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Sep 19, 2014
1. RE: Outlook Contacts form design Christa Vincent
2. RE: Word 2010 - issues with merge codes Kimberley Perry
3. RE: Word 2010 - issues with merge codes Kimberley Perry
4. RE: Word 2010 - issues with merge codes Catherine Scribner
Sep 18, 2014
5. RE: Word 2010 - issues with merge codes Wendy Fan
6. Word 2010 - issues with merge codes Krista Tinslay
Sep 13, 2014
7. RE: 2013 Outlook Caldendar Printing Jeannette Peters
Sep 05, 2014
8. RE: 2013 Outlook Caldendar Printing Kathleen Sohn
Sep 03, 2014
9. 2013 Outlook Caldendar Printing Jeannette Peters
Aug 27, 2014
10. RE: Outlook Contacts form design Joyce Leatherwood


1.
RE: Outlook Contacts form design
From: Christa Vincent
To: Computer Tech Tips
Posted: Sep 19, 2014 5:36 PM
Subject: RE: Outlook Contacts form design
Message:
There is a much easier way to do this!  When in the contact folder you wish to modify, click View, Current View, Customize Current View or Define View to create a new view.  If you are customizing your current view, click Show Fields, at the bottom of that screen there is a "Select available fields from:" drop down - drop and scroll down to "All Contact Fields".  Those fields will then populate the "Available Fields" list above. Scroll down to "Created" - click the "Add" button, hit OK. Click OK to get out.  The Created date will appear at the bottom of all contacts in that folder.  

You can apply different views as needed.

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Christa Vincent, CAP
Executive Administrator
Houston, TX

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2.
RE: Word 2010 - issues with merge codes
From: Kimberley Perry
To: Computer Tech Tips
Posted: Sep 19, 2014 12:43 PM
Subject: RE: Word 2010 - issues with merge codes
Message:
Oops, yes, Catherine is correct, it is DDE, not ODBC. I have had issues though with some spreadsheets where I've had to try most of the choices to get it to work (three identical spreadsheets and DDE work for two of them and we could only get the OLE to work for the third one, which was kinda weird).

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Kim 
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3.
RE: Word 2010 - issues with merge codes
From: Kimberley Perry
To: Computer Tech Tips
Posted: Sep 19, 2014 12:39 PM
Subject: RE: Word 2010 - issues with merge codes
Message:
Hi Krista,

Following is the procedure to mail merge (Excel data and Word main document) so that the Excel "number" formatting remains intact (i.e., currency, dates formatted the way they are in Excel, etc.):

1) In Word, you need to change one of the options/settings that will prompt you to confirm "how" the Excel data is converted when you choose your data source file:  In Word (doesn't matter what document is open, if any) select File > Options > Advanced, scroll down near the bottom, under the "General" group of options, select the check box "Confirm file format conversion on open".
2) Open your Word merge "main document".
3) The you must "re-open / find your data source" again so that you will get prompted to select the type of file conversion (per the setting you turned on in step 1 above). On the 'Mailing' ribbon, "Select Recipients / Use Existing List" (or however you find and 'connect' your Excel data to the Word document).
4) Once you select and open your Excel file/data source, a dialog box/prompt will open called "Confirm Data Source", the first time around you may have to select the "Show All" check box at the bottom left to see the one you need to use; the data source you need to select, in order for all Excel number formatting to remain as it is in Excel is: "Excel Files via ODBC" (the key is ODBC, which stands for Object DataBase Connectivity).

Hope this works for you and good luck with your merge.

Best Regards,

Kim
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Kim Perry, CAP-OM, MOS Master 2010, Microsoft Certified Trainer
Vancouver Chapter
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4.
RE: Word 2010 - issues with merge codes
From: Catherine Scribner
To: Computer Tech Tips
Posted: Sep 19, 2014 8:56 AM
Subject: RE: Word 2010 - issues with merge codes
Message:
The problem you are having has to do with the way Word is translating the information coming from Excel, so making changes in the Excel data does not work.  You need to change the settings in Word. 

Here is what you need to do:

Word 2007 and Word 2010
  1. Start Word, and then open a new blank document.
  2. Go to Word Options
    • In Word 2007, click the Office Button, and then click Word Options.
    • In Word 2010, click File, and then click Options.
  3. On the Advanced tab, go to the General section.
  4. Click to select the Confirm file format conversion on open check box, and then click OK.
  5. On the Mailings tab, click Start Mail Merge, and then select Step By Step Mail Merge Wizard.
  6. In the Mail Merge task pane, select the type of document that you want to work on, and then click Next.
  7. Under Select starting document, select the starting document that you want to use, and then click Next.
  8. Under Select recipients, click Use an existing list, and then click Browse.
  9. In the Select Data Source dialog box, locate the folder that contains the Excel workbook that you want to use as your data source, select the workbook, and then click Open.
  10. In the Confirm Data Source dialog box, click to select the Show all check box. Click MS Excel Worksheets via DDE (*.xls), and then click OK.

