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Mail merge lists

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Date added:
Wednesday, 06 January 2010
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Answer

Address labels by Mail merging from PosBrowser.

 

The example I will use is getting out Mailing labels for all Business customers to send out the latest office smart catalogue.

 

Gathering the information in PosBrowser

  • In PosBrowser use the Customer Loyalty email document > Selection > Accounts tab.
  • Tick Account type and select Business.
  • Click on search button. This will place all of the business customers in the Selection tab.

 

Moving the MS WORD

  • Go to the selection tab in PosBrowser and click on thew Mail Merge button.
  • This will take you into MS WORD.
  • From here click on the Main document setup button on the Mail merge tool bar.
  • Select Labels, then select the label type you are going to use.

 

Inserting the customer address information

  • Click on the Insert merge fields button on the toolbar.
  • Select Name, Street, Suburb and Postcode.
  • Format these fields on the label as per how you want them to appear. I would recommend something like.

«Name»

«Street»

«Suburb»   «State»  «PostCode»

  • Click on the populate fields button on the Mail merge tool bar.
  • Then click on the View merged data button on the Mail merge tool bar.

 

This should then display all the customers’ details on each of the labels. You can now load the printer with the labels and print them.

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