Communication with your business contacts is essential to the success of your business. Personalized business letters and mailers show your business contacts that you really appreciate their business. This can generate more sales for your company.
The files you export from the Card File contain the information you enter in the Card File Entry window. They include the card's name, addresses, phone and fax numbers, contact name, salutation and, if applicable, balance and overdue balance amounts.
Using MYOB OfficeLink, you can seamlessly export card information from AccountEdge and import it into your word processing software to create personalized correspondence for the people you do business with. Even if you haven't installed OfficeLink, you can create a "mail-merge" file that can be used with your word processing program to create personalized letters. This process is more time-consuming, however. We recommend that you take advantage of OfficeLink's capabilities if you can.
If you haven't installed OfficeLink, but you're using an OfficeLink-compatible word processing program and would like to begin using OfficeLink, you'll need to reinstall your MYOB program. To learn how, see Reinstalling MYOB AccountEdge.
Without installing OfficeLink, you still can export card information from MYOB AccountEdge and import it into your word processing software to create personalized correspondence for the people you do business with.
Two fields in the Card File Entry window, Contact Name and Salutation, can be helpful if you intend to create personalized letters using your word processing software.
If a card is indexed by a company name rather than an individual name, you can enter the name of a contact person in the Contact Name field. Then, when you import the card's data, you can send letters to a specific person at that company.
Similarly, by using the Salutation field, you can enter the name that a contact person prefers to be called, instead of their formal name.
Click below for the step-by-step procedure:
To export data for use in personalized letters
Importing and Exporting Overview - Creating personalized letters