Mail Merging To A Category
There is no way that outlook has designed however there is a fairly simple work around. Outlook merges to folders. The easiest way that I have found is to keep an empty contact folder I named mine Mail.
HINT, right click cause menu, left click causes action. Name the folder whatever works for you.
First create a blank folder. By right clicking any folder and select "new folder" See Figure 1.1
Then the "Create New Folder" window appears. See figure 1.2. Type the name you want, make sure the "Folder Contains" is "Contact Items" Then choose where you want the folder. I recommend choosing "Personal Folders" Hit OK
So now we have an empty folder to copy a category to for mailing. Remember, separate by category, mail a folder.
From your main contact folder use the category view. See figure 1.3
Once you have the category view. Then you will select the category you want by using the "RIGHT MOUSE BUTTON"
While holding down the right click, you drag the category to the folder we created while holding the right mouse button.
Once you reach the destination folder you let go of the mouse key and a small menu will appear, this is very important, See Figure 1.4select "COPY" and Eureka your category is now in a folder.
Now as for merging you start out in the program you want to merge to. I do most things in Publisher (my preference). For me it seems to be the easiest for creating marketing material and merging.
Now that seemed like a lot of work. Once the folder is created it is a matter of seconds.
Category view, right click and drag and drop.
Now when I am done with the merge, I go back to the folder that I mailed from. I select all the contacts and delete them. Remember we copied them (or at least those were my instructions).
I recommend a minimum of Office 2003. You want the following programs
Word
Excel
Outlook
Powerpoint
Publisher
These five programs will do pretty much whatever you want. Microsoft isn't a "100 BILLION DOLLAR" because their software sucks.
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