 2007 the suite was working
> > in
> > a 2003 emulation mode. I made a number of changes at once, so I'm not
> > positive, but I believe that when I saved files in 2007 mode and reloaded
> > them, things worked. I tried creating a simple 4 row test matrix using
> > Excel
> > 2007 and created a simple template in Word 2007 and they worked fine,
> > that's
> > why I tried saving my older files in 2007 format and retrying things. The
> > older files did a printed mail merge just fine (as they did using 2003)
> > and
> > that threw my off the problem. Documentation says that you must use all
> > 2007
> > applications to to e-mail merge, but I didn't see a note that my files had
> > to
> > be updated to 2007.
> >
> > Thanks very much for your help.
> >
> > Bob
> >
> > "Peter Jamieson" wrote:
> >
> >> If you are trying to merge to email using HTML format, I suggest you try
> >> a
> >> test merge using plain text format,
> >> a. to see if that makes any difference (you will have to respond to the
> >> security dialog boxes that appear when you use plain text fomat)
> >> b. because at least one user has reported that doing a merge using plain
> >> text resulted in a working merge to HTML scenario (although others have
> >> reported serious problems with Word 2007 merge to HTML).
> >>
> >> --
> >> Peter Jamieson
> >> http://tips.pjmsn.me.uk
> >>
> >> "takalevy" wrote in message
> >> news:1439B3D8-80E4-4AD8-96CC-EC0F1A4038A6@microsoft.com...
> >> > I've created a mail merge file using Word 2007 and Excel 2007. It
> >> > prints
> >> > great, but I cannot get it to send by e-mail. I'm sure problem is that
> >> > I
> >> > have to define mail client and somehow attach it to Word. I have
> >> > Office
> >> > 2007
> >> > Pro Plus installed. I've configured Outlook 2007 to work as an IMAP
> >> > client
> >> > on GMAIL and it works perfectly and have set it up as default mail
> >> > client.
> >> > I
> >> > also have Thunderbird 2.0 installed. When I go to Mailings >Finish &
> >> > Merge >
> >> > Send E- Mail Messages the 'Merge to E-mail screen comes up and I've
> >> > set
> >> > the
> >> > To: Field to EMAIL which is the field in my data that contains e-mail
> >> > addresses, I've also set the Send Records to Current Record and
> >> > clicked
> >> > ok.
> >> > The Merge to E-mail screen closes and nothing happens. I can't find
> >> > anything in the help screens to resolve problem. Any suggestions would
> >> > be
> >> > appreciated.
> >>
> >>
>
>
date: Tue, 26 Aug 2008 11:16:12 -0700
author: takalevy
Re: Can't Connect Word Mail Merge to Mail Client
> For my needs Office 2003 (or Open Office/Star Office) is
> a better product that lacks only the e-mail merge.
It is probably too late now, but Office 2003 was/is also capable of merge to
e-mail. However, running a mixture of Word and Outlook where the versions
differ is not recommended (e.g. Word 2003 + Outlook 2007) because various
capabilities are lost.
--
Peter Jamieson
http://tips.pjmsn.me.uk
"takalevy" wrote in message
news:3742E93A-7FC7-4AD1-934E-7EC209D81950@microsoft.com...
>I just created a test word and test excel database and saved both in 2003
> format. I then attempted to do the merge and got message that Outlook
> wasn't
> my default mail client. I changed this and merge proceeded, so apparently
> the old file type wasn't the problem. Previously I did not get msg that
> Outlook needed to be default client, but when I got things working I did
> set
> Outlook to be default mail client.
>
> One non-related comment: I really dislike the new interface. It's very
> complex and difficult to use and since products don't come with manuals
> it's
> a real time waster. For my needs Office 2003 (or Open Office/Star Office)
> is
> a better product that lacks only the e-mail merge.
>
> An example of my concerns: On 2003 you could see which files were loaded
> and switch between them from the main menu bar. I finally found this
> capability under View > Switch Windows.
>
> Thanks so much for your help.
>
> Bob
>
> "Peter Jamieson" wrote:
>
>> Glad you got it working, and thanks for the useful feedback.
>>
>> --
>> Peter Jamieson
>> http://tips.pjmsn.me.uk
>>
>> "takalevy" wrote in message
>> news:869C0E69-05DB-41E4-81C7-917362B8E989@microsoft.com...
