How do I export mail merge files from OfficeTalk?

As well as creating automatic mail merges ,OfficeTalk allows you to export company and contact records as mailmerge files. Users can either export Company CSV Records which will just export the company names or export Contact CSV Records which will export both the company and contact names. Both of these options are available in Contact mode through the File menu.

Before you export the CSV file, you should check what type of file your word processor can import. For example Lotus AmiPro can only import comma delimited files whereas Microsoft Word 6 can import both comma and tab delimited files.

Users should check whether fields should be quoted i.e. “Company”, “Address1”, or unquote Company,Address,

Users should check whether the delimiter which separates the fields is a comma or a tab i.e. “Company”, “Address1”, or “Company” “Address1”.

CSV Output dialog box.

Some wordprocessors may not accept files with a CSV extension. Check in your word processor Help file to ascertain which types of files it can import. When you type a filename into the File you can change the extension to the type you require.


Index Can I export my tasks and projects as CSV files from OfficeTalk