Communication with your contacts is essential to the success of your business. Personalized business letters and mailers show your 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 Information window. They include the card's name, addresses, phone and fax numbers, contact name, salutation and, if applicable, balance and overdue balance amounts.
Using OfficeLink
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. (OfficeLink is automatically included in a typical installation.) (Using OfficeLink)
Note: These products are compatible with OfficeLink
Without OfficeLink
Even if you haven't installed OfficeLink -- that is, if you've used a custom installation --you can create a "mail-merge" file that can be used with your word processing application to create personalized letters. This process is more time-consuming, however. You should take advantage of OfficeLink's capabilities if you can.
If you haven't installed OfficeLink, but are using an OfficeLink-compatible word processing application and would like to begin using OfficeLink, you'll need to reinstall your MYOB application.
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 a preferred name for your contact person. This will be used in the salutation instead of their formal name.
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