Mail Merge

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.

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.

The fields available for mail merge are:

•Cust_No

•Contact

•Title

•Company

•Address

•Suburb

•State

•Post Code

•Phone

•Fax

•Email