Some guidance on a mail merge to targeted list?

[dianemarie]

Hello, we are using AccPac CRM ver 5.6. We create a lot of targeted lists and then export the information into Excel for doing a mail merge with a Word document. We would like to use AccPac to create the mail merge and bypass exporting to Excel, and have a record of the document attached to each person the letter was sent to (either in the library or communications, I'm not sure where it goes). I'm having a hard time finding information on how to accomplish this. Can anyone direct me to a freebie web site or something? I'd appreciate any advice. We have just implemented AccPac and I am on a learning curve. Thank you.

 

[goner]

Check out your Accpac CRM 5.6 User Guide starting on page 8-1. It shows how to carry ou the mail merge within CRM... Making the template in word is pretty straight forward. You use the normal mailmerge capability and for your data source, you use ewaremerge0.dat from your windows temp folder.. The Accpac CRM 5.6 System Administrator's Guide goes into it in more detail in chapter 10.

Feel free to contact me if you need any more assistance!


Doug Castell
Castell Computers
(310)601-4738

http://www.castellcomputers.com

 

[AndyTX]

Here is a link to the type of site you requested for tutorials on ACCPAC CRM. It includes tutorials on setting up mail-merge documents.

http://iis.advancedapplications.com/CRM_AAISelfService/company/Videos.asp