Importing and exporting data > Managing import and export records > Creating personalized letters using OfficeLink
To send personalized letters to several people in the Card File (OfficeLink)
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The Advanced Filters window—Create Personalized Letters should be displayed.
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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.
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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. [Samples of templates for personalized letters (OfficeLink)]
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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.
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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
# P-GEO Geometric Wallpaper
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.
