Review Cards Before Exporting window

The Review Cards Before Exporting window is where you verify that the cards you've chosen in the Advanced Filters window are the records you wish to print in a set of personalized letters. Using this window, you can either use the OfficeLink feature to create your letters or export your records to a separate file that can be merged into your word-processing software later.

Field Descriptions

Card Type

Select a type of card: Customer, Vendor, Employee, Personal or All.

All Cards/Selected Card

The name of this field is determined by the selection made in the Card Type field.

■	All. Select this option to create letters for all selected card types. Note that the cards must also match the selection criteria you enter in the Advanced Filters window.

■	Selected. Select this option to create a letter for a selected card. Type or select the card in the adjacent field. Note that only cards with the type you selected in the Card Type field can be displayed here.

Advanced Filters

Specify additional sorting criteria for selecting the cards you want to export.

Select (to Mail Merge) column

To select a card for mail merge, click in the column next to each card.

Card column

All the cards you selected in the Advanced Filters window are displayed in this column.

Type column

The card type is displayed in this column.

Balance column

The current balance of the customer or vendor card appears in this column. Note that this column is blank for employee and personal cards.

Disk

Click to export the card information to a separate file. In the window that appears, type a file name and select where you want to save the file.

Mail Merge

Click to mail merge the card information into personalized letters using the OfficeLink feature.

Cancel

Click to close the window without exporting or merging.

Tips for this window

Related Topics

■	Personalized letters