Sales
If you're not using an OfficeLink-compatible word processor
Note: These products are compatible with OfficeLink
- In the To Do List window - A/R view, click the Action column for each customer to whom you want to send a letter.
- Click the Disk button at the bottom of the window.
- A dialog box asks you to choose one of four file formats for your export file. Select one of the following formats:
Tab-Delimited Text File: When you save a file in tab-delimited format, the individual pieces of information in the file are separated by tab characters. For example, if the last name Jones and the address 300 Roundhill Drive appears in the file, a tab character will appear between Jones and 300 Roundhill Drive in the file.
Comma-Separated Text File: When you save a file in comma-separated format, the individual pieces of information in the file are separated by commas. For example, if the last name Jones and the address 300 Roundhill Drive appears in a file, a comma will appear between Jones and 300 Roundhill Drive in the file. (Individual pieces of information that actually contain commas are surrounded by quotation marks.)
Text: When you save a file in text format, the individual pieces of information in the file are separated by spaces.
HTML Formatted Text File: When you save a file in HTML (HyperText Markup Language) format, the file can be viewed with World Wide Web browser software.
Note: You can also send a file as a PDF attachment to an email (Saving forms or reports as PDFs)
- The Save As window allows you to specify a name and location for the export file. Enter this information, then click OK to create the export file.
You're now ready to merge the export file's data with your word-processor's documents.
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