Reports and forms

To send personalized letters to several people in the Card File (OfficeLink)

 

Use this procedure only if you're using OfficeLink.

The Advanced Filters window - Create Personalized Letters should be displayed.

  1. Select the data you want to export and then click OK. The Review Cards Before Exporting window appears.


  2. All cards whose data fit the criteria you entered in the Create Personalized Letters window appear in the list with a mark in the Export field.


    If you don't want to export the data for a card, click the mark in the Export field to unmark it.
  1. Click Mail Merge.


  2. The Select From List window lists letter templates you can use to create personalized letters for the customers you've selected. Highlight the template you want, and click the Use Template button. [To choose a template for personalized letters (OfficeLink)]


  3. Your word processor will open, and a series of dialog boxes will allow you to enter additional information to appear in the letters. For all letters, you'll be asked to enter your name and business title.


    If you're using the BACKORD template to print letters to alert your customers about backordered items, you also will be asked to indicate the items that are on backorder.
    If you enter multiple items, they will be printed in a column; to ensure that they appear properly, your entries in the dialog box should be in this format:
    #  WP-FLO     Floral Wallpaper
    #  P-GEO     Geometric Wallpaper
    Note:  Your box entries will be used on all letters you select
    If you're using the BOUNCED template to print letters alerting customers that their checks have bounced, you'll be asked to specify the check number and the amount for each customer you've selected.
    When you've made all the entries required, the personalized letters for the customers you selected will be displayed. You can edit these letters if you like, or print them as they are.

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