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Fastbase Accounting System - Online Manual Mail Merge |
Document 103521/1
Entered Tue, 22 Jul 2003 15:26 by
Updated Thu, 24 Jul 2003 10:07
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Go to the Reports menu, Miscellaneous, select Customer Listing or Supplier Listing.
Select the accounts to report; see Selecting Accounts for Reports & Processing.
Change the Output Device to Export.
When prompted save the file as a .csv file (eg: mail.csv) so it can be imported into Microsoft Word or similar for the Mail Merge.
Open the .csv file with Microsoft Excel or similar and remove the report title and footer details only, leaving the header and all data rows intact.
Example:
Supplier,Name,Address,Phone Number,Fax Number,Cur
1000,A G Treloar,,,,NZD
1001,A J McCurry,,,,NZD
1002,A.Courts,"P O Box 25 017
AUCKLAND",,,NZD
In Microsoft Word, go to the Tools menu and select Mail Merge. Import the .csv file here and then after setting up the label format it will be ready to merge. Subsequently the labels will be displayed, ready for printing.
The above process could be used for any report data, not just the customer and supplier listing reports.
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