NOTE: Your data now will now appear in the Mail Merge Recipients dialog box with the same formatting that appears in the Excel worksheet.

You do not need to do this every time you do a mail merge from Excel.  Once you have set this up, the Data Source formatting is saved to your Normal template and so it will carry over to your future documents automatically.

Hope this helps :)

Catherine
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Catherine Scribner, CAP-OM
Executive Administrative Assistant
Portland, ME

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5.
RE: Word 2010 - issues with merge codes
From: Wendy Fan
To: Computer Tech Tips
Posted: Sep 18, 2014 10:01 AM
Subject: RE: Word 2010 - issues with merge codes
Message:
Krista,
When you copy and paste your data from Excel, did you paste it as "values" (123) or you just simply paste it.  For some reason,it does make a difference in formatting later on if you choose to paste your data as "values" rather than in some other format.  Try to see if it works.
Wendy

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Wendy Fan CAP-OM
Admin Supervisor and Executive Assistant
Richmond Hill, ON
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6.
Word 2010 - issues with merge codes
From: Krista Tinslay
To: Computer Tech Tips
Posted: Sep 18, 2014 9:52 AM
Subject: Word 2010 - issues with merge codes
Message:
This message has been cross posted to the following eGroups: Computer Tech Tips and Microsoft Office .
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Hi all -

I'm looking for some help with merge codes in Word 2010, using data from Excel 2010.

My data set is formatted as a date field, using a V lookup.  When I create my merge document, and define the merge field as a date using the appropriate merge coding (\@ "MMMM dd, yyyy"), nothing works. The date field turns into a number.  Even if I look at the fields in the "edit recipient" block, it's showing numbers, and not dates as in my data.

I've tried to hard code the dates.  I've tried different merge code strings.  Nothing is working.

What am I doing wrong? This has been an issues I've struggled with over the last couple of weeks, and it's driving me crazy.

Any ideas?  Thoughts?  Suggestions?

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Krista Tinslay
Senior Administrative Assistant
Halifax, NS
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7.
RE: 2013 Outlook Caldendar Printing
From: Jeannette Peters
To: Computer Tech Tips
Posted: Sep 13, 2014 8:38 PM
Subject: RE: 2013 Outlook Caldendar Printing
Message:
Thanks Kathleen. I tried that and several other places. I don't think there's an option to print the monthly calendar the way she likes it. Oh well!

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Jeannette Peters
Practice Administrator
Glenwood, IL

Member of Excellence since 2008-2009
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8.
RE: 2013 Outlook Caldendar Printing
From: Kathleen Sohn
To: Computer Tech Tips
Posted: Sep 05, 2014 3:06 PM
Subject: RE: 2013 Outlook Caldendar Printing
Message:
Go to FILE, PRINT...HERE you can select different print views, my Supervisor prefers both the Dailly view style and the Calendar Details style, this way she can view all the details in each invite along with detailed information within each invite.
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Kathleen Sohn CAP
Administrative Assistant
Des Moines, IA
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9.
2013 Outlook Caldendar Printing
From: Jeannette Peters
To: Computer Tech Tips
Posted: Sep 03, 2014 3:49 PM
Subject: 2013 Outlook Caldendar Printing
Message:
Hi,

Does anyone with Office 2013 know how to change the formatting to print calenders in Outlook. My boss likes to print the monthly view, but it prints with a border around each entry. When she has a particularly busy day, it's hard to read and takes up more space, so the letters are cut off. Suggestions?

Thanks,

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Jeannette Peters
Practice Administrator
Glenwood, IL

Member of Excellence since 2008-2009
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10.
RE: Outlook Contacts form design
From: Joyce Leatherwood
To: Computer Tech Tips
Posted: Aug 27, 2014 1:37 PM
Subject: RE: Outlook Contacts form design
Message:
Kimberly, There is a way to do it.  I just did it.  Here is the link:

http://www.slipstick.com/outlook/insert-the-date-and-time/
and
http://www.slipstick.com/developer/how-to-apply-a-new-default-form-to-an-outlook-folder/

Now I got to figure out how I managed to make my note area smaller.

But it did work.

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Joyce A. Leatherwood, CAP - OM,
Executive Assistant to President
Leidos Engineering, LLC | Leidos Constructors, LLC
office: 704-542-2908 fax: 704-759-0081
direct: 704-752-1367

LEED Green Associate, 2007 MOS Master
IAAP Member of Excellence 2008-09; 2009-10,
2010-11, 2011-12, 2012-13
Please consider the environment before printing this email.
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