How to Use Spouse, Special Occasion Fields From Schedule+ (145445)

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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: