Mail Merge

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Mail Merge

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Use the mail merge function to create the Word data file. You will need to be familiar with WORD mail merge to complete the process.

 

Mail Merge1

 

Word Data file:

Enter the file name to be used as the data file in WORD mail merge. Use the drop down to select an existing file. The file must be saved as a .doc file to be compatible with mail merge.

 

Saved List Name:

Enter the previously saved list or click the drop down to display existing saved list. To create a list use the following procedure.

 

Source File:

Customer
Debtors
Creditors

If a Saved list name is used then the file used to create the list must correspond to the source file selected with the exception of the customer file which can use a debtor list name as the debtor numbers are the same as the customer numbers.

 

Sort By:

Company
Suburb
Post Code

All source files contain the above dictionaries for sorting the mail merge.

 

Selection Criteria:

None
Post Code
Salesman
Suburb
Industry
Catalog

If using a list name the select None otherwise select one of the other options. Depending on the option selected the Start Select and End Select criteria is required.

 

Default Contact Name:

Enter a default title for those contacts that do not have a title in the contact details.

 

The resulting mail merge Word file uses the Pipe "|" character as the delimeter for extracting the data.

Mail Merge2

The fields available for mail merge are:

Cust_No
Contact
Title
Company
Address
Suburb
State
Post Code
Phone
Fax
Email