Using {MacroButton} fields to insert information from the Outlook Address Book into documents such as letters

Article contributed by Graham Mayor

The macrobutton field can be used as a text marker within a template, or, as the name implies, it can be used to run a macro.

For example, you may wish to include addressee details in a Letter template, without having to resort to either using a custom dialog (UserForm1) or a mail merge.

In this instance, insert the following field in the document template at the position the addressee information is to be placed:

{MACROBUTTON InsertAddressFromOutlook [Double-click here to insert address; click to type address.]}

To create the field, either:

 

Press Ctrl+F9 to position the field boundaries {} (don't type them); then type MACROBUTTON followed by the macro's name and the display prompt (you can have spaces within the prompt). Or

 

Select Insert + Field, and in the dialog, find the MacroButton field. This method is particularly good if you are not used to working with the field in question, because of all the help facilities the dialog gives you (see: Some Tips and Gotchas for those who are new to Word). The former method is quicker, though.

Then press F9 to update the field, which will also display the display text instead of the field code:

If the user single-clicks anywhere in the field, then entire field is selected:

(Note that the field shading is an option you can switch on or off under Tools + Options + View).

A single left mouse button click anywhere in the field will select the field, allowing it to be overtyped:

A double left mouse button click will run the macro attached to the field.

The macrobutton field can be used to run any macro e.g. you might wish to extract a name from your Outlook contacts list, for insertion on a template for writing company cheques:

{MACROBUTTON InsertNameFromOutlook [Double-click here to insert name; click to type name]}

... which displays:

You can use the following macros with the above fields:

Public Sub InsertAddressFromOutlook()
    Dim strCode As String, strAddress As String
    Dim iDoubleCR As Integer

    'Set up the formatting codes in strCode
    strCode = "<PR_GIVEN_NAME> <PR_SURNAME>" & vbCr & _
            "<PR_COMPANY_NAME>" & vbCr & _
            "<PR_POSTAL_ADDRESS>" & vbCr

    'Display the 'Select Name' dialog, which lets the user choose
    'a name from their Outlook address book
    strAddress = Application.GetAddress(AddressProperties:=strCode, _
            UseAutoText:=False, DisplaySelectDialog:=1, _
            RecentAddressesChoice:=True, UpdateRecentAddresses:=True)
    'If user cancelled out of  'Select Name' dialog, quit
    If strAddress = "" Then Exit Sub

    'Eliminate blank paragraphs by looking for two carriage returns in a row
    iDoubleCR = InStr(strAddress, vbCr & vbCr)
    Do While iDoubleCR <> 0
        strAddress = Left(strAddress, iDoubleCR - 1) & _
                Mid(strAddress, iDoubleCR + 1)
        iDoubleCR = InStr(strAddress, vbCr & vbCr)
    Loop

    'Strip off final paragraph mark
    strAddress = Left(strAddress, Len(strAddress) - 1)
    'Insert the modified address at the current insertion point
    Selection.Range.Text = strAddress

End Sub


Public Sub InsertNameFromOutlook()
    Dim strCode As String, strName As String

    'Set up the formatting codes in strCode
    strCode = "<PR_DISPLAY_NAME>"
    'Display the 'Select Name' dialog, which lets the user choose
    'a name from their Outlook address book
    strName = Application.GetAddress(AddressProperties:=strCode, _
            UseAutoText:=False, DisplaySelectDialog:=1, _
            RecentAddressesChoice:=True, UpdateRecentAddresses:=True)
    'If user cancelled out of  'Select Name' dialog, quit
    If strName = "" Then Exit Sub

    'Insert the name at the current insertion point
    Selection.Range.Text = strName
End Sub


Notes

1.

The user may find that the first time they run the macro in each Word session, they might see the Choose profile dialog and have to click OK:

And/or, they may find that the Select Names dialog displayed by the macro doesn't automatically display their contacts, and they have to select the drop-down and select Contacts every time.

If your users experience either of these problems, it is down to an Outlook configuration issue, and you should post the details in the  microsoft.public.outlook.contacts newsgroup. 
  

2.

If the document is protected (using Tools + protect Document), and if the MacroButton foeld is in a protected area of the document, you will need to unprotect the document immediately before the line that starts:

Selection.Range.Text =

and reprotect it immediately after that line - e.g.:

    ActiveDocument.Unprotect
    Selection.Range.Text = strAddress
    ActiveDocument.Unprotect
    'Insert the modified address at the current insertion point
    Selection.Range.Text = strAddress
    ActiveDocument.Protect Type:=wdAllowOnlyFormFields, _
            NoReset:=True
  

__________________

1.

Alternatively, if you did want to use a UserForm in an AutoNew macro, and wanted the UserForm to have a button that allowed your users to pick a name from the Outlook Address Book, you could use almost exactly the same code as provided in this article to do that as well. That is essentially how the Microsoft Letter Wizard works. 


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