When you create personalized letters using OfficeLink, you must choose a template for the letter you're creating for the customers you select.
The OfficeLink templates are specially designed to work with your AccountEdge data and your word processing software to create personalized letters. Special entries, known as field codes, have been inserted in these templates to ensure your AccountEdge data appears in the proper places in your letters. These field codes are similar, but are not the same, as the typical mail-merge field codes that you would normally work with in Microsoft Word. As a result, we recommend that you don't make changes to any of the field codes in your OfficeLink templates. Also, if you plan to change your templates, we suggest that you first learn about how your word processing application works with templates.
In each template, the format for each MYOB OfficeLink field code is text surrounded by double brackets, like this:
[[Name]]
If you intend to manually add or change any OfficeLink field codes, be sure the codes use double brackets in this manner.
| Important note about changing templates! You must have extensive knowledge about Word templates to use the information we've provided here. If you don't feel comfortable with this information, we strongly encourage you to enlist some assistance from someone who is more knowledgeable about templates, such as an MYOB Certified Consultant. |
Click below for the step-by-step procedure:
To choose an OfficeLink template for personalized letters
AccountEdge fields that can be merged into OfficeLink
To view OfficeLink field codes
When you use OfficeLink to print mail-merge letters using Microsoft Word, you'll be prompted to enter your name and title in a dialog box when the letters are created. Your entries will appear at the end of your letters. If you're the only person who prints mail-merge letters, however, you may wish to remove these prompts and place your name and title in the letter templates you use most often.
Click below for the step-by-step procedure:
To modify Microsoft Word templates
OfficeLink Overview - OfficeLink templates for personalized letters