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BCM and Layout of an Address Book Entry
Greetings
I have been attempting to configure Office 2003 SBE using Business Contact Manager to allow staff to print address labels from Word with Comapny Name, Contact Name and Postal Address (a standard worldwide business mail address format); using "Envelopes and Labels in Word. Apparently the correct way to configure this (as it is not available "out of the box") is to save the appropriate macrobutton field codes as an AutoText entry "AddressLayout" - according to several sources: KB134901 http://www.slipstick.com/contacts/insword.htm http://www.gmayor.com/Macrobutton.htm The issue however, is that this does not seem to work on all BCM Contact entries. Sometimes I get the text "Fax Number" where the Company Name should be. Sometimes there is no Company Name whatsoever. Sometimes it works flawlessly. It does not work at all if I use BCM Accounts entries. I have imported contacts from previous Office 97 Contacts, created new contacts, imported contacts from Excel and what-have-you. It seems that there is a bug with the AutoText entry "AddressLayout" method of creating standard company address labels with BCM and is dependant on how the contact was created - a la KB164477. Is this likely the case? I would like to know what the appropriate macrobutton field codes are for BCM (if in fact they are different from normal Contacts) to allow the successful printing of Business Address Labels. Please help! Thank you. Regards Marty Hauville |
#2
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BCM and Layout of an Address Book Entry
I'd use a mail merge, not AddressLayout, to do bulk printing of mailing
labels. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Marty Hauville" wrote in message ... Greetings I have been attempting to configure Office 2003 SBE using Business Contact Manager to allow staff to print address labels from Word with Comapny Name, Contact Name and Postal Address (a standard worldwide business mail address format); using "Envelopes and Labels in Word. Apparently the correct way to configure this (as it is not available "out of the box") is to save the appropriate macrobutton field codes as an AutoText entry "AddressLayout" - according to several sources: KB134901 http://www.slipstick.com/contacts/insword.htm http://www.gmayor.com/Macrobutton.htm The issue however, is that this does not seem to work on all BCM Contact entries. Sometimes I get the text "Fax Number" where the Company Name should be. Sometimes there is no Company Name whatsoever. Sometimes it works flawlessly. It does not work at all if I use BCM Accounts entries. I have imported contacts from previous Office 97 Contacts, created new contacts, imported contacts from Excel and what-have-you. It seems that there is a bug with the AutoText entry "AddressLayout" method of creating standard company address labels with BCM and is dependant on how the contact was created - a la KB164477. Is this likely the case? I would like to know what the appropriate macrobutton field codes are for BCM (if in fact they are different from normal Contacts) to allow the successful printing of Business Address Labels. |
#3
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BCM and Layout of an Address Book Entry
Sue
Thanks for your swift response as always. Sorry for the misunderstanding, these are for ad-hoc Company adressing, not a mass-mail out. Users need to print address labels (Single label with Comapny logo) as and when needed for sending invoices, usually five to ten per day each. Typically we use Word, (Tools, Letters & Mailings, Address & Labels) to print to sticky labels one at a time from the Address Book, which is linked to BCM Contacts. Are we using the correct method to print an address label with Contact Name, Company, Postal Address? Is there a better way? Do my previous assumptions/questions still stand? Thank you in advance for your assistance. Regards Marty Hauville ----- Sue Mosher [MVP-Outlook] wrote: ----- I'd use a mail merge, not AddressLayout, to do bulk printing of mailing labels. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Marty Hauville" wrote in message ... Greetings I have been attempting to configure Office 2003 SBE using Business Contact Manager to allow staff to print address labels from Word with Comapny Name, Contact Name and Postal Address (a standard worldwide business mail address format); using "Envelopes and Labels in Word. Apparently the correct way to configure this (as it is not available "out of the box") is to save the appropriate macrobutton field codes as an AutoText entry "AddressLayout" - according to several sources: KB134901 http://www.slipstick.com/contacts/insword.htm http://www.gmayor.com/Macrobutton.htm The issue however, is that this does not seem to work on all BCM Contact entries. Sometimes I get the text "Fax Number" where the Company Name should be. Sometimes there is no Company Name whatsoever. Sometimes it works flawlessly. It does not work at all if I use BCM Accounts entries. I have imported contacts from previous Office 97 Contacts, created new contacts, imported contacts from Excel and what-have-you. It seems that there is a bug with the AutoText entry "AddressLayout" method of creating standard company address labels with BCM and is dependant on how the contact was created - a la KB164477. Is this likely the case? I would like to know what the appropriate macrobutton field codes are for BCM (if in fact they are different from normal Contacts) to allow the successful printing of Business Address Labels. |
#4
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BCM and Layout of an Address Book Entry
Sue
BTW I tried using the Mail Merge funtion and it fails to include any Address, no matter which merge fields from BCM contacts I select. It will only include Name and Company (only name when I use address block!) Even if it worked woth BCM, the Mail Merge function would not be suitable for users wanting to print one or two lables/envelopes (as in our case), as it is difficult and convoluted to use for such a purpose. Any hints please! Thank you. Regards Marty Hauville |
#5
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BCM and Layout of an Address Book Entry
Mail merge works best when started from Outlook. I'll play around with the
