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Old 12-27-2012, 11:44 AM
bryankdonnelly bryankdonnelly is offline MS Word 2007 mail merge. What about single contacts? Windows 7 32bit MS Word 2007 mail merge. What about single contacts? Office 2007
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Angry MS Word 2007 mail merge. What about single contacts?

Trying to use Word 2007 and Outlook 2007 in order to send out INDIVIDUAL mail merge email letters to senior executives at companies I've already contacted, spoken to administrative assistants, and left voicemail messages. I HATE "spam" and NEVER send out any. Spammers should be shot!



Having a problem though. Got a nice "stable" of industry specific merge letters done and they work fine. The problem is in NOT sending out a "blast!" While setting up the system last week I inadvertently DID send unsolicited email messages to 14 corporate CIO types (I sell mobility software.) Had to immediately send out 14 individualized apologies; the system worked in this case.

Whenever I attempt to send out ONE SINGLE, or at most two, merged email letters, I have to open a new Word merged template, select an Excel database, edit the recipients down to the ones I want, select 'em, and send the email via Outlook. NOW comes the problem. In order to move on to the next prospect on my list, make call, leave a voicemail, etc. I have to SHUT DOWN the Word mail merge document I'd used AND SHUT DOWN the Excel spreadsheet in question. THEN I have to start the entire process ALL OVER AGAIN for the next one! Slowing me down terribly.

Please don't suggest a good CRM application. For some unfathomable reason my boss objects to using same, so it's "work around" time.

Anybody know how to streamline and speed up the process?
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Old 12-27-2012, 07:08 PM
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macropod macropod is offline MS Word 2007 mail merge. What about single contacts? Windows 7 64bit MS Word 2007 mail merge. What about single contacts? Office 2010 32bit
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You shouldn't have to close either app - simply re-edit the recipients list.
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Old 12-28-2012, 04:34 AM
bryankdonnelly bryankdonnelly is offline MS Word 2007 mail merge. What about single contacts? Windows 7 32bit MS Word 2007 mail merge. What about single contacts? Office 2007
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MS Word 2007 mail merge. What about single contacts?
 
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THX Paul. I'm not sure what you mean. Before I go to the next sales contact I should go into the list and edit it for THAT particular one?

There's one other complication. It's quite likely that I will be using a different mail merge letter. Each is not only industry specific. but also reflects actions taken with his-her administrative assistant. So I'll likely be using a different document.

Any thoughts?
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Old 12-28-2012, 05:07 AM
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macropod macropod is offline MS Word 2007 mail merge. What about single contacts? Windows 7 64bit MS Word 2007 mail merge. What about single contacts? Office 2010 32bit
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Quote:
Originally Posted by bryankdonnelly View Post
I'm not sure what you mean. Before I go to the next sales contact I should go into the list and edit it for THAT particular one?
That's what I'd do - a whole lot less bother than what you described.
Quote:
There's one other complication. It's quite likely that I will be using a different mail merge letter. Each is not only industry specific. but also reflects actions taken with his-her administrative assistant. So I'll likely be using a different document.

Any thoughts?
As only one mailmerge document can access a datasource at a time, you'd have to have to close the first mailmerge document (which should also close the opened workbook unless you've edited the data there) before opening the second one.
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Old 12-28-2012, 05:47 AM
bryankdonnelly bryankdonnelly is offline MS Word 2007 mail merge. What about single contacts? Windows 7 32bit MS Word 2007 mail merge. What about single contacts? Office 2007
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THX again Paul. I was afraid of that. I've talked my manager into letting me install ACT on my system. I know that does work, clunky and unstable as it is.
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Old 09-15-2013, 03:43 PM
JennyGW JennyGW is offline MS Word 2007 mail merge. What about single contacts? Windows 7 64bit MS Word 2007 mail merge. What about single contacts? Office 2010 64bit
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Quote:
Originally Posted by bryankdonnelly View Post
THX again Paul. I was afraid of that. I've talked my manager into letting me install ACT on my system. I know that does work, clunky and unstable as it is.
Interesting thread. I just posted a similar question.

Looks like I'll be installing Act, too. How utterly stupid.
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