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Old 10-28-2020, 06:13 PM
CRMCathy CRMCathy is offline Windows 7 32bit Office 2010 32bit
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Join Date: Oct 2014
Location: Australia
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Default Mail merge with Form Fields

I have a client who needs to complete forms for individual clients following pest control inspections. These are currently set up with form fields in Word.

He needs to be able to merge the contact details from an Outlook contact - which I am very comfortable with doing - and then use the form fields in the Word document.

Am I best to:
1. Use Content controls in Word?
2. Use Graham Major's tools
3. Use the macros supplied by MS and referenced here within this forum?

I am a little confused as to the best way to proceed and appreciate any advice

Thank You!
Cathy
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