DATA RECOVERY: How to generate a Customer or Supplier Contact List for Mail Merge in Reckon Accounts
Datarec_ReckonLtd
Reckon Staff Posts: 1,039
You can create a custom contact list report in Reckon Accounts business range (Desktop).
You can then export that report into an Excel workbook.
You can use Excel workbooks as a data source in combination with a Microsoft Word letter template to create customised letters which you can personalise and send out.
In Reckon Accounts Hosted generate the report that contains your contact list:
1. Click the Reports menu
2. Select Lists
3. Select Customer Contact List
4. Click the Modify Report button
In the Display tab, select only the necessary column headers
Example:
-Customer
-Mr, Mrs
-First Name
-Email
-CC Email
You can change the Sort By drop-down list to sort the report by "Email" so that you can group them together (those with email addresses and those without)
5. Click the Export button to generate a new Excel workbook (XLS)
6. Click the Export button
7. Use the Mail Merge function of your wordprocessor such as Microsoft Word to create your letter and use the contact details in the Excel workbook
Use Word mail merge for email
Mail merge using an Excel spreadsheet
Prepare your Excel data source for a Word mail merge.
Mail merge - A free, 10 minute, video training
Regards,
Data Recovery Team
You can then export that report into an Excel workbook.
You can use Excel workbooks as a data source in combination with a Microsoft Word letter template to create customised letters which you can personalise and send out.
In Reckon Accounts Hosted generate the report that contains your contact list:
1. Click the Reports menu
2. Select Lists
3. Select Customer Contact List
4. Click the Modify Report button
In the Display tab, select only the necessary column headers
Example:
-Customer
-Mr, Mrs
-First Name
-CC Email
You can change the Sort By drop-down list to sort the report by "Email" so that you can group them together (those with email addresses and those without)
5. Click the Export button to generate a new Excel workbook (XLS)
6. Click the Export button
7. Use the Mail Merge function of your wordprocessor such as Microsoft Word to create your letter and use the contact details in the Excel workbook
Use Word mail merge for email
Mail merge using an Excel spreadsheet
Prepare your Excel data source for a Word mail merge.
Mail merge - A free, 10 minute, video training
Regards,
Data Recovery Team
Regards,
Reckon Data Recovery Team
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