WD: Schedule+ Contact List Not Sorted Alphabetically (145410)

WORKAROUND

1. Start Microsoft Schedule+.
2. In Schedule+, Point to Export on the File menu, and then click Text.
   
   This starts the Text Export Wizard.
3. Click to select Contact List, and then click Next.
4. Click to select the character to use between fields (comma is the default) and click to select the character to use to surround each field (quotation marks are the default). Click Next.
5. In the next dialog box of the wizard, two questions appear. Use the following defaults, and then click Next:

          Do you want to export text          Select No.
          containing carriage returns and     (No is the default).
          line feeds as a single line?
   
          Do you want to export the field     Select Yes.
          names on the first line?            (Yes is the default).

6. Click Add All to select all the fields from the contact list to export, and then click Next.
   
   NOTE: If you do not click Add All and only export certain fields, then you may lose some information when you import this file back into Schedule+.
7. Use the file name suggested by Schedule+; the default should be c:\<Windows>\Desktop\Export.csv. Click Finish. Schedule+ exports the contact list as a text file.
8. Start Word and open the exported file.
9. Sort the Contact Entries.
   
   
   1. On the Table menu, click Sort.
   2. In the Sort Text dialog box, click Options. Under Separate Fields At, click to select Commas, and then click OK.
   3. In the Sort Text dialog box, click to select My List Has Header Row.
   4. In the Sort By list click to select the field to sort the text by. For example, if you want to sort all the entries by the last name, click to select Last Name.
   5. Click OK to begin the sort.
10. Once the entries are sorted, save the file with the same name and extension and then close the file.
    
    NOTE: Save the file in the Text Only (*.txt) format. Do not save the file as a Word Document.
11. Switch to Schedule+. Click the Contacts tab. Select all of the Contact entries and delete them. The existing contact list has to be deleted before you can import the newly sorted contact list to Schedule+; you need to delete the existing list to avoid creating duplicate entries.
12. On the File menu, point to Import, and then click Text. This starts the Text Import Wizard.
13. Ensure that the exported file name appears in the File Name box. Click Browse to locate the file if necessary, and then click Next.
14. At the "Is the first line a list of field names?" prompt, click Yes (the default is Yes), and then click Next.
15. Click to select the character used between fields (comma is the default) and click to select the character used to surround each field (quotation marks are the default). Click Next.
    
    NOTE: In this step, you must select the same characters that you selected in step 4 when you exported the file.
16. Click Contact List under "Select the type of data in the file," and then click Next.
17. Select a type for the fields. The wizard lists the fields from the first line of the import file. To the right of each field is "IGNORE THIS FIELD." Select the first "IGNORE THIS FIELD" and a drop- down list appears. In the drop-down list, select the proper field name for this field. Repeat this step for each of the fields listed, and then click Finish. Schedule+ now imports the sorted file.
18. Quit and restart Word and Schedule+ for these changes to take effect.

1. Open or create your Word mail merge main document.
2. On the Tools menu, click Mail Merge. Click Get Data, and then click Use Address Book.
3. In the Use Address Book dialog box, click to select Schedule+ Contact List, and then click OK.
4. Click Merge. In the Merge dialog box, click Query Options. Click the Sort Records tab. Click to select the field that you want to sort the data source by, and then click OK.
5. Perform the rest of the merge as usual.