To send personalised letters to multiple people in your Card File

If you haven't already read the OfficeLink Overview, see Creating personalised letters using OfficeLink for more information.

If you're not using OfficeLink, see Exporting data from MYOB Accounting Plus for information on creating an export file that can be used to create mail-merge letters.

The Forms Selection - Create Personalised Letters window should be displayed.

  1. Make selections about the data you want to export and then click OK. The Review Cards Before Exporting window appears.
  2. All cards whose data fit the criteria you entered in the Create Personalised Letters window appear in the list with a mark in their Export field.

  1. Click Mail Merge.
  2. The Select From List window appears with a list of letter templates you can use to create personalised letters for the customers you've selected. Highlight the template you want, and click the Use Template button.

Warning: Some templates shouldn't be used or changed

OfficeLink uses several templates and macros to create personalised letters, and some of these templates shouldn't be used to create letters, changed or deleted.

If you are using Microsoft Word, avoid using or changing the MYOBMN97.dot template.

  1. Your word processor will open, and a series of dialogue boxes will appear, allowing you to enter additional information that will appear in the letters. For all letters, you'll be asked to enter your name and business title.

Note: The items you enter in the dialogue box will be used on all the letters you've selected

You can enter more than one item in the dialogue box that appears when your word processing programme is started. It's important to note, however, that whatever entries you make in the dialogue box will be used for every letter you've selected. Using the example above, every customer you've selected will be told that their geometric wallpaper and floral wallpaper are on back order.

If some customers have ordered another combination of items that are back ordered, you'll need to repeat this procedure for those customers. Following our example, you might create one set of letters for people who ordered geometric wallpaper, a second set of letters for those who ordered floral wallpaper, and a third set of letters for those who ordered both types of wallpaper.