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Outlook 2007 user-defined fields not showing in Word 2007 merge

Discussion in 'Business Applications' started by dgrahamii, Apr 1, 2010.

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  1. dgrahamii

    dgrahamii Thread Starter

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    On computer1, I have successfully created a customized form with user-define fields in Outlook 2007 and a merge document in Word 2007 that works (starting the merge from Outlook 2007). I want to copy the custom form with the user-define fields and the merge document to a second computer (computer2).

    I saved the custom form with fields from computer1 to a *.fdm file using the Tools, Options, Other, Advanced Options, Custom Forms, Manage forms. On computer2 I used the same process to install the custom form file (*.fdm) into Outlook 2007 and created a new contact folder that uses the form and displays/adds new contact records correctly. I also copied the Word merge document to computer2. Computer1 and computer2 both have Office 2007.

    All the problems occur on computer2. First, when I attempted to merge (starting in Outlook 2007), Word gave messages that all my user-defined fields did NOT exist in the database although I could see them in the Contact records. I attempted to create a new document and the user-define fields do NOT show up in the Word merge field list either.

    On computer2, I created from scratch a new contacts folder with a new custom form and user-define fields which works when merging. Therefore, the problem seems to be that Word can not see the fields I created from the *.fdm file I installed.

    Can anyone please help me with this? Thank you in advance.

    Don
     
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