Note 3: This method can also be used to keep track of Christmas cards that you need to send out. For instance, when the contact has to be in a specific category and lives in a specific city/state/country or works for a specific company. Note 2: You can also apply filters to you view if your selection is a bit more complex. Note 1: If you want to find out more about doing a mail merge, you can use this Mail Merge guide. Here you can still make all the regular changes and modifications that are available in Word, so you are not missing out on any options for your Mail Merge and you don’t necessarily have to send the merged document by email either. Use the “Only selected contacts” option for your Mail Merge when you’ve used method 3 to select your contacts instead of filtering or searching your Contacts folder.Īfter you’ve set your Mail Merge options, you can press OK and you’ll be taken to Word. In the Mail Merge Contacts dialog that pops-up, make sure you set the correct contact selection option Press the Mail Merge button on the Home tab of the Ribbon Press the ellipsis (…) button on the right hand side of the Ribbon to expand the command list and choose: Mail Merge… Once you’ve filtered (method 1 or 2) or grouped and selected your Contacts(method 3), you can start your Mail Merge. Step 2: Mail Merge selected contacts only Click on the Group Header of the desired Category to select all the contacts of that Category.Set your view’s arrangement to: Categories.Home-> group: Current View-> Phone / List Put your contacts in the Phone or List view. In this advanced step-by-step tutorial, learn how to mail merge with attachments, customize the subject, and cc or bcc others using Office 365.Yet another way to would be to sort and group your Contacts folder in such a way that all the contacts that you want to sent to are grouped together. Step 1: Method 3: Sort and Group your current view Select the Categories that you want to see in your list.This makes it easier to select multiple Categories (OR query). Step 1: Method 2: Filter your current viewĪnother way to go would be to apply a Filter against your Current View. By using the Categorized button on the Search tab of the Ribbon.Specify your Category to search on in one of the following ways.Select the Search field (keyboard shortcut: CTRL+E).Switch to your Contacts folder (keyboard shortcut: CTRL+3).In this case, you’d be specifying the Category. Step 1: Method 1: Perform a Search queryĪ really quick way to filter your contacts is by using a Search query. Which one to use depends on your preference, the end result will be the same. There are various methods to achieve this. The trick is to select your contacts and start the Mail Merge from within Outlook itself instead of directly starting in Word.īy using Outlook, you can filter your Contacts on any available property and use the results or your selection for your Mail Merge. In most cases, I can apply some filters to easily select the contacts I need but I can't seem to be able to filter based on Categories that I have assigned the contacts to. When doing a Mail Merge in Word, I can see all my Outlook contacts.
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