>> >I was using the HTML format and I don't think that was the issue. I
>> >think
>> > that since I was trying to use the files that I used last year under
>> > Office
>> > 2003 (with hard copy printed output) in Office 2007 the suite was
>> > working
>> > in
>> > a 2003 emulation mode. I made a number of changes at once, so I'm not
>> > positive, but I believe that when I saved files in 2007 mode and
>> > reloaded
>> > them, things worked. I tried creating a simple 4 row test matrix using
>> > Excel
>> > 2007 and created a simple template in Word 2007 and they worked fine,
>> > that's
>> > why I tried saving my older files in 2007 format and retrying things.
>> > The
>> > older files did a printed mail merge just fine (as they did using 2003)
>> > and
>> > that threw my off the problem. Documentation says that you must use
>> > all
>> > 2007
>> > applications to to e-mail merge, but I didn't see a note that my files
>> > had
>> > to
>> > be updated to 2007.
>> >
>> > Thanks very much for your help.
>> >
>> > Bob
>> >
>> > "Peter Jamieson" wrote:
>> >
>> >> If you are trying to merge to email using HTML format, I suggest you
>> >> try
>> >> a
>> >> test merge using plain text format,
>> >> a. to see if that makes any difference (you will have to respond to
>> >> the
>> >> security dialog boxes that appear when you use plain text fomat)
>> >> b. because at least one user has reported that doing a merge using
>> >> plain
>> >> text resulted in a working merge to HTML scenario (although others
>> >> have
>> >> reported serious problems with Word 2007 merge to HTML).
>> >>
>> >> --
>> >> Peter Jamieson
>> >> http://tips.pjmsn.me.uk
>> >>
>> >> "takalevy" wrote in message
>> >> news:1439B3D8-80E4-4AD8-96CC-EC0F1A4038A6@microsoft.com...
>> >> > I've created a mail merge file using Word 2007 and Excel 2007. It
>> >> > prints
>> >> > great, but I cannot get it to send by e-mail. I'm sure problem is
>> >> > that
>> >> > I
>> >> > have to define mail client and somehow attach it to Word. I have
>> >> > Office
>> >> > 2007
>> >> > Pro Plus installed. I've configured Outlook 2007 to work as an IMAP
>> >> > client
>> >> > on GMAIL and it works perfectly and have set it up as default mail
>> >> > client.
>> >> > I
>> >> > also have Thunderbird 2.0 installed. When I go to Mailings >Finish
>> >> > &
>> >> > Merge >
>> >> > Send E- Mail Messages the 'Merge to E-mail screen comes up and I've
>> >> > set
>> >> > the
>> >> > To: Field to EMAIL which is the field in my data that contains
>> >> > e-mail
>> >> > addresses, I've also set the Send Records to Current Record and
>> >> > clicked
>> >> > ok.
>> >> > The Merge to E-mail screen closes and nothing happens. I can't
>> >> > find
>> >> > anything in the help screens to resolve problem. Any suggestions
>> >> > would
>> >> > be
>> >> > appreciated.
>> >>
>> >>
>>
>>
date: Wed, 27 Aug 2008 08:00:36 +0100
author: Peter Jamieson
Re: Can't Connect Word Mail Merge to Mail Client
Thanks, I wasn't aware. I may just dump 2007 and go back to 2003. So far, I
haven't seen a single feature that is useful to me and it's a whole lot more
difficult to use. I believe that the person who designed the new interface
should be hung! A note: I will begin exchanging MS Access data bases with
another person, and he is using 2007, so I may have to grit my teeth and stay
with 2007. I'm the treasurer for a non-profit organization and Microsoft was
very generous and I didn't pay too much for 2007 and wanted to stay current.
The difficulty of using 2007 was a shock to me. But, I can learn it if
necessary.
Bob
"Peter Jamieson" wrote:
> > For my needs Office 2003 (or Open Office/Star Office) is
> > a better product that lacks only the e-mail merge.
>
> It is probably too late now, but Office 2003 was/is also capable of merge to
> e-mail. However, running a mixture of Word and Outlook where the versions
> differ is not recommended (e.g. Word 2003 + Outlook 2007) because various
> capabilities are lost.
>
> --
> Peter Jamieson
> http://tips.pjmsn.me.uk
>
> "takalevy" wrote in message
> news:3742E93A-7FC7-4AD1-934E-7EC209D81950@microsoft.com...
> >I just created a test word and test excel database and saved both in 2003
> > format. I then attempted to do the merge and got message that Outlook
> > wasn't
> > my default mail client. I changed this and merge proceeded, so apparently
> > the old file type wasn't the problem. Previously I did not get msg that
> > Outlook needed to be default client, but when I got things working I did
> > set
> > Outlook to be default mail client.
> >
> > One non-related comment: I really dislike the new interface. It's very
> > complex and difficult to use and since products don't come with manuals
> > it's
> > a real time waster. For my needs Office 2003 (or Open Office/Star Office)
> > is
> > a better product that lacks only the e-mail merge.
> >
> > An example of my concerns: On 2003 you could see which files were loaded
> > and switch between them from the main menu bar. I finally found this
> > capability under View > Switch Windows.
> >
> > Thanks so much for your help.
> >
> > Bob
> >
> > "Peter Jamieson" wrote:
> >
> >> Glad you got it working, and thanks for the useful feedback.
> >>
> >> --
> >> Peter Jamieson
> >> http://tips.pjmsn.me.uk
> >>
> >> "takalevy" wrote in message
> >> news:869C0E69-05DB-41E4-81C7-917362B8E989@microsoft.com...
> >> >I was using the HTML format and I don't think that was the issue. I
> >> >think
> >> > that since I was trying to use the files that I used last year under
> >> > Office
> >> > 2003 (with hard copy printed output) in Office 2007 the suite was
> >> > working
> >> > in
> >> > a 2003 emulation mode. I made a number of changes at once, so I'm not
> >> > positive, but I believe that when I saved files in 2007 mode and
> >> > reloaded
> >> > them, things worked. I tried creating a simple 4 row test matrix using
> >> > Excel
> >> > 2007 and created a simple template in Word 2007 and they worked fine,
> >> > that's
> >> > why I tried saving my older files in 2007 format and retrying things.
> >> > The
> >> > older files did a printed mail merge just fine (as they did using 2003)
> >> > and
> >> > that threw my off the problem. Documentation says that you must use
> >> > all
> >> > 2007
> >> > applications to to e-mail merge, but I didn't see a note that my files
> >> > had
> >> > to
> >> > be updated to 2007.
> >> >
> >> > Thanks very much for your help.
> >> >
> >> > Bob
> >> >
> >> > "Peter Jamieson" wrote:
> >> >
> >> >> If you are trying to merge to email using HTML format, I suggest you
> >> >> try
> >> >> a
> >> >> test merge using plain text format,
> >> >> a. to see if that makes any difference (you will have to respond to
> >> >> the
> >> >> security dialog boxes that appear when you use plain text fomat)
> >> >> b. because at least one user has reported that doing a merge using
> >> >> plain
> >> >> text resulted in a working merge to HTML scenario (although others
> >> >> have
> >> >> reported serious problems with Word 2007 merge to HTML).
> >> >>
> >> >> --
> >> >> Peter Jamieson
> >> >> http://tips.pjmsn.me.uk
> >> >>
> >> >> "takalevy" wrote in message
> >> >> news:1439B3D8-80E4-4AD8-96CC-EC0F1A4038A6@microsoft.com...
> >> >> > I've created a mail merge file using Word 2007 and Excel 2007. It
> >> >> > prints
> >> >> > great, but I cannot get it to send by e-mail. I'm sure problem is
> >> >> > that
> >> >> > I
> >> >> > have to define mail client and somehow attach it to Word. I have
> >> >> > Office
> >> >> > 2007
> >> >> > Pro Plus installed. I've configured Outlook 2007 to work as an IMAP
> >> >> > client
> >> >> > on GMAIL and it works perfectly and have set it up as default mail
> >> >> > client.
> >> >> > I
> >> >> > also have Thunderbird 2.0 installed. When I go to Mailings >Finish
> >> >> > &
> >> >> > Merge >
> >> >> > Send E- Mail Messages the 'Merge to E-mail screen comes up and I've
> >> >> > set
> >> >> > the
> >> >> > To: Field to EMAIL which is the field in my data that contains
> >> >> > e-mail
> >> >> > addresses, I've also set the Send Records to Current Record and
> >> >> > clicked
> >> >> > ok.
> >> >> > The Merge to E-mail screen closes and nothing happens. I can't
> >> >> > find
> >> >> > anything in the help screens to resolve problem. Any suggestions
> >> >> > would
> >> >> > be
> >> >> > appreciated.
> >> >>
> >> >>
> >>
> >>
>
>
date: Wed, 27 Aug 2008 08:43:02 -0700
author: takalevy
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