How to Use Spouse, Special Occasion Fields From Schedule+

ID: Q145445

The information in this article applies to:

SUMMARY

When you use the Address Book as a data source for a mail merge, some fields, such as the spouse and the special occasion fields, are not available.

This article provides a way to use these additional fields in a mail merge in Word.

MORE INFORMATION

To use any of the fields from Schedule+, which are not available when you select Address Book as a data source in Word's Mail Merge Helper, do the following:

 1. Start Schedule+.

 2. On the File menu, point to Export, and click Text.

 3. In the Text Export Wizard, select the type of items you want to export,
    such as Contact List, and click Next.

 4. Select the comma to use between fields and a double-quotation mark to
    surround text fields, and then click Next.

 5. Click Next.

 6. Click Next. Note: If you do not want to use any of the fields in the
    Export Fields list, select those fields and click Remove, and then
    click Next.

 7. Type the path and filename that you want to export the fields to, for
    example, C:\Windows\My Documents\Export.csv, and click Finish.

 8. In Word, click Mail Merge on the Tools menu.

 9. Click Create and select a main document type, such as Form Letters.
    Select Active Window or New Main Document.

10. Click Get Data, click Open Data Source, locate and select the document
    you created in step 7, choose the Select Method option, and click Open.

11. In the Confirm Data Source dialog box, choose Text Files via ODBC
    (*.txt, *.csv) and click OK.

12. Click the Edit Main Document button.

When you click the Insert Merge Field button, you can choose any of the previously unavailable fields, such as Spouse, Anniversary, Birthday and so forth.

For additional information, please see the following article in the Microsoft Knowledge Base:

   ARTICLE-ID: Q141874
   TITLE     : Some Schedule+ Address Book Fields Not Available to Word

KBCategory: kbmerge KBSubcategory: Additional query words: 7.0 7.0a Schedule plus Spouse
Keywords          : kbinterop
Version           : 7.0
Platform          : WINDOWS

Last Reviewed: January 20, 1999