Personal template when creating an email from the "contacts" area.

Hi all,

I'm having some dificulty creating a Template Letter from the Contact section.
Steps:

Go to Contacts
Highlight a contact
go to Actions
Choose "New Letter to contact"
Now you see a Wizard, and where it says Choose a page design I would like to be able to choose a template of my own design, not the standard templates.


Thanks in advance!

Bryan
Bgervais80Asked:
Who is Participating?
I wear a lot of hats...

"The solutions and answers provided on Experts Exchange have been extremely helpful to me over the last few years. I wear a lot of hats - Developer, Database Administrator, Help Desk, etc., so I know a lot of things but not a lot about one thing. Experts Exchange gives me answers from people who do know a lot about one thing, in a easy to use platform." -Todd S.

madspireCommented:
The following are instructions for Outlook 2003 - instructions for creating an email template -

from: http://office.microsoft.com/en-us/assistance/HA010917681033.aspx

Important  You cannot create an Outlook template if you are using Microsoft Office Word as your e-mail editor. To make sure you are not using Word as your e-mail editor, follow these steps:


In Outlook, on the Tools menu, click Options, and then click the Mail Format tab.
Clear the check box next to Use Microsoft Office Word 2003 to edit e-mail messages.
Click Apply, and then click OK.
Create a mail template
In Outlook, on the File menu, point to New, and then click Mail Message.
Note  You can also start a new message by clicking the New Mail Message button  on the Standard toolbar.

When the new message opens, give it an appropriate subject and compose your content. Leave space for personalized information that you'll add when you send the message to a particular recipient.
On the File menu, click Save As.
In the Save as type list, select Outlook Template, and then click Save
Close the message that you used to create your template. If you are prompted to save the message, click No.
Now that you've created your e-mail template, you can restore Word as your message editor:

Bgervais80Author Commented:
Sorry I didn't make myself clear.

I already know what you have suggested.

What I want to do is choose one of MY personally created Templates while in the contacts section.

(Please try this):
Go to Contacts
Highlight a contact
go to Actions
Choose "New Letter to contact"
Now you see a Wizard, and where it says Choose a page design I would like to be able to choose a template of my own design, not the standard templates.

Thanks!
madspireCommented:
I don't get the wizard that you get, just blank email addressed to the Contact -

to choose my template from there -

From the Inbox, click the Tools menu, click Forms, and then click Choose Form.
Click the Look in box, and select User Templates in the File System from the drop-down list.
Select your template, and then click Open.
Personalize the message if you want to, add the recipient's e-mail address to the To line, and click Send.

I then had to fill in the To field, again, so it looks like oyu may as well just start from a blank new message, open your template, then click on To, and choose the Contact you wish to send it to.
Your Guide to Achieving IT Business Success

The IT Service Excellence Tool Kit has best practices to keep your clients happy and business booming. Inside, you’ll find everything you need to increase client satisfaction and retention, become more competitive, and increase your overall success.

glenn_1984Commented:
I just create a set of signatures and use those.
Aland CoonsSystems EngineerCommented:
I get the option for a "New Message to Contact" but not a "New Letter to Contact".

Under Tools / Options / Mail Format
do you have a "Default Stationary" selected?

Are you using HTML email format (not rich text or plain text)?   This is also where you must disable using Word as you email editor.
Bgervais80Author Commented:
I've done already what you all have suggested and have tried other workarounds.

I guess what I am trying to find out is where these templates that are showning in the Wizard are located. I would assume where the rest of the templates are, but they aren't. I did a complete System search but do not find them. They must have a different file name. I can assure you all that when you highlight a contact, go to actions, there is a choice for Letter to contact, as well message to contact, Appointment, and task. The option for letter is not there if you right click on the contact however.

I will increase the points to 1000 if someone can find an answer to this :-)

Bryan
SeanConnollyCommented:
Bryan

Ok this is seriously whacky but here goes:

I went into Word and set Tools | Options | File Locations | User Templates to  "C:\Documents and Settings\<profile name>\Application Data\Microsoft\Templates".  This is probably the default, already.

I then took a copy of one of my own .dot files, pasted it into the folder identified above and renamed it to be one the standard templates that appears in the "Choose a page design" list.  In my case I chose Contemporary Letter.

I then opened a contact and chose Actions | New Letter to Contact and then selected Contemporary Letter from the drop down list in "Choose a page design".  Although a preview wasn't available it did select my own .dot design.

Any good?

Experts Exchange Solution brought to you by

Your issues matter to us.

Facing a tech roadblock? Get the help and guidance you need from experienced professionals who care. Ask your question anytime, anywhere, with no hassle.

Start your 7-day free trial
Aland CoonsSystems EngineerCommented:
I thought I was onto something when I discovered this:
C:\Program Files\Microsoft Office\Templates\1033\Letter Wizard.wiz

but it only appears to be a .DOT by another name with a short macro that runs before calling the letter wizard itself.

I'm thinking the Letter Wizard has a built-in list that cannot be changed with decompiling WORD.EXE.
If true that would make the above idea from SeanC the only real working solution.

Bgervais80Author Commented:
Ok how do I make the points to 1000??
SeanConnollyCommented:
Bryan

LOL!  But I don't think it's possible. 500 of your points plus an A grade gives me 2000 EE points in any case.  Glad to be of help.
It's more than this solution.Get answers and train to solve all your tech problems - anytime, anywhere.Try it for free Edge Out The Competitionfor your dream job with proven skills and certifications.Get started today Stand Outas the employee with proven skills.Start learning today for free Move Your Career Forwardwith certification training in the latest technologies.Start your trial today
Outlook

From novice to tech pro — start learning today.