Personalised letters

You can create personalised letters (also known as mail-merge letters) for any of your contacts. A personalised letter is a document template that contains standard text as well as fields that can be automatically filled with data stored in your company file.

Personalised letters are useful when you need to send the same letter to several contacts. For example, you may want to send several slow-paying customers a payment reminder letter. Instead of entering each contact’s information on the letters yourself, you can set up a letter template that contains the text you want to appear, and insert data fields that automatically fill in with the contact’s name, address and the amount owing.

Printing personalised letters using Microsoft Word and OfficeLink

OfficeLink is a feature that automates the process of merging contact information stored in your company file with a Microsoft Word template (a .dot file). Your software includes a set of templates that you can use, and they are stored in the Letters folder, which is located within your software’s program folder.

You can edit these templates and create new ones using the mail-merge features of Microsoft Word. For information about working with mail-merge templates, see Microsoft Word Help.

The following table summarises the templates provided with your software.

Use this template...	When you want to...
Apology Letter	apologise for a problem your company has caused for a customer, and to assure the customer that the problem will be addressed.
Backorder Letter	let your customers know that items they’ve ordered are on backorder and will be shipped as soon as possible.
Blank Letter	write your own letter.
Bounced Check	notify customers whose payments have bounced.
Collection-First Letter	remind customers whose accounts have become overdue to make a payment.
Collection-Second Letter	express greater urgency than Collection-First Letter and request that your customer contact you immediately.
Collection-Third Letter	encourage customers who have overdue payments to make a payment before their credit history is damaged.
Collection – Final Letter	advise customers that you will turn their account over to a collection agency if payment isn’t made within a specified number of days.
Credit Application	enable your customers to formally apply for credit.
Fax Cover	create a fax cover page. This page includes room for a memo.
Complaint Resolution Letter	reply to customers who have questioned an amount on their monthly statement. This letter indicates that you are looking into the matter and that you will credit the customer’s account for the amount in question while the matter is investigated.
Thank You Letter	thank new customers for their business.

You can edit these templates and create new ones using the mail-merge features of Microsoft Word. For information about working with mail-merge templates, see Microsoft Word Help.

To print a personalised letter using Microsoft Word

Go to the Card File command centre and click Personalised Letters. The Review Cards Before Exporting window appears.

Click in the select column next to each contact to whom you would like to send a personalised letter.

tip : Advanced filters

You can filter your contact list to only show contacts who are located within specific postcodes by clicking Advanced filters and entering your criteria.

Click Mail Merge. The Select from List window appears.

Select the template you would like to use and then click Use Template.

Your letter appears in Microsoft Word, and depending on the template you have selected, you will be prompted to enter additional information, such as your name and title.

Edit the letters as required and then print them using Microsoft Word.

Printing personalised letters using other word processors

If you want to use a mail-merge letter template created using word processors other than Microsoft Word, you will need to export the data out of your company file and then merge that data with the letter yourself.

To print a personalised letter using other word processors

tip : If you want to send letters to customers with unpaid invoices.

Display the Debtors tab of the To Do List window and click the Select column for each customer to whom you want to send a letter. Click Mail Merge to select a collection letter template, which includes information such as the customer’s outstanding balance.

Go to the Card File command centre and click Create Personalised Letters. The Review Cards Before Exporting window appears.

Select the contacts to whom you would like to send a personalised letter.

tip : Advanced filters

You can filter your contact list to only show contacts who are located within specific postcodes by clicking Advanced filters and entering your criteria.

Click Disk. A window with a list of file formats appears.

Choose either the Tab-Delimited Text File or Comma-Separated Text File option.

note : Check what file formats your word processing software requires

Most word processing software allows mail-merge data to be tab-delimited (data is separated by tabs) or comma-separated. If your software requires a specific format, choose that format at this step.

Click Save. The Save As window appears.

If necessary, change the text file’s name and location and then click Save.

The text file containing your contacts’ details is saved at the location you specified.

Use your word processing software to merge the data contained within the text file with a letter template that you have created.