Solution Properties
Solution ID:
231012212007753
Last Modified Date:
Thu Oct 12 21:20:07 UTC 2023
Taxonomy Path:
Category//Reporting
Author:
[email protected]
What is Targeted Mail Merge?
Description

 NOTE: You must own Custom Office to use Targeted Mail merge. For more information regarding Custom Office. See How to access Custom Office features 

 Targeted Mail Merge feature is available for your Accounts Receivable Customers, Accounts Payable Vendors and your Payroll employees and can be accessed from Utilities, Targeted Mail Merge on the launcher main menu or:

  • In Accounts Payable open AP, Reports, Targeted Mail Merge or for one specific vendor select AP, Vendors, Maintain Vendors and select the Targeted Mail Merge icon (envelope icon to the right of the trash can).
  • In Accounts Receivable open AR, Reports, Targeted Mail Merge or for specific customer select AR, Customers, Maintain Customers and select the Mail Merge icon (envelope icon to the right of the trash can)
  • In Payroll open PR, Reports, Targeted Mail Merge or for specific employee select PR, Employees, Maintain Employees and select the Mail Merge icon (envelope icon to the right of the trash can)
Cause
Resolution

To use the Targeted Mail Merge Feature:

  1. Select New
  2. Give the mail merge job a name and select Next
  3. Select the appropriate data source for the desired mail merge job and click Next.
  4. The next screen allows the customer to select the appropriate template for the mail merge job. The mail merge template may be edited if desired by selecting the Edit button. If editing the document, Sage recommends saving the template under a new name to preserve the original template for later use or reference.

 NOTE:  The template documents are located in the \BWData\ folder. 

Steps to duplicate
Related Solutions