Insert Address function. In the meantime, you might want to look at some of the other label solutions -- see http://www.slipstick.com/contacts/printlabel.htm -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Marty Hauville" wrote in message news Sue BTW I tried using the Mail Merge funtion and it fails to include any Address, no matter which merge fields from BCM contacts I select. It will only include Name and Company (only name when I use address block!) Even if it worked woth BCM, the Mail Merge function would not be suitable for users wanting to print one or two lables/envelopes (as in our case), as it is difficult and convoluted to use for such a purpose. Any hints please! Thank you. Regards Marty Hauville |
#6
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BCM and Layout of an Address Book Entry
ISSUE UPDATE:
Removed old BCM contacts and BCM account list entries from Address Book by removing and re-adding Address Book from Profile. This had the desirable effect of eliminating the prior quirky illogical behaviour of the database merge fields. Now the situation seems to be static and I found the following results as follows: Mail Merge from BCM Accounts: * All fields merge accurately except Primary Contact Name is unavailable * How filter out local Country field? * First Name and Last Name seem to split Account BCM Accounts Database Field and perform a dodgy truncation of the Account Field Address & Envelopes from BCM Accounts: * Successfully filters out local Country field * Primary Contact Name is unavailable Mail Merge from BCM Contacts: * Address Block does not merge Contact Name * Address Block filters out all Country fields, when suppress local Country field selected! * First Name and Last Name seem to split Account BCM Contacts Database Field and perform a dodgy truncation of the Account Field Address & Envelopes from BCM Contacts: * Works fine, but you have to remember the exact name of the person to print an envelope/label to a company. How do we search for or view Company Name in Address Book? Can we print Envelope/Label from BCM, as it is easy to use Simple Find to search for company names? I think I might try and write a VBA tool button to initiate Word Envelopes & Labels from BCM Contacts or Accounts, so that it prints the correct fields (unless it has already been done)... so I have ordered the following books from Amazon: "Beginning Programming for Dummies" by Wallace Wang (been too long since I wrote BASIC on my Vic-20) "VBA for Dummies" by John Paul Mueller "Mastering VBA 6" by Guy Hart-Davis "Microsoft Outlook Programming, Jumpstart for Administrators, Developers, and Power Users" by Sue Mosher ; ) "Programming Microsoft Outlook and Microsoft Exchange 2003, Third Edition" by Thomas Rizzo I already have Patricia Cardoza's "Using Microsoft Office Outlook 2003 - Special Edition" from Que, which contains some very useful information on BCM, although not quite enough! Is there more BCM info/books out there? I also require info on writing VBA for data import to BCM (from an email/Public Folder to BCM Opportunity). Also info on Merge Fields for BCM would be fantastic - what they do and what objects/data fields they link to. Do any of these books above provide this info or please can you recommend any other books or information sources? Again thankyou for your effort and time in answering these questions. Very much appreciated. If it weren't for you MVP's I don’t quite know what I'd do, thank you! Regards Marty Hauville |
#7
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BCM and Layout of an Address Book Entry
When you're setting up the merge document, are you looking at the Address
Fields list or the Database Fields list? Any BCM custom fields, like Primary_Contact, will appear only on the Database list. The address book that you see in Word can't be customized to show company names. It's a long-standing complaint. For programming purposes, you can treat the BCM entries as regular Outlook items with custom fields. The "user-defined fields list in folder" list in the Field Chooser will give you the names of at least the most useful custom fields. -- Sue Mosher, Outlook MVP Author of Microsoft Outlook Programming - Jumpstart for Administrators, Power Users, and Developers http://www.outlookcode.com/jumpstart.aspx "Marty Hauville" wrote in message ... ISSUE UPDATE: Removed old BCM contacts and BCM account list entries from Address Book by removing and re-adding Address Book from Profile. This had the desirable effect of eliminating the prior quirky illogical behaviour of the database merge fields. Now the situation seems to be static and I found the following results as follows: Mail Merge from BCM Accounts: * All fields merge accurately except Primary Contact Name is unavailable * How filter out local Country field? * First Name and Last Name seem to split Account BCM Accounts Database Field and perform a dodgy truncation of the Account Field Address & Envelopes from BCM Accounts: * Successfully filters out local Country field * Primary Contact Name is unavailable Mail Merge from BCM Contacts: * Address Block does not merge Contact Name * Address Block filters out all Country fields, when suppress local Country field selected! * First Name and Last Name seem to split Account BCM Contacts Database Field and perform a dodgy truncation of the Account Field Address & Envelopes from BCM Contacts: * Works fine, but you have to remember the exact name of the person to print an envelope/label to a company. How do we search for or view Company Name in Address Book? Can we print Envelope/Label from BCM, as it is easy to use Simple Find to search for company names? I think I might try and write a VBA tool button to initiate Word Envelopes & Labels from BCM Contacts or Accounts, so that it prints the correct fields (unless it has already been done)... so I have ordered the following books from Amazon: "Beginning Programming for Dummies" by Wallace Wang (been too long since I wrote BASIC on my Vic-20) "VBA for Dummies" by John Paul Mueller "Mastering VBA 6" by Guy Hart-Davis "Microsoft Outlook Programming, Jumpstart for Administrators, Developers, and Power Users" by Sue Mosher ; ) "Programming Microsoft Outlook and Microsoft Exchange 2003, Third Edition" by Thomas Rizzo I already have Patricia Cardoza's "Using Microsoft Office Outlook 2003 - Special Edition" from Que, which contains some very useful information on BCM, although not quite enough! Is there more BCM info/books out there? I also require info on writing VBA for data import to BCM (from an email/Public Folder to BCM Opportunity). Also info on Merge Fields for BCM would be fantastic - what they do and what objects/data fields they link to. Do any of these books above provide this info or please can you recommend any other books or information sources? Again thankyou for your effort and time in answering these questions. Very much appreciated. If it weren't for you MVP's I don't quite know what I'd do, thank you! Regards Marty Hauville |
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