To send personalised letters to a single person or company

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

The Cards List window should be displayed.

  1. Click on the name you want to highlight it.
  2. Click the Letter button at the bottom of the window.
  3. The Select From List window will appear with a list of letter templates you can use to create personalised letters for the person or company you've selected.

Warning: Some templates shouldn't be used, changed or deleted

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

If you are using Microsoft Word, avoid using, changing or deleting 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 letter. For all types of letters, you'll be asked to enter your name and business title.

Note: The items you enter in the dialogue box will appear